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Our Team

Andrew started his career in the insurance industry and joined Strategic Financial Partners in 2005. After developing his own practice with Daniel and Thomas Cappucci, he became a founding Principal Partner at SFP Wealth in 2007....

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Dan began his career at Strategic Financial Partners in 2001 working in the Investment and Financial Planning Departments. He and his father, Thomas Cappucci, later partnered with Andrew Cleary in 2007 to create SFP Wealth, LLC. Over...

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Thomas Cappucci started his career as an educator and then joined Strategic Financial Partners in 1994. In 2005, Tom, his son Daniel Cappucci, and Andrew Cleary became the founding Principals of SFP Wealth. Tom's wealth of knowledge...

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Seth joined Baystate Financial in 2008, and was formally a Vice President with a national financial planning firm where he began his career. He holds his Chartered Retirement Planning Counselor (CRPC) designation through the College...

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Emily Cluff has worked at SFP Wealth since 2014. Her mission is to assist individuals and families in defining their financial goals and achieving financial freedom. Her goal is to become a lifelong resource to her clients, and she...

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Jim joined SFP Wealth in April 2017 as a Financial Associate. He brings over ten years of experience in the private wealth management industry and has a passion for helping individuals and families achieve their financial objectives....

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As our Director of Operations, Amy is the liaison between clients, advisors, team members and our broker-dealer. Amy's main focus is to oversee overall practice growth and to ensure that each and every client receives the highest...

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JD Verniero, CFA

Director of Investments, Portfolio Manager

(781) 239-2059

JD, our Portfolio Analyst, is responsible for the supervision and analysis of our discretionary investment accounts. He specializes in analyzing and recommending outsourced (Third Party) investment management solutions and selecting...

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Tim joined SFP in June 2018 after spending almost a year as our intern in the investment department. As Portfolio Analyst he is responsible for investment analysis, portfolio reviews and ongoing monitory, and trading of portfolios. He...

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Dan McDonnell, CRPS®

Client Relationship Manager - Retirement Plans

(781) 239-2010

Dan joined SFP Wealth in 2015 and brings over 20 years of experience in the Retirement Services industry. In his role as Client Relationship Manager, he is responsible for managing the overall client experience for SFP Wealth’s...

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Raymond Pedrick, CRPS®

Investment & Retirement Plan Analyst

(781) 239-2071

Raymond Pedrick is our Investment and Retirement Plan Analyst. As a SFP Wealth Investment Committee Team member, Ray assists our Advisors with client portfolio management, fund allocations, investment research and trading. He also...

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Morgan Pace, CRPS®

Client Relationship Manager - Retirement Plans

(781) 239-2054

Morgan Pace, CRPS® Morgan joined our team in February of 2018 as a Client Relationship Manager. She is responsible for managing the overall experience for SFP Wealth’s corporate retirement plan clients. Morgan’s primary...

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Michelle Cerone

Practice Manager - Protection Products

(781) 239-2018

Michelle is our team’s protection practice manager and is responsible for all new incoming and existing business for our life insurance department. She works with clients directly to help ensure that the underwriting process,...

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Matthew Kiley

Practice Manager - Investments

(781) 239-2036

Matthew Kiley is our Practice Manager for Investments and his primary focus is to process all incoming new business, prepare applications for advisors and clients and to service all existing investment requests. Matt Graduated from the...

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Nick Safina

Marketing & Client Services Coordinator

(781) 239-2014

Nick initially joined our team July of 2017 as a summer Marketing Intern and returned in May of 2018 as our Marketing and Client Services Coordinator. Nick is responsible for creating and developing all proprietary marketing pieces,...

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