Rise Private Wealth Management

Our Mission: Deliver financial advice that brings you confidence, simplicity, and success.

Our Core Values: Integrity, Health, Family, Client Focus, Growth, and Philanthropy

As a premier asset and wealth management firm, we have the strength and expertise to serve a full range of consumer financial needs and walk clients through some of the tough financial choice’s life brings about. Our team is diverse and comprised of many areas of specialties, opinions, and views.

Advisors

Robert A Bonfiglio, Private Wealth Advisor serving the Hyannis, MA area - Ameriprise Advisors

Robert A Bonfiglio

MBA, CFP®, ChFC®, BFA

Private Wealth Advisor

Co-Founder of Rise Private Wealth Management
Visit Robert A Bonfiglio's website
Brent Kiley, Private Wealth Advisor serving the Hyannis, MA area - Ameriprise Advisors

Brent Kiley

CFP®, ChFC®, CRPC®

Private Wealth Advisor

Chief Executive Officer of Rise Private Wealth Management
Visit Brent Kiley's website
Christopher Kinnane, Private Wealth Advisor serving the Hyannis, MA area - Ameriprise Advisors

Christopher Kinnane

CRPC®

Private Wealth Advisor

Managing Partner of Rise Private Wealth Management
Visit Christopher Kinnane's website
Justin Hall, Private Wealth Advisor serving the Hyannis, MA area - Ameriprise Advisors

Justin Hall

CFP®, BFA, CRPC®, CRPS®, APMA®

Private Wealth Advisor

Managing Partner of Rise Private Wealth Management
Visit Justin Hall's website
Ryan McCabe, Financial Advisor serving the Hyannis, MA area - Ameriprise Advisors

Ryan McCabe

CFP®, APMA®

Financial Advisor

President of Rise Private Wealth Management
Visit Ryan McCabe's website
Troy Aarthun, Financial Advisor serving the Hyannis, MA area - Ameriprise Advisors

Troy Aarthun

AAMS®, CRPC®

Financial Advisor

Visit Troy Aarthun's website
Steven Bissonnette, Financial Advisor serving the Hyannis, MA area - Ameriprise Advisors

Steven Bissonnette

CFP®, APMA®, BFA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Steven Bissonnette's website
Gene Bodden, Financial Advisor serving the Hyannis, MA area - Ameriprise Advisors

Gene Bodden

Financial Advisor

Visit Gene Bodden's website
Nancy Burt, Private Wealth Advisor serving the Hyannis, MA area - Ameriprise Advisors

Nancy Burt

APMA®, CRPC®, BFA

Private Wealth Advisor

Visit Nancy Burt's website
Shanna Chasse, Financial Advisor serving the Hyannis, MA area - Ameriprise Advisors

Shanna Chasse

BFA, CRPC®, APMA®

Financial Advisor

Visit Shanna Chasse's website
Tara Davis, Financial Advisor serving the Hyannis, MA area - Ameriprise Advisors

Tara Davis

BFA

Financial Advisor

Visit Tara Davis's website
Katie Geery, Financial Advisor serving the Hyannis, MA area - Ameriprise Advisors

Katie Geery

CFP®, MBA, APMA®, CRPC®

Financial Advisor

Visit Katie Geery's website
Steven Gonyaw, Financial Advisor serving the Hyannis, MA area - Ameriprise Advisors

Steven Gonyaw

CFP®, APMA®, CRPS®, CRPC®, BFA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Steven Gonyaw's website
Craig Guinta, Financial Advisor serving the Hyannis, MA area - Ameriprise Advisors

Craig Guinta

CFP®, CMFC®, APMA®, AWMA®

Financial Advisor

Visit Craig Guinta's website
Sharon J Hickey, Financial Advisor serving the Hyannis, MA area - Ameriprise Advisors

Sharon J Hickey

ChFC®, CASL®

Financial Advisor

Chartered Advisor for Senior Living®
Visit Sharon J Hickey's website
Sonia Hicks, Private Wealth Advisor serving the Hyannis, MA area - Ameriprise Advisors

Sonia Hicks

CFP®, APMA®, CRPC®, BFA

Private Wealth Advisor

Visit Sonia Hicks's website
Craig Holman, Financial Advisor serving the Hyannis, MA area - Ameriprise Advisors

