 | Harold "Skip" Briggs, Jr. CPA, CFP®
Skip is the Managing Director of Bentley Wealth Advisors, LLC. and a Principal of DiSanto, Priest & Co. He has more than twenty years of experience providing tax, estate, financial planning, and wealth preservation services to a wide variety of business concerns and high net worth individuals.
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 Price Waterhouse and as a Tax Partner at a local/regional firm.
He 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 also served terms as Treasurer and Second Vice President at Meeting Street Center and as Treasurer of the Scituate/Foster Little League. |
 | Kenneth Knopf, CFP®
Ken is a Financial Advisor for Bentley Wealth Advisors, L.L.C. He has been assisting individuals and business owners to achieve their financial goals and dreams for over 15 years. He has a very broad-based background in retirement, investments, tax, estate, insurance and education planning.
Prior to joining Bentley Wealth Advisors, L.L.C., Ken was the Vice President of Investment Services for a Massachusetts Community Bank. He holds a series 7, 24, 63, 65 NASD licenses along with life, health, property & casualty insurance licenses. He is Certified Financial Planner ™ and holds a Masters in Business Administration. |
 | Kimberly DeAngelis
Kim is a Office Operations Coordinator at Bentley Wealth Advisors, LLC. With over 10 years experience providing customer service in the financial planning arena, Kim is primarily responsible for establishing and tracking client accounts, insuring the integrity of asset transfers and working as the firm’s liaison with its clients, broker/dealer and the numerous financial service companies with which Bentley Wealth conducts business.
Kim has an Associate Degree in Business Administration from Community College of Rhode Island. She also holds a Rhode Island insurance license and is currently studying to obtain her Series 65 license.
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 | Dawn Fillatreault Wood
Dawn is a Wealth Management Assistant at Bentley Wealth Advisors, LLC. With over 12 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 and she is currently studying to obtain her FINRA Series 65 license.
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| CLIENT RESOURCES
Bentley Wealth Advisors has a strong network of business partners that allow us to bring a full spectrum of financial services that meet our clients individual needs and goals. Listed below is detailed information on the services available to our clients as a result of these relationships.
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 | 1ST GLOBAL CAPITAL CORP.
A market leader in financial services for the accounting and legal profession, 1st Global has established important relationships within the financial services industry that are beneficial in offering clients some of the best products and services available. 1st Global's holistic approach to wealth care services provides access to a wide selection of mutual funds, insurance companies representing a wide variety of risk management solutions, and world class outside portfolio managers. All client assets are held either in client name at the mutual fund and insurance companies or in street name through a brokerage account at our clearing firm, NFS, LLC.
How client investments are protectedAlthough there is no way to guarantee return on a particular investment or protection from market fluctuation, there are ways that investors' accounts are protected, including:
Securities in accounts carried by NFS, LLC a member of SIPC, which protects securities customers of its members up to $500,000 (including $100,000 for claims for cash). Explanatory brochure available upon request or at www.sipc.org. NFS, LLC has arranged for additional unlimited insurance protection for cash and securities to supplement its SIPC coverage. Neither coverage protects against a decline in the market value of securities.
Securities offered through 1st Global Capital Corp. Member FINRA SIPC. Bentley Wealth Advisors, LLC is not an affiliate of 1st Global Capital Corp. |
 | DISANTO, PRIEST & CO.
DiSanto, Priest & Co. is the result of the merger of several sizeable Rhode Island financial and accounting firms. The partnership consists primarily of former national firm professionals. As a result, they provide attentive and cost effective client services of the highest quality.
While national firms continue to downsize their regional presence, DiSanto, Priest & Co. has invested significant resources to increase its commitment to the financial needs of the region. Professionals are each actively involved in the New England business community and are keenly aware of the opportunities and challenges currently facing our clients.
DiSanto, Priest & Co brings a principled, disciplined approach to all your financial affairs. By combining a full range of financial advisory services and a credentialed and experienced workforce, DiSanto, Priest & Co. has the ability to meet your needs now and in the future, whether they be state, interstate, national or international. DiSanto, Priest & Co. offers services in: Accounting and Audit; Tax Planning & Compliance; Business Valuation & Litigation Support; Personal Financial Planning (non-securities-related); Management Consulting: Special Projects & Studies.
Visit them at www.disantopriest.com |
 | BENTLEY EMPLOYEE BENEFITS GROUP
Bentley Employee Benefits Group leverages the experience and expertise of our professional staff to provide employers a single provider for their benefit plans from design through record keeping, reporting and compliance. When employers choose the Bentley Employee Benefits Group, they are guaranteed to receive careful attention to their individual needs and a plan specifically designed for their situation. |
 | BENTLEY CONSULTING GROUP, LLC
Bentley Consulting Group, LLC provides a variety of services to improve not only the bottom line of your business, but also its overall operations. Our expertise in areas such as Business Valuation & Litigation Support, Cost Segregation Studies, Research Tax Credit Studies, Human Resources Consulting, Marketing Advisory Services, Advisory Services for Professional Firms and IT Consulting can help you manage your company’s growth and strategically plan for its future.
Vist them at www.BentleyCG.com
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