Faran joined the SFP Wealth team in July of 2024 supporting the Client Operations Team. He is responsible for supporting the advisors and delivering comprehensive client solutions. Faran is passionate about relationship building and delivering quality client service.

Faran earned his BBA in Finance with a specialized concentration in financial analytics from the University of Massachusetts Isenberg School of Management. He currently resides in Newton, MA. Outside of the office, you can find him skiing, practicing jiu jitsu, or spending time with friends. As an avid Boston sports fan, he loves any opportunity to attend a game in the city!

Sophie joined SFP Wealth in April 2025 as an Analyst for our Retirement Plan team. In her role, she supports ongoing plan management and investment due diligence. She is dedicated to enhancing the client experience and delivering high-quality service to both plan sponsors and participants.
She earned her Bachelor of Arts in Economics and History from Saint Anselm College in 2019 and holds the Series 7 and Series 66 registrations and CPFA® designations.
Based in Boston, Sophie enjoys an active lifestyle that includes hiking, skiing, and running along the Charles River Esplanade. She also values time with family and friends, often visiting Cape Cod on weekends. Sophie was captain of the women’s rugby team in college, and while she no longer plays, she loves watching a rugby match in a local pub.

Noah joined SFP Wealth in March 2024 as an analyst on our retirement planning team. He has worked as a financial advisor, specializing in sales, financial planning, and wealth management. Within his role, Noah assists our corporate clients by overseeing ongoing plan management and conducting investment due diligence.

Noah graduated from Springfield College with a BBA in 2021, and his MBA in 2022. Throughout his five-year tenure at Springfield College, he played on the Springfield College men’s baseball team. He holds his Series 7 and 66 licenses, as well as his Producer’s Life and Accident and Health or Sickness licenses.

He currently resides in Boston, MA. When he’s not in the office, Noah enjoys golfing, snowboarding, or relaxing on the beach in Cape Cod. He is a huge Boston sports fan, loves to catch a game whenever he can, and playing in softball and volleyball leagues around the city.

From an early age, Dan always sought out ways to embrace his competitive spirit, whether in sports, academics, or the occasional debate. After five years of working in the industry, Dan co-founded SFP Wealth in 2007, where he oversees both the investment and operations sides of the business, while still working directly with clients. Dan thrives off identifying challenges and looks at each of his clients’ financial situations as a puzzle, employing a wholistic approach to ensure that every piece fits together while always honoring their goals and wishes.

Dan earned a BA from Colgate University in Political Science and played on the Varsity golf team. With over 20 years of experience in the financial sector, Dan is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and holds the designation of Accredited Investment Fiduciary. He holds his Series 7, 63, and 65 licenses, as well as his Producer’s Life, Accident and Health or Sickness licenses. Since 2012, Dan has been recognized as a Five Star Wealth Manager*.

Dan and his wife split time between Boston and Scituate with their son, daughter, and their dog, Sully. In his spare time, you can usually find Dan on the golf course, on the top of a ski mountain, or researching a new travel destination to add to his bucket list. He’s an avid concertgoer and can’t think of a bad night spent on any concert, play, or comedy show over the past decade. Unplugging is important to Dan and being present for his family, friends, and clients is always a top priority.

*This award was issued by Five Star Professional. For each year issued, the issue date and time period are as follows: 2012 – 2/1/12, 5/23/12 – 1/6/12; 2013 – 2/1/13, 5/23/13 – 1/6/13; 2014 – 2/1/14, 5/23/14 – 1/6/14; 2015 – 2/1/15, 5/23/15 – 1/6/15; 2016 – 2/1/16, 5/23/16 – 1/6/16; 2017 – 2/1/17, 5/23/17 – 1/6/17; 2018 – 2/1/18, 5/23/18 – 1/6/18; 2019 – 2/1/19, 5/23/19 – 1/6/19; 2020 – 2/1/20, 5/23/20 – 1/6/20; 2021 – 2/1/21, 5/23/21 – 1/6/21; 2022 – 2/1/22, 5/23/22 – 1/6/22; 2023 – 2/1/23, 5/23/23 – 1/6/23.

Daniel Cappucci is a registered representative of and offers securities, investment advisory and financial planning services through MML Investors Services, LLC. SFP Wealth is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies. OSJ: 1 Marina Park Drive, 16th Floor Boston MA 02210. 617-585-4500.

