About Us

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Our Story

We love what we do, and it shows

Wealth means different things to different people. For some, it's simply having enough money to cover the basics like food and shelter. For others, it's being able to afford luxuries and experiences that make life more enjoyable. But no matter how you define it, one thing is certain: building wealth takes time, patience, and most importantly, a plan.

At Rise Group, we love what we do and the people we work with. We are grateful for the opportunity to serve our clients and provide value in their lives. Our team strives to maintain a humble mindset and prioritize meaningful connections, which allows us to nurture trust within our relationships.

We know that grit, gravitas, and good character are essential ingredients for success. And above all else, we strive to always remember that people are more important than profits. This philosophy has served us well as we've helped our clients build wealth over the years. Whether it's working with families to build a solid financial foundation like buying their first home or helping individuals secure an investment property, we 're committed to making a positive impact in the lives of those we serve.

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Our Vision

Engineering Dreams

We hold steady the vision of our clients success, in order to engineer wealth-generating solutions. We are committed to helping our clients realize their financial dreams for their family, community, and legacy. 

We exist to be in service so together we Rise. 

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Our Team

Meet Our Leaders


Thai Pham

Managing Partner

Thai Pham

Cris Lopez

Managing Partner

Cris Lopez

James Quintero

Managing Partner

James Quintero

Chris Strange

Managing Partner

Chris Strange

Nayab Syed

Director of Operations

Nayab Syed