Craig Holman

CFP®, APMA®

Financial Advisor

Visit Craig Holman's website
Kendra Kearney, Financial Advisor serving the Hyannis, MA area - Ameriprise Advisors

Kendra Kearney

APMA®

Financial Advisor

Visit Kendra Kearney's website
Kevin Kimball, Financial Advisor serving the Hyannis, MA area - Ameriprise Advisors

Kevin Kimball

CLTC®, AIF®

Financial Advisor

Visit Kevin Kimball's website
Nathaniel Krakow, Private Wealth Advisor serving the Hyannis, MA area - Ameriprise Advisors

Nathaniel Krakow

CRPC®, APMA®, BFA

Private Wealth Advisor

Managing Director
Visit Nathaniel Krakow's website
James Livolsi, Financial Advisor serving the Hyannis, MA area - Ameriprise Advisors

James Livolsi

CFP®, APMA®, BFA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit James Livolsi's website
Adam Mulia, Financial Advisor serving the Hyannis, MA area - Ameriprise Advisors

Adam Mulia

BFA, APMA®

Financial Advisor

Visit Adam Mulia's website
Stephanie Oiler, Financial Advisor serving the Hyannis, MA area - Ameriprise Advisors

Stephanie Oiler

APMA®

Financial Advisor

Visit Stephanie Oiler's website
Karen O'Rourke, Financial Advisor serving the Hyannis, MA area - Ameriprise Advisors

Karen O'Rourke

CFP®, CRPC®, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Karen O'Rourke's website
Jennie Parisi, Financial Advisor serving the Hyannis, MA area - Ameriprise Advisors

Jennie Parisi

APMA®, CRPC®, BFA

Financial Advisor

Visit Jennie Parisi's website
Jay Riley, Financial Advisor serving the Hyannis, MA area - Ameriprise Advisors

Jay Riley

Financial Advisor

Visit Jay Riley's website
Charlene D Thibeault, Private Wealth Advisor serving the Hyannis, MA area - Ameriprise Advisors

Charlene D Thibeault

CLTC®, APMA®, CRPC®, BFA

Private Wealth Advisor

Visit Charlene D Thibeault's website

Team

Nicole Spaulding

Nicole Spaulding

Operations Director

Kristina Michalewicz

Kristina Michalewicz

Office Manager

Emma Biedrzycki

Emma Biedrzycki

Marketing Manager

Josh Bordis

Josh Bordis

Practice Manager

Heidi Breault

Heidi Breault

Marketing Specialist

Rick Chouinard, CFP<sup>®</sup>, APMA<sup>®</sup>

Rick Chouinard, CFP®, APMA®

Practice Manager,

CERTIFIED FINANCIAL PLANNER™ professional
Shelley Clough

Shelley Clough

Client Service Coordinator

Bethany Covino

Bethany Covino

Client Service Coordinator

Kristen Crimmins

Kristen Crimmins

Practice Manager

Gabriella Gineo

Gabriella Gineo

Client Service Coordinator

Abbey Greene

Abbey Greene

Client Service Coordinator

Chris Guzikowski

Chris Guzikowski

Practice Manager,

Senior Vice President
Lori Luck

Lori Luck

Operations Manager

Katelin McSherry, APMA<sup>®</sup>, CRPC<sup>®</sup>

Katelin McSherry, APMA®, CRPC®

Practice Manager

Jennifer Noseworthy

Jennifer Noseworthy

Client Service Coordinator

Kristine Peterson

Kristine Peterson

Client Service Coordinator

Hannah Pierce

Hannah Pierce

Operations Specialist

Michelle Provencher

Michelle Provencher

Practice Manager

Mariah Simard

Mariah Simard

Practice Manager

Elizabeth Therrien

Elizabeth Therrien

Client Concierge

Nick Trombetta

Nick Trombetta

Investment Manager,

Chartered Financial Analyst®
James Trotter

James Trotter

Client Service Coordinator

Julian Umali

Julian Umali

Investment Specialist

Miranda Wegricht

Miranda Wegricht

Practice Manager

Lisa Young

Lisa Young

Insurance Specialist,

Certified Long Term Care®

Qualifications

  • CLTC®
  • CPRC®
  • BFA™
View more
Pete Golden

Pete Golden

Intern

Kevin Jordan

Kevin Jordan

Intern

Kadan Quint

Kadan Quint

Intern