Thomas has been a CERTIFIED FINANCIAL PLANNER™ practitioner since 1987 and joined Strategic Financial Partners in 1994. He holds his securities licenses 6, 63, 65, 7, and Life and Health licenses. His areas of focus include retirement and estate planning, business succession and benefits planning, insurance, investments, annuities, and educational seminars.

Thomas is an active member of the Financial Planning Association and is a former adjunct faculty member at Bentley College. He was also a real estate developer, small business consultant, CEO and CFO of Venture Companies, and Trustee for a number of real estate trusts.

Michelle joined SFP Wealth in 2015 as our practice manager for protection products. With over 14 years of experience as a new business case manager at First American Insurance Underwriters, Michelle came to the team eager and ready to hit the ground running, ensuring that all clients have a smooth underwriting experience.

Michelle manages our protection practice division, establishing and servicing all Life, Disability and Long- Term Care products. She works tirelessly to ensure that all requests are handled in a timely manner and her kindness, patience, and poise are infectious throughout the office. Michelle holds her Producer’s Life and Accident and Health or Sickness licenses in the state of Massachusetts.

Michelle lives in Foxborough, MA. She is happiest surrounded by her family and loves nothing more than being a mom and a grandmother. Outside of the office, you can find Michelle cooking, baking, trying new restaurants, or checking out the latest concerts. She loves to travel and dreams of warm summer days on the beach in Cape Cod, BBQs, and evening walks for ice cream.

Andrew co-founded SFP Wealth in 2007 with the goal of helping people and companies take action on the important and often-times complex financial decisions that come with success. He specializes in the full integration of personal business and estate planning services, alongside his work in the retirement plan space, where he provides fiduciary services to mid-size qualified retirement plans and private equity portfolio companies.

In addition to his role as Partner at SFP Wealth, Andrew joined the leadership team at Baystate Financial in January 2024 and is currently a Co-Managing Partner. With nearly 20 years of experience working with clients across the country, Andrew has recently been recognized as a Five Star Wealth Manager (from 2012 through 2023) *, a Forbes Top Financial Securities Professional Best-In-State, and a NAPA Top DC Advisor**.

Andrew earned his BA from Georgetown University in Economics and Government. He holds the CERTIFIED FINANCIAL PLANNER™ certification (CFP®), Chartered Life Underwriter (CLU®), and Accredited Investment Fiduciary (AIF®) designations, along with Series 6, 7, 24, 63, and 65 securities registrations, and Producer’s Life, Accident and Health or Sickness, and Property and Casualty insurance licenses. 

Andrew currently lives in Needham, MA with his wife and three kids. Outside of work you can find him in the rink coaching youth hockey, sweating it out at CrossFit, enjoying his go-to burrito bowl from Chipotle, or squeezing in a quick 18 holes of golf. 

* This award was issued by Five Star Professional. For each year issued, the issue date and time period are as follows: 2012 – 2/1/12, 5/23/12 – 1/6/12; 2013 – 2/1/13, 5/23/13 – 1/6/13; 2014 – 2/1/14, 5/23/14 – 1/6/14; 2015 – 2/1/15, 5/23/15 – 1/6/15; 2016 – 2/1/16, 5/23/16 – 1/6/16; 2017 – 2/1/17, 5/23/17 – 1/6/17; 2018 – 2/1/18, 5/23/18 – 1/6/18; 2019 – 2/1/19, 5/23/19 – 1/6/19; 2020 – 2/1/20, 5/23/20 – 1/6/20; 2021 – 2/1/21, 5/23/21 – 1/6/21; 2022 – 2/1/22, 5/23/22 – 1/6/22; 2023 – 2/1/23, 5/23/23 – 1/6/23. The award is based on 10 objective criteria. Eligibility criteria-required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review; 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria-considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not an endorsement or indicative of the future performance of the wealth manager. A fee was not paid for consideration however a fee is paid for marketing materials. For additional information, visit www.fivestarprofessional.com.

