Team profile

What you can expect when you work with us

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with us, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress, and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.
Get started

Areas of focus

  • Retirement Planning Strategies
  • Insurance
  • Tax Planning Strategies
  • Family Finances
  • Investments
  • Charitable Giving
  • Women's Financial Strategies
  • Domestic Partner Planning
  • Estate Planning Strategies

Awards & recognition

  • Rise Private Wealth Management, Forbes Best-in-State Wealth Management Teams, 2023, 2024
  • Rise Private Wealth Management, Business NH Magazine Best Companies to Work For, 2022
  • Rise Private Wealth Management, Ameriprise Client Experience Award, 2022, 2023
  • Brent Kiley, Ameriprise Chairman's Advisory Council, 2022
  • Brent Kiley, Forbes Best-in-State Wealth Advisors, 2018-2022
  • Robert A Bonfiglio, Ameriprise Circle of Success Hall of Fame, 2020
  • Robert A Bonfiglio, Barron’s Top 1,200 Financial Advisors, 2014-2022
  • Christopher Kinnane, Ameriprise Circle of Success, 2007, 2008, 2011, 2013-2015, 2018-2022
  • Justin Hall, New Hampshire Union Leader 40 Under Forty, 2020

Community participation

- NH

  • NH Food Bank
  • Animal Rescue League of NH
  • Easterseals NH
  • Boys & Girls Club of Manchester
  • Friends of Aine
  • Families in Transition
  • CHaD
  • Waypoint
  • United Way
  • Toys for Tots
  • Family Promise
  • The Currier Museum of Art

- Kansas

  • United Way
  • Little River Learning Center
  • Mount Hope
  • The Omega Project
  • McPherson County Food Bank, Inc.
  • Wichita Animal Action League

- Maine

  • Auburn Public Library
  • YMCA of Auburn
  • The Old Town Animal Orphanage
  • Eddington Salmon Club