Our Team


 

Harold "Skip" Briggs, Jr. CPA/PFS, CFP®

Director of Wealth Management

sbriggs@bentleywealth.com

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

Skip has a BSBA in Accounting from Bryant University. He has passed the FINRA Series 7 and 66 exams and holds his Insurance license 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. Previously, he served terms as Treasurer at the Central Rhode Island Chamber of Commerce, 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.


 

Christopher J. Ricci, CFP®

Financial Advisor

cricci@bentleywealth.com

Christopher is a Financial Advisor at Bentley Wealth Advisors. He joined the firm in June of 2008 and provides comprehensive wealth management strategies including investment, retirement, insurance, and wealth preservation and transfer plans. He graduated from Bentley University with a Bachelor's Degree in Finance and also obtained a Certificate in Financial Planning from Bryant University. He has passed the FINRA Series 7, 66 and 65 exams as well as a Rhode Island insurance license. Christopher is also a CERTIFIED FINANCIAL PLANNER™ professional and upholds a standard of excellence for competent and ethical personal financial planning.

Christopher is active in the Central Rhode Island Chamber of Commerce’s Young Professionals Group, YPcentral.  He also manages the Bentley Group's team in the Accountants and Professionals Softball League.


 

Kimberly DeAngelis

Office Manager

kdeangelis@bentleywealth.com

Kim is our Office Manager at Bentley Wealth Advisors.  She is responsible for the implementation and supervision of all the day to day business activities of the practice.  These responsibilities include our marketing and branding activities, broker/dealer relationship, internal and external education campaigns, regulatory compliance, internal reporting, information systems and establishment and maintenance of client accounts. 


 

Dawn Filliatreault Wood

Paraplanner

dfilliatreaultwood@bentleywealth.com

Dawn works closely with the advisor team.   She helps enhance our new and existing client relationships by gathering and updating client data to help assist the advisors in their development of wealth management strategies, estate/legacy plans and retirement income solutions.


 

Candace Furtado

Wealth Management Assistant/Receptionist

cfurtado@bentleywealth.com

Candace is our Wealth Management Assistant/Receptionist at Bentley Wealth Advisors.  Her primary responsibilities are establishing and tracking client accounts, insuring the integrity of asset transfers and working as the firm’s liaison with its clients, back office, and the numerous financial service companies with which Bentley Wealth Advisors conducts business.

 

 

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.