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RISE TEAM

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Thomas Hlohinec

Founder & CEO

Financial Advisor

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Josiah Robison

Chief  Technology Officer

Chief Compliance Officer

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Jeff Speers RICP®

Financial Advisor

Business Consultant

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Josh Elmore CFP®|CKA®

Director of Wealth Management

Financial Advisor

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Our Team Provides

Custom Wealth Solutions to Meet the Needs of Your Family
Real Value Customized 
​
FINANCIAL PLANNING
TAX OPTIMIZATION

INVESTMENT MANAGEMENT

PERSONALIZED ADVICE

RETIREMENT PLANNING

SERVING CORPORATE INTERESTS

SOCIAL SECURITY TIMING

Meeting
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