We are a team of financial advisors dedicated to bringing confidence, simplicity and success to the financial lives of our clients. When you work with Rise you have the benefit of our dedicated financial advisors, many of whom hold designations such as the CFP®, APMA™, and BFA™. In addition, while many financial advisors and practices talk about specialists that they have access to on a situational basis, At Rise, we have in house professionals who focus on advice, investments, insurance, client service, and more.

Together, this powerful combination of professionals who focus on ongoing growth and development are there to support you in the pursuit of your goals each and every day.


Our advisors

Advisor photo for Robert A Bonfiglio

Robert A Bonfiglio

MBA, CFP®, ChFC®, BFA

Private Wealth Advisor

Co-Founder of Rise Private Wealth Management
Learn more about Robert A Bonfiglio Visit Robert A Bonfiglio's website
Advisor photo for 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
Advisor photo for 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
Advisor photo for Justin Hall

Justin Hall

CFP®, BFA, CRPC, CRPS, APMA

Private Wealth Advisor

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

Ryan McCabe

CFP®, APMA

Financial Advisor

President of Rise Private Wealth Management
Learn more about Ryan McCabe Visit Ryan McCabe's website
Advisor photo for Troy Aarthun

Troy Aarthun

AAMS, CRPC

Financial Advisor

Learn more about Troy Aarthun Visit Troy Aarthun's website
Advisor photo for Jacob Berrigan

Jacob Berrigan

APMA, CRPC, BFA, CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Jacob Berrigan Visit Jacob Berrigan's website
Advisor photo for Steven Bissonnette

Steven Bissonnette

CFP®, BFA, APMA

Financial Advisor

Business Financial Advisor
Learn more about Steven Bissonnette Visit Steven Bissonnette's website
Advisor photo for Nancy Burt

Nancy Burt

BFA, APMA, CRPC

Private Wealth Advisor

Learn more about Nancy Burt Visit Nancy Burt's website
Advisor photo for Rick Chouinard

Rick Chouinard

APMA, CFP®, BFA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Rick Chouinard Visit Rick Chouinard's website
Advisor photo for Mike Cullinane

Mike Cullinane

APMA, CRPC

Financial Advisor

Learn more about Mike Cullinane Visit Mike Cullinane's website
Advisor photo for Tara Davis

Tara Davis

BFA, APMA

Financial Advisor

Learn more about Tara Davis Visit Tara Davis's website
Advisor photo for Shanna Deshaies

Shanna Deshaies

BFA, CRPC, APMA

Financial Advisor

Learn more about Shanna Deshaies Visit Shanna Deshaies's website
Advisor photo for Katie Geery

Katie Geery

MBA, CFP®, BFA, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Katie Geery Visit Katie Geery's website
Advisor photo for Steven Gonyaw

Steven Gonyaw

CFP®, BFA, APMA, CRPS, CRPC

Financial Advisor

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

Craig Guinta

CFP®, CMFC, APMA, AWMA℠

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Craig Guinta Visit Craig Guinta's website
Advisor photo for Sonia Hicks

Sonia Hicks

CFP®, APMA, CRPC, BFA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Sonia Hicks Visit Sonia Hicks's website
Advisor photo for Craig Holman

Craig Holman

CFP®, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Craig Holman Visit Craig Holman's website
Advisor photo for Kevin Jordan

Kevin Jordan

APMA, CRPC

Financial Advisor

Learn more about Kevin Jordan Visit Kevin Jordan's website
Advisor photo for Kendra Kearney

Kendra Kearney

APMA

Financial Advisor

Learn more about Kendra Kearney Visit Kendra Kearney's website
Advisor photo for Kevin Kimball

Kevin Kimball

CLTC®, AIF®

Financial Advisor

Learn more about Kevin Kimball Visit Kevin Kimball's website
Advisor photo for Nathaniel Krakow

Nathaniel Krakow

CRPC, APMA, BFA

Private Wealth Advisor

Managing Director of Rise Private Wealth Management
Learn more about Nathaniel Krakow Visit Nathaniel Krakow's website
Advisor photo for James Livolsi

James Livolsi

CFP®, APMA, BFA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about James Livolsi Visit James Livolsi's website
Advisor photo for Katelin McSherry

Katelin McSherry

CFP®, APMA, CRPC, BFA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Katelin McSherry Visit Katelin McSherry's website
Advisor photo for Adam Mulia

Adam Mulia

BFA, APMA, CRPC

Private Wealth Advisor

Learn more about Adam Mulia Visit Adam Mulia's website
Advisor photo for Stephanie Oiler

Stephanie Oiler

BFA, APMA, CRPC

Financial Advisor

Learn more about Stephanie Oiler Visit Stephanie Oiler's website
Advisor photo for Karen O'Rourke

Karen O'Rourke

CFP®, BFA, CRPC, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Karen O'Rourke Visit Karen O'Rourke's website
Advisor photo for Jennie Parisi

Jennie Parisi

BFA

Financial Advisor

Learn more about Jennie Parisi Visit Jennie Parisi's website
Advisor photo for John P Reger II

John P Reger II

CFP®, APMA, AAMS

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about John P Reger II Visit John P Reger II's website
Advisor photo for Charlene D Thibeault

Charlene D Thibeault

BFA, CRPC

Private Wealth Advisor

Learn more about Charlene D Thibeault Visit Charlene D Thibeault's website
Advisor photo for Matt Simard

Matt Simard

BFA, CRPC

Financial Advisor

Learn more about Matt Simard Visit Matt Simard's website
Advisor photo for Lisa Young

Lisa Young

CLTC®, CRPC

Financial Advisor

Insurance Specialist
Learn more about Lisa Young Visit Lisa Young's website


Our team

Chris Guzikowski

Chris Guzikowski

Practice Manager,

Chief Operating Officer of Rise Private Wealth Management
Heidi Breault

Heidi Breault

Marketing Specialist

Jamie Carter

Jamie Carter

Administrative Assistant

Shelley Clough

Shelley Clough

Client Service Coordinator

Kristen Crimmins BFA™

Kristen Crimmins BFA™

Practice Manager

Callie Galovich

Callie Galovich

Client Service Coordinator

Gabriella Gineo

Gabriella Gineo

Client Service Coordinator

Lisa Giroux

Lisa Giroux

Practice Manager

Lori Luck

Lori Luck

Operations Manager

Alicia Maffei

Alicia Maffei

Practice Manager

Abbey Mavropoulos

Abbey Mavropoulos

Client Service Manager

Kristina Michalewicz

Kristina Michalewicz

Office Manager

Kim Oller

Kim Oller

Client Service Manager

Kristine Peterson

Kristine Peterson

Client Service Coordinator

Hannah Pierce

Hannah Pierce

Operations Specialist

Ayda Pressnall

Ayda Pressnall

Client Service Coordinator

Mariah Simard

Mariah Simard

Practice Manager

Nathan Taylor

Practice Manager

Elizabeth Therrien

Elizabeth Therrien

Financial Planning Specialist

Nikki Tobeler

Nikki Tobeler

Client Service Coordinator

Nick Trombetta, CFA®

Nick Trombetta, CFA®

Investment Manager

Qualifications

  • BFA

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Julian Umali

Julian Umali

Investment Specialist

Miranda Wegricht

Miranda Wegricht

Practice Manager

Kayla Yambo

Client Service Coordinator

Aidan Fitzgerald

Aidan Fitzgerald

Intern

Jamie Louko

Jamie Louko

Intern

Anna Nelson

Anna Nelson

Intern

Luc VonCzoernig

Luc VonCzoernig

Intern

Jonas Walter

Intern