** National Association of Plan Advisors (NAPA) Top DC Advisor Teams is issued to teams defined as being at a single physical location and having at least $100 million in self-reported defined contribution (DC) plan assets under advisement (AUA). The 2021 list was published on 3/29/2022 based on AUA as of 12/31/2021. The 2022 list was published on 3/16/2023 based on AUA as of 12/31/2022. AUA is defined as the total value of DC plan assets on which the advisor team provides guidance and receives a fee or commission. These assets are generally held away at 3rd party plan providers. AUA is not to be confused with regulatory Assets Under Management (“AUM”) as defined by the Securities and Exchange Commission. The award is not an endorsement or indicative of the future performance of the financial adviser. MML Investors Services, a MassMutual subsidiary, is a member firm and pays and annual fee to maintain its membership. MassMutual is not involved in the nomination or final selection process. A fee was not paid for consideration. For additional information, please visit www.napa-net.org.

Andrew Cleary is a registered representative of and offers securities, investment advisory and financial planning services through MML Investors Services, LLC. SFP Wealth is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies. OSJ: 1 Marina Park Drive, 16th Floor Boston MA 02210. 617-585-4500.

Jacob joined Baystate Financial as an Intern in July 2020, supporting Jim Wolfson's practice. After graduation, he started full-time with Baystate Financial and joined the SFP Wealth team as a Financial Associate in January 2025. He is responsible for supporting the advisors.

Jacob earned his BS in Business Administration with a concentration in Finance from Champlain College's Stiller School of Business. He currently resides in Boston, MA. Outside of the office, you can find him skiing, sailing, camping & spending time with his friends & family. 

Joel joined SFP Wealth in June 2022. As an integral part of both our retirement and wealth management teams, Joel is responsible for enhancing our client experience, ongoing plan management, and investment due diligence. He graduated from the University of Massachusetts Amherst with a BS in Mathematics and a focus in Actuarial Science and Statistics. He holds his Series 7 and 63 licenses, as well as his Producer’s Life, Accident and Health or Sickness licenses.

Joel currently resides in Boston, MA. Outside of the office, you can find him hiking, biking, or pretty much anywhere people are gathering for a sporting event, concert, or game. Joel’s hidden talent is in the kitchen where he loves to cook and experiment with new recipes. Having grown up in New England all of his life, Joel is a die-hard Boston sports fan, but nothing quite compares to a summer night at Fenway Park.

Ryan joined SFP Wealth in 2021 as a relationship manager for our retirement team. Previously, he has worked in both sales and client services at a top 401(k) recordkeeper. Ryan is responsible for ongoing plan management, investment due diligence, and enhancing the client experience. He is truly passionate about educating plan participants on the importance of saving for their future.

Ryan graduated from Northeastern University with a bachelor’s degree in Business Administration and a concentration in Finance. He holds the Series 7, 63, Producer’s Life, and CPFA^® licenses.

Ryan lives in Belmont, MA with his wife, son, dog, and 2 cats. Outside of the office, you’re most likely to find Ryan in a hockey rink during the colder winter months, or with friends enjoying a beautiful day on the golf course. Ryan loves being a dad, spending time with his family, being outside, taking his dog for walks, and as a native Bostonian, loves all things Boston sports.

John has worked in the financial services industry for more than 30 years. He joined Baystate Financial Services in March of 2005. Prior to joining Baystate, John was a Registered Representative of 1717 Capital Management Company, and the managing partner at Farrelly, Hammer & Smith. His practice covers all aspects of financial planning, including: investment management, asset protection, retirement and estate planning.

John holds the Chartered Life Underwriter (CLU^®) designation, and the Chartered Retirement Planning Counselor (CRPC^®) designations from the American College in Bryn Mawr, Pennsylvania. He holds the Series 6, 63, 65, and 7 securities licenses, and is an active member of the Institute of Certified Financial Planners^®, as well as the National Association of Insurance and Financial Advisors.

John serves on the Board of Advisors of the Boston University Program for Financial Planners, and the College of Management at the University of Massachusetts, Boston. John is a Founding Member of the University of Massachusetts Club, Boston, MA. John is a graduate of the University of Massachusetts, Amherst. He and his wife, Donna, live in the Back Bay section of Boston.

As our Chief of Staff, Amy serves as the liaison and direct point of contact between the partners, team members, and our broker-dealer. She manages practice growth and development and oversees all goal- oriented processes for practical and swift resolution of business flow issues. Amy is known for establishing long-lasting relationships, fostering an environment for open communication, and ensuring the highest standards for our client service experience.

In 2011 Amy joined the SFP Wealth team with a unique background in chemistry and marketing. She holds multiple degrees in Chemistry and Biology with a minor in Spanish. She is also a certified Secondary Education teacher and a licensed Reiki Practitioner.

