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.


Our advisors

Robert A Bonfiglio

Robert A Bonfiglio

MBA, CFP®, ChFC®

Private Wealth Advisor

Co-Founder of Rise Private Wealth Management
Learn more about Robert A Bonfiglio Visit Robert A Bonfiglio's website
Brent Kiley

Brent Kiley

CFP®, ChFC®, CRPC®

Private Wealth Advisor

Chief Executive Officer of Rise Private Wealth Management
Learn more about Brent Kiley Visit Brent Kiley's website
Christopher Kinnane

Christopher Kinnane

CRPC®

Private Wealth Advisor

Managing Partner of Rise Private Wealth Management
Learn more about Christopher Kinnane Visit Christopher Kinnane's website
Justin Hall

Justin Hall

CFP®, CRPC®, CRPS®

Private Wealth Advisor

Managing Partner of Rise Private Wealth Management
Learn more about Justin Hall Visit Justin Hall's website
Ryan McCabe

Ryan McCabe

CFP®

Financial Advisor

Managing Partner of Rise Private Wealth Management
Learn more about Ryan McCabe Visit Ryan McCabe's website
Troy Aarthun

Troy Aarthun

Financial Advisor

Learn more about Troy Aarthun Visit Troy Aarthun's website
Steven Bissonnette

Steven Bissonnette

CFP®, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Steven Bissonnette Visit Steven Bissonnette's website
Gene Bodden

Gene Bodden

Financial Advisor

Learn more about Gene Bodden Visit Gene Bodden's website
Nancy Burt

Nancy Burt

APMA®

Financial Advisor

Learn more about Nancy Burt Visit Nancy Burt's website
Shanna Chasse

Shanna Chasse

CRPC®, APMA®

Financial Advisor

Learn more about Shanna Chasse Visit Shanna Chasse's website
Suzanne Crociati

Suzanne Crociati

AWMA®

Financial Advisor

Learn more about Suzanne Crociati Visit Suzanne Crociati's website
Katie Geery

Katie Geery

CFP®, MBA, APMA®, CRPC®

Financial Advisor

Learn more about Katie Geery Visit Katie Geery's website
Steven Gonyaw

Steven Gonyaw

CFP®, APMA®, CRPS®, CRPC®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Steven Gonyaw Visit Steven Gonyaw's website
Craig Guinta

Craig Guinta

CFP®, CMFC®, APMA®, AWMA®

Financial Advisor

Learn more about Craig Guinta Visit Craig Guinta's website
Sharon J Hickey

Sharon J Hickey

ChFC®, CASL®

Associate Financial Advisor

Chartered Advisor for Senior Living®
Learn more about Sharon J Hickey Visit Sharon J Hickey's website
Sonia Hicks

Sonia Hicks

APMA®, CRPC®

Financial Advisor

Learn more about Sonia Hicks Visit Sonia Hicks's website
Craig Holman

Craig Holman

CFP®, APMA®

Financial Advisor

Learn more about Craig Holman Visit Craig Holman's website
Kendra Kearney

Kendra Kearney

APMA®

Financial Advisor

Learn more about Kendra Kearney Visit Kendra Kearney's website
Kevin Kimball

Kevin Kimball

Financial Advisor

Learn more about Kevin Kimball Visit Kevin Kimball's website
Nathaniel Krakow

Nathaniel Krakow

CRPC®, APMA®

Private Wealth Advisor

Managing Director
Learn more about Nathaniel Krakow Visit Nathaniel Krakow's website
James Livolsi

James Livolsi

CFP®, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about James Livolsi Visit James Livolsi's website
Adam Mulia

Adam Mulia

APMA®

Financial Advisor

Learn more about Adam Mulia Visit Adam Mulia's website
Karen O'Rourke

Karen O'Rourke

CRPC®, APMA®

Financial Advisor

Chartered Retirement Planning CounselorSM
Learn more about Karen O'Rourke Visit Karen O'Rourke's website
Jennie Parisi

Jennie Parisi

APMA®, CRPC®

Financial Advisor

Learn more about Jennie Parisi Visit Jennie Parisi's website

Our team

Nicole Spaulding

Nicole Spaulding

Operations Director

Kristina Michalewicz

Kristina Michalewicz

Office Manager

Emma Biedrzycki

Emma Biedrzycki

Marketing Manager

Josh Bordis

Practice Manager

Heidi Breault

Marketing Specialist

Rick Chouinard

Rick Chouinard

Practice Manager

Shelley Clough

Shelley Clough

Client Concierge

Kristen Crimmins

Kristen Crimmins

Practice Manager

Kenneth Derryberry

Client Service Coordinator

Gabriella Gineo

Gabriella Gineo

Client Service Coordinator

Cynthia Goldsmith

Cynthia Goldsmith

Client Service Coordinator

Abbey Greene

Abbey Greene

Client Service Coordinator

Robert Kliskey

Robert Kliskey

Client Service Coordinator

Lori Luck

Lori Luck

Operations Manager

Katelin McSherry

Katelin McSherry

Client Service Specialist

Brittany Mitchell

Brittany Mitchell

Client Service Coordinator

Jennifer Noseworthy

Jennifer Noseworthy

Client Service Coordinator

Kristine Peterson

Client Service Coordinator

Hannah Pierce

Hannah Pierce

Operations Specialist

Michelle Provencher

Michelle Provencher

Client Service Coordinator

Elizabeth Therrien

Elizabeth Therrien

Client Service Coordinator

Nick Trombetta

Nick Trombetta

Investment Manager

James Trotter

James Trotter

Client Service Coordinator

Miranda Wegricht

Miranda Wegricht

Practice Manager

Lisa Young

Lisa Young

Insurance Specialist,

Certified Long Term Care®

Qualifications

  • CLTC®
  • CPRC®
  • BFA™
View more
Luke Boline

Luke Boline

Intern

Kevin Jordan

Kevin Jordan

Intern