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

Christopher Kinnane

Private Wealth Advisor

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

Ryan McCabe

CFP®, APMA

Financial Advisor

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

Troy Aarthun

AAMS, CRPC

Financial Advisor

Visit Troy Aarthun's website

Jacob Berrigan

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Jacob Berrigan's website

Steven Bissonnette

CFP®, APMA

Financial Advisor

Business Financial Advisor
Visit Steven Bissonnette's website

Nancy Burt

BFA, APMA, CRPC

Private Wealth Advisor

Visit Nancy Burt's website

Rick Chouinard

APMA, CFP®, BFA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Rick Chouinard's website

Suzanne Crociati

AWMA℠

Financial Advisor

Visit Suzanne Crociati'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

Katie Geery

MBA, CFP®, APMA, CRPC

Financial 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

Craig Holman

CFP®, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Craig Holman'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

Adam Mulia

APMA, CRPC

Private Wealth Advisor

Visit Adam Mulia's website

Stephanie Oiler

BFA, APMA, CRPC

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

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

Jay Riley

Financial Advisor

Visit Jay Riley's website

Charlene D Thibeault

CLTC®, APMA, CRPC

Private Wealth Advisor

Visit Charlene D Thibeault's website

Matt Simard

BFA, CRPC, APMA

Private Wealth Advisor

Visit Matt Simard's website

Lisa Young

BFA, CLTC®, CRPC

Financial Advisor

Insurance Specialist
Visit Lisa Young's website


Team

Chris Guzikowski

Chris Guzikowski

Practice Manager,

Chief Operating Officer of Rise Private Wealth Management
Heidi Breault

Heidi Breault

Marketing Specialist

Shelley Clough

Shelley Clough

Client Service Coordinator

Kristen Crimmins BFA™

Kristen Crimmins BFA™

Practice Manager

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

Jamie Carter

Jamie Carter

Administrative Assistant

Mariah Simard

Mariah Simard

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

Ben Tobeler

Ben Tobeler

Client Service Coordinator