Amy currently lives in Needham with her husband. She is a lifelong philanthropist, and her list of accomplishments is as big as her heart. While Amy can often be found regularly volunteering for many charitable events, the Pan-Mass Challenge is where Amy has dedicated hundreds of hours over the past 20+ years in support of cancer research. When Amy’s not at the office, on her bike, or donating her time, she loves to travel, spend time with her family, relax with a knitting project, or dig into a great book.

Catherine joined SFP Wealth in March of 2024 as a Business Development Manager, Retirement Plans. With over 20 years of industry experience, Catherine is known for her expertise in cultivating strategic alliances with plan sponsors. Her adeptness lies in fostering collaborative partnerships aimed at crafting and maintaining retirement plans as indispensable instruments for attracting, retaining, and incentivizing the workforce. Leveraging her extensive expertise in plan design and administrative solutions for 401(k) and 403(b) retirement plans, Catherine orchestrates introductions and fosters partnerships that are instrumental in partnering with the SFP Wealth leadership team.

Catherine earned her bachelor’s degree from Central CT State University. Catherine holds the Series 6 and 63 licenses.

Residing in West Hartford, Connecticut, Catherine enjoys cooking, distance running, and travel. Alongside her professional endeavors, she actively contributes to the community as a board member of the Member Friends of Glastonbury Rowing Inc. She is most happy as a mother, spending time with her three kids and two stepchildren.

Jim joined SFP Wealth in 2017 as a wealth advisor. He brings over fifteen years of experience in the private wealth management industry and has a background in investments and client services. He is passionate about listening to his clients’ goals and aspirations while also ensuring they understand every aspect of the design, implementation, and monitoring of their financial road map.

Jim earned a BA from Union College in Political Science and his MBA from the Questrom School of Business at Boston University. He is a CERTIFIED FINANCIAL PLANNER™ (CFP^®) practitioner, Certified Exit Planning Advisor (CEPA), holds his Series 7 and 63 licenses, as well as his Life, Accident, and Health licenses.

He currently lives in Newton with his wife and two sons. Outside of work, Jim enjoys going to the gym, coaching his sons’ Little League, and is well-known among family and friends for his BBQ ribs on the smoker. Jim is extremely involved in the Newton community as an active member of the Corpus Christi - St. Bernard Parish and a commissioner on the Newton Economic Development Commission, responsible for advising the city on policy objectives for economic development.

John joined SFP Wealth in January 2026 as a Marketing Manager.  In his role he leads the execution and coordination of marketing initiatives. Driving client engagement and firm growth, John has a passion for creativity and community engagement. A double graduate of Boston University, he earned a Bachelor of Science in Hospitality Administration in 2006 and a Master of Science in Advertising in 2014.

Currently residing in Norwood, MA John enjoys spending time with his wife and two daughters.  Outside of the office, he enjoys hanging out with friends and neighbors or you can find him on a ski slope, on a golf course or by the water.  John loves listening to music of all genres and generations often having impromptu dance parties with his girls, his happy place is sitting in his living room listening to vinyl records with an Old Fashioned in hand.

SFP Wealth welcomed Steven Johnian, our Alliance Relationship Manager, in the fall of 2022. Prior to joining the team, Steven lead Commonwealth Financial Network’s strategic retirement solutions team. With over 14 years of experience in the retirement services industry, Steven is responsible for building and running the advisor support program at Baystate Financial. He supports advisors and plan sponsors across the spectrum of their retirement plan and business needs while helping advisors successfully grow, manage, and scale their retirement plan business. Steven also plays a key role staying on top of the impact legislation and regulatory affairs have on the retirement space.

Steven graduated from the University of Massachusetts Lowell with a Bachelor of Business Administration and concentration in Finance. He is a Certified Plan Fiduciary Advisor (CPFA®) and Accredited Investment Fiduciary (AIF®). Additionally, Steven holds his Series 7 and 66 licenses, and his Producer’s Life, Accident and Health or Sickness licenses.

Steven lives in Dedham, MA with his wife and daughter. He enjoys spending time with his family and friends, exercising, and traveling. A perfect day for Steven would be waking up before the sun in Aruba to get an early workout in, spending the day on the beach with his family, and watching the sun go down over a late dinner.

Matt joined SFP Wealth in June 2017 as the Practice Manager of Investments, supporting the day to day processing and implementation of investment accounts for new and existing clients. In this role, he handled asset transfers, trade processing, account updates, and client liquidity requests, helping ensure portfolios were properly implemented.

Matt developed a strong interest in supporting clients as they work toward their financial goals and transitioned into his current role as an Associate Wealth Advisor. He is known for his loyalty, strong work ethic, and dedication to building trusted, long-term relationships with clients.

Matt graduated from the University of New Hampshire with dual degrees in Business Administration and Economics, with a concentration in Finance. He is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and holds his Series 7 and 63 licenses, along with Producer licenses for Life, Accident, and Health or Sickness insurance.

Matt resides in Maynard, Massachusetts. Outside of the office, he enjoys staying active through running, playing soccer, hiking, snowboarding, and cold plunging. He also loves exploring new breweries with friends and family. Matt spent a semester abroad in Budapest, Hungary, which deepened his love for travel, and he is always researching his next destination. CRN202901-10411735

Michael joined SFP Wealth in April 2024 as an analyst. He assists with the portfolio management process and helping meet client’s investment needs. Prior to SFP Wealth, he has worked as a research analyst specializing in researching equities and wealth management.

Michael graduated from Stonehill College in 2017 with a BS in Finance. He also carries the Chartered Financial Analyst (CFA) designation.

He currently resides in Waltham, MA where he also works as a firefighter for the Waltham Fire Department. When he’s not in the office, Michael enjoys golfing and visiting Cape Cod.

Emmett joined SFP Wealth in July 2025 as an Associate on our team. In this role, he supports our corporate clients through ongoing plan management and navigating regulatory updates.

He graduated from Babson College with a double major in Finance and Data Analytics. During his time at Babson, he was a member of the men’s lacrosse team.

Outside the office, Emmett enjoys spending time with friends, going for runs, playing golf, and relaxing at the beach.

Dan joined SFP Wealth in 2015 as a client relationship manager. With over 25 years of experience in the retirement services industry, Dan is responsible for building long-term relationships with our corporate clients. Dan is responsible for managing all aspects of our client relationships, including benchmarking of qualified plans, leading enrollment meetings, educating plan participants, conducting investment analyses, preparing retirement plan proposals, and helping plan sponsors convert and implement retirement plans. He is a thoughtful listener, attentive to detail, and always comes to the table with multiple options to ensure that his clients’ needs are not only met but exceeded.

Dan earned a BA in Business Administration and Management from Saint Anselm College. He carries the Chartered Retirement Plans Specialist (CRPS®) designation and holds his Series 6 and 63 licenses.

Dan and his wife reside in Dedham, MA where they raised their four children and two German Shepherds. Dan was born to be a coach, racing around various hockey rinks and fields across the state, mentoring not only his own children, but also their friends and teammates. His passion for music has been a constant throughout his life. With over 250 concerts under his belt, Dan likes to humorously remind those close to him that in his past life, he was a “very popular” wedding DJ. Dan’s happy place is the Outer Banks during the summer, cocktail in hand, surrounded by family.

Jack joined SFP Wealth in January 2025 as a Financial Associate, supporting our client operations team and Financial Advisors. With four years of experience as an Internal Wholesaler at Putnam Investments and Franklin Templeton, Jack brings a wealth of knowledge and expertise to our team. 

Jack graduated from the University of New Hampshire in 2020 with a BS in Business Administration, focusing on Finance and minoring in Economics. He currently resides in South Boston, MA. Outside of the office, Jack enjoys skiing, golfing, attending live music events, traveling, and spending quality time with friends and family. As a passionate Boston sports fan, he enjoys attending games and supporting his local teams.

In January of 2024, Alex joined SFP Wealth as a Financial Advisor. With over 35 years of experience in the investment management sector, he brings a unique background in building connections with individuals, families, and corporations, assisting them on the path to financial independence. Alex specializes in a wide array of investment products such as equities, fixed income, and alternatives. His passion lies in offering customized solutions to safeguard and enhance his clients' assets throughout every stage of life.

Alex earned his Diploma in Accountancy from the City of London Polytechnic. He is a Fellow of The UK Chartered Institute for Securities & Investment (The CISI) and holds his Series 7,63,65,66, and 82 licenses and producer’s Life, Accident and Health or Sickness insurance licenses.

Both California and Boston are home for Alex. Alex's love for travel has led him to explore various corners of the world, providing him with the opportunity to not only traverse the globe but also to assist clients. When he’s not working, traveling, or catching up with friends and family, Alex is known for hitting the open road with his extensive collection of custom motorcycles.

Tim began his journey with SFP Wealth in 2017 as an intern before being promoted to portfolio analyst. He then worked as an associate director of research for a Boston-based registered investment advisor, supporting the review and selection, due diligence, and solicitation support for their partner hedge funds and boutique alternative managers. Tim made his way back to SFP Wealth in the spring of 2023 as a Portfolio Manager. He is responsible for overseeing the firm's discretionary models and portfolio reviews, macro-economic outlook, strategic and tactical asset allocation, risk management, and post-trade performance reporting. He also acts as subject matter expert and primary investment liaison between SFP Wealth’s internal and external stakeholders.  

Tim holds a B.S in Economics-Finance and an M.S. in Quantitative Finance from Bentley University. He is a Chartered Financial Analyst (CFA) candidate and holds his Series 7, 63, 65, and 82 licenses.  

Tim currently resides in Hingham, MA. In his free time, you’re likely to find Tim on the golf course whenever the weather allows. He enjoys all things automotive, from watching Formula One to going on road trips or fixing and driving his vintage muscle car.

Raymond joined SFP Wealth after graduating from college in 2015. After spending time as a practice manager for investments and an investment and retirement plan analyst, Raymond became a Managing Director/Financial Advisor. Whether working with individual clients, managing retirement plans, or completing due diligence around new business acquisitions, Raymond supports all lines of business at SFP Wealth. He holds himself to the highest standards of transparency, honesty, and integrity. With a keen ability to identify opportunities that align with his client’s objectives, Raymond is able to implement custom-designed strategies that are tailored to their unique needs and circumstances. Raymond takes the time to listen to his client’s needs and concerns, exploring every available option before recommending a course of action.

Raymond graduated from the University of Massachusetts, Amherst with a BBA in Finance from the Isenberg School of Management, a BA in Italian Studies, and a minor in Economics. He is a CERTIFIED FINANCIAL PLANNER™ professional (CFP®) and a Chartered Retirement Plans Specialist (CRPS®). He holds his Series 7 and 63 licenses, as well as his Producer’s Life and Accident and Health or Sickness licenses.

Raymond currently resides in Dorchester, MA. He is known for his restaurant recommendations around Boston, as well as the best spots for live music, concerts, and sporting events. In his free time, you can find Raymond working out at the gym, trying new recipes, and spending time with his friends and family. He is always eager to take on new challenges and is constantly seeking out new adventures.

Brian joined SFP Wealth as a financial advisor in 2023. He assists a diverse array of clients, ranging from businesses seeking tailored corporate solutions to individuals seeking personalized private client services. With over two decades of experience as a seasoned financial services veteran, Brian brings a wealth of expertise to the table. His robust background in finance and investment management is complemented by a profound understanding of the intricacies within the asset management, insurance, and venture capital sectors.

He started his professional career as a corporate lawyer and has been a successful C-level executive with a number of technology and fintech companies. He graduated cum laude from Harvard University, where he was a member of the Men's Varsity Hockey team, and later earned his JD from Boston College Law School. Brian holds his Series 7 and 66 licenses, as well as his Life, Accident, and Health licenses.

Brian lives in Dover, MA. In his free time, you can find him cheering on any given Boston sports team or playing in a men’s hockey league.

Leslie joined SFP Wealth in 2019 as a financial associate as part of John Farrelly’s transition into SFP Wealth. Prior to this, Leslie worked as a practice manager for over twenty-five years and has been instrumental is ensuring the smooth transition of Farrelly clients into the SFP Wealth practice. Leslie is responsible for all client account services, including new and existing accounts and clients. Her ongoing relationships exemplify her caring nature and desire to always do what is best for her clients.

Leslie lives in Attleboro, MA. Outside of the office, she enjoys spending time with her family, going to the beach, biking, kayaking, and traveling. Leslie’s ideal day would be spent near the ocean with family and friends.

Emily joined SFP Wealth in 2014 as a wealth advisor. While her mission is to assist individuals and families in defining their financial goals and achieving financial freedom, her passion is to become a lifelong resource to her clients and to assist them through all of life's stages. At SFP Wealth, Emily utilizes a team approach, utilizing all resources and assets, to create custom financial strategies for her clients.

Emily earned her BