Andrew Cleary, CFP®, AIF®, CLU®
Partner
781-239-2017
acleary@sfpwealth.com
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Dan Cappucci, CFP®, AIF®
781-239-2015
dcappucci@sfpwealth.com
Seth Waltz, CRPC®
Principal, SFP Wealth
781-239-2085
swaltz@sfpwealth.com
Jim Wolfson, CFP®
781-239-2060
jwolfson@sfpwealth.com
John Farrelly, CFP®, CLU®, CRPC®
Principal Emeritus
617-585-4541
jfarrelly@baystatefinancial.com
Emily Simcoke, CFP®
Senior Financial Associate
781-239-2039
esimcoke@sfpwealth.com
Raymond Pedrick, CFP®, CRPS®
Financial Advisor
781-239-2071
rpedrick@sfpwealth.com
Jim Griglun, CFP®, MBA
781-239-2091
jgriglun@sfpwealth.com
Matthew Kiley
Financial Associate
781-239-2036
mkiley@sfpwealth.com
Leslie Rollins
lrollins@sfpwealth.com
Demetrius Ramirez
781-239-2009
dramirez@sfpwealth.com
Dan McDonnell, CRPS®
Director of Retirement Plans - Operations
781-239-2010
dmcdonnell@sfpwealth.com
Steven Johnian, CPFA®, AIF®
Alliance Relationship Manager
781-239-2059
sjohnian@sfpwealth.com
Joe Montana, CPFA®, AIF®
Relationship Manager
781-239-2003
jmontana@sfpwealth.com
Jeff West, CPFA®
781-239-2011
jwest@sfpwealth.com
Ryan Curley, CPFA®
781-239-2031
rcurley@sfpwealth.com
Pat Casserly, CPFA®, MBA
781-239-2032
pcasserly@sfpwealth.com
Joel Culkins
Associate - Retirement Plans
781-239-2026
jculkins@sfpwealth.com
Amy Fradkin
Chief of Staff
781-239-2019
afradkin@sfpwealth.com
Michelle Cerone
Practice Manager, Protection Products
781-239-2018
mcerone@sfpwealth.com
Erika Esposito
Investment Operations Analyst
781-239-2076
eesposito@sfpwealth.com
Nick Safina
Marketing Manager
781-239-2014
nsafina@sfpwealth.com
Caitlin Furcillo
Marketing Consultant
cfurcillo@sfpwealth.com
