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Resources

• 2025 Personal Tax Checklist

Team Members

• Adam Plank
• Trevor Sutherland
• Hussain Haji
• Nolan Clark
• Edwin Chan
• Ryan DeLaRonde
• Eric Salvador
• Lindsay Kaminsky
• Ahsen Ahmed
• Amy Felgate
• Leonardo Sepulveda
• Jacob Matkovic
• Christine Wong
• Gordon Verley
• David Jones

Success Stories

• SARAH L
• JENNIFER S., SMALL BUSINESS OWNER
• HUSSAIN H., TECH ENTREPRENEUR,
• ROBERT C
• MARK P., MANUFACTURING CEO
• MARIA G., PROFESSIONAL SERVICES CLIENT,

FAQs

• How does Rise Advisors charge for services?
• Who will be working with me at Rise Advisors?
• How can Rise Advisors help improve my business financials?
• What services does Rise Advisors provide?