Rise Private Wealth Management

With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.


Advisors

Robert A Bonfiglio

MBA, CFP®, ChFC®

Private Wealth Advisor

Co-Founder of Rise Private Wealth Management
Visit Robert A Bonfiglio's website

Brent Kiley

CFP®, ChFC®, CRPC

Private Wealth Advisor

Chief Executive Officer of Rise Private Wealth Management
Visit Brent Kiley's website

Geri Pell

MBA, CFP®, CDFA®

Private Wealth Advisor

Co-Founder of Rise Private Wealth Management
Visit Geri Pell's website

Christopher Kinnane

Private Wealth Advisor

Managing Partner of Rise Private Wealth Management
Visit Christopher Kinnane's website

Justin Hall

CFP®, BFA, CRPC, CRPS, APMA

Private Wealth Advisor

Managing Partner of Rise Private Wealth Management
Visit Justin Hall's website

Ryan McCabe

CFP®

Financial Advisor

President of Rise Private Wealth Management
Visit Ryan McCabe's website

Troy Aarthun

CFP®, AAMS, CRPC, APMA

Financial Advisor

Visit Troy Aarthun's website

Daniel Ahearn

APMA

Financial Advisor

Vice President of Rise Private Wealth Management
Visit Daniel Ahearn's website

Jacob Berrigan

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Jacob Berrigan's website

Nancy Burt

BFA

Private Wealth Advisor

Visit Nancy Burt's website

Irene Cheung

MBA, CFA®

Financial Advisor

Visit Irene Cheung's website

Rick Chouinard

APMA, CFP®, BFA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Rick Chouinard's website

Mike Cullinane

APMA, CRPC

Financial Advisor

Visit Mike Cullinane's website

Tara Davis

BFA, APMA

Financial Advisor

Visit Tara Davis's website

Shanna Deshaies

BFA, CRPC, APMA

Private Wealth Advisor

Visit Shanna Deshaies's website

Joseph Domato

MS, CRPC, APMA

Financial Advisor

Vice President of Rise Private Wealth Management
Visit Joseph Domato's website

William P Foster

MBA, CFP®, ADPA, APMA

Private Wealth Advisor

Senior Vice President of Rise Private Wealth Management
Visit William P Foster's website

Katie Geery

MBA, CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Katie Geery's website

Steven Gonyaw

CFP®, BFA, APMA, CRPS, CRPC

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Steven Gonyaw's website

Sonia Hicks

CFP®, BFA, APMA, CRPC

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Sonia Hicks's website

Kevin Jordan

CFP®, APMA, CRPC

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Kevin Jordan's website

Kendra Kearney

APMA

Financial Advisor

Visit Kendra Kearney's website

Kevin Kimball

CLTC®, AIF®

Financial Advisor

Visit Kevin Kimball's website

Nathaniel Krakow

BFA, CRPC, APMA, ChSNC®

Private Wealth Advisor

Managing Director of Rise Private Wealth Management
Visit Nathaniel Krakow's website

James Livolsi

CFP®, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit James Livolsi's website

Katelin McSherry

CFP®, APMA, CRPC

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Katelin McSherry's website

Douglas Messina

CFP®, CRPC, APMA

Private Wealth Advisor

Senior Vice President of Rise Private Wealth Management
Visit Douglas Messina's website

Adam Mulia

BFA

Private Wealth Advisor

Visit Adam Mulia's website

Stephanie Oiler

BFA, APMA, CRPC, CDFA®

Financial Advisor

Visit Stephanie Oiler's website

Karen O'Rourke

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Karen O'Rourke's website

Jennie Parisi

APMA, CRPC

Financial Advisor

Visit Jennie Parisi's website

Annie Pereyra

APMA

Financial Consultant

Visit Annie Pereyra's website

Michelle Provencher

Financial Advisor

Visit Michelle Provencher's website

John P Reger II

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit John P Reger II's website

Anthony Rizzuto

CFP®, CLU®, APMA

Private Wealth Advisor

Senior Vice President of Rise Private Wealth Management
Visit Anthony Rizzuto's website

Matt Simard

BFA, CRPC, APMA

Private Wealth Advisor

Visit Matt Simard's website

Charlene D Thibeault

APMA, CRPC

Private Wealth Advisor

Visit Charlene D Thibeault's website

Lisa Young

BFA

Financial Advisor

Insurance Specialist
Visit Lisa Young's website

David Young

CRPC, APMA

Financial Advisor

Visit David Young's website


Team

Chris Guzikowski

Chris Guzikowski

Operations Director,

Chief Operating Officer of Rise Private Wealth Management

Renee Amoruso

Business Development Specialist

Lena Araradian

Lena Araradian

Practice Manager

Betsy Billard

Betsy Billard

Business Development Director

Heidi Breault

Heidi Breault

Marketing Specialist

Shelley Clough

Shelley Clough

Client Service Coordinator

Jess Cornwall

Jess Cornwall

Practice Manager

Kristen Crimmins BFA™

Kristen Crimmins BFA™

Practice Manager

Kathleen Foley

Kathleen Foley

Practice Manager

Brent Forslund

Brent Forslund

Practice Manager

Cassi Fulton

Cassi Fulton

Practice Manager

Callie Galovich

Callie Galovich

Client Service Coordinator

Gabriella Gineo

Gabriella Gineo

Client Service Coordinator

Lisa Giroux

Lisa Giroux

Practice Manager

Erik Hallenbeck

Erik Hallenbeck

Practice Manager

Eric Hasselberger

Eric Hasselberger

Client Service Manager

Martha Hood

Martha Hood

Executive Assistant

Marianne Lauer

Marianne Lauer

Operations Director

Lori Luck

Lori Luck

Operations Manager

Alicia Maffei

Alicia Maffei

Practice Manager

Eileen Madden

Eileen Madden

Financial Planning Specialist

Abbey Mavropoulos

Abbey Mavropoulos

Client Service Manager

Kristina Michalewicz

Kristina Michalewicz

Office Manager

Kim Oller

Kim Oller

Operations Director

Regina Paganelli

Regina Paganelli

Client Service Coordinator

Kristine Peterson

Kristine Peterson

Client Service Coordinator

Gina Petriccione

Gina Petriccione

Marketing Manager

Hannah Pierce

Hannah Pierce

Operations Specialist

Ayda Pressnall

Ayda Pressnall

Client Service Coordinator

Rhianna Reed

Rhianna Reed

Client Service Coordinator

Jamie Sceppaquercia

Jamie Sceppaquercia

Practice Manager

Joshua Schibi

Joshua Schibi

Paraplanner

Mariah Simard

Mariah Simard

Practice Manager

Bill Stephenson

Bill Stephenson

Practice Manager

Hannah Storrs

Hannah Storrs

Marketing Manager

Debra Swanson

Debra Swanson

Practice Manager

Greg Tetreault

Greg Tetreault

Practice Manager

Elizabeth Therrien

Elizabeth Therrien

Financial Planning Specialist

Ben Tobeler

Ben Tobeler

Client Service Coordinator

Nikki Tobeler

Nikki Tobeler

Client Service Coordinator

Nick Trombetta, CFA®

Nick Trombetta, CFA®

Operations Director,

Investment Manager

Qualifications

  • BFA

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Julian Umali

Julian Umali

Investment Specialist

Eileen Vargas

Eileen Vargas

Practice Manager

Miranda Wegricht

Miranda Wegricht

Practice Manager

Ashleigh Aboshar

Ashleigh Aboshar

Intern

Hrak Araradian

Hrak Araradian

Intern

Allie Bezanson

Allie Bezanson

Intern

Corey Grant

Corey Grant

Intern

Thomas Huitfeldt

Thomas Huitfeldt

Intern

Ryan Juliano

Ryan Juliano

Intern

Wiktoria Perlicki

Wiktoria Perlicki

Intern

Samantha Rivet

Samantha Rivet

Intern

Campbell St Pierre

Campbell St Pierre

Intern

Jackson Stuzynski

Jackson Stuzynski

Intern

Julianne Teitler

Julianne Teitler

Intern

Victor Vyssotski

Victor Vyssotski

Intern