Our Team

Harold "Skip" Briggs, Jr. CPA/PFS, CFP®
Partner and Managing Director

sbriggs@bentleywealth.com

As Partner and Managing Director of Bentley Wealth Advisors, LLC, Skip brings over twenty-seven years of experience providing tax, estate, and wealth maximization strategies to a wide variety of affluent individuals, families and business owners.

Skip has a BSBA in Accounting from Bryant University. He also holds General Securities, Investment Advisory, and Insurance licenses in Rhode Island and several other states. Previously, he served as a Tax Director at a Big Four accounting firm and as Tax Partner for a Regional accounting firm.

Skip is a member of the American Institute of Certified Public Accountants, the Rhode Island Society of Certified Public Accountants, the Financial Planning Association, and the Estate Planning Council of Rhode Island. He is currently serving as Treasurer at the Central Rhode Island Chamber of Commerce. Previously, he served terms as Treasurer and Second Vice President at Meeting Street Center, Treasurer of the Scituate/Foster Little League and as a member of the Professional Advisory Council at the Rhode Island Foundation.

For more information on the Five Star Award and the research/selection methodology,

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Christopher J. Ricci
Financial Advisor

cricci@bentleywealth.com

Chris is a Financial Advisor for Bentley Wealth Advisors, LLC. He joined the firm in June of 2008. Chris obtained a Bachelor's Degree in Finance from Bentley College and has continued his professional education by obtaining the FINRA Series 65, 66 and Series 7 licenses as well as a Rhode Island insurance license. 
 

Kimberly DeAngelis
Office Operations Coordinator

kdeangelis@bentleywealth.com

Kim is Office Operations Coordinator at Bentley Wealth Advisors, LLC. Kim joined the firm in September of 2003. She has over 15 years experience providing customer service in the wealth management arena. She is currently responsible for handling the day to day office operations; including marketing and compliance, as well as processing insurance applications and delivery of insurance policies. Kim has an Associate Degree in Business Administration from Community College of Rhode Island. She also holds a Rhode Island insurance license. 
 

Dawn Filliatreault Wood
Wealth Management Assistant

dfilliatreaultwood@bentleywealth.com

Dawn is a Wealth Management Assistant at Bentley Wealth Advisors, LLC with over 14 years experience in the financial service industry. Her primary responsibilities are establishing and tracking of client accounts, insuring the integrity of asset transfers and working as the firms liaison with its clients, back office, and the numerous financial service companies with which Bentley Wealth conducts business. Dawn holds a Bachelor of Arts Degree in Psychology from Rhode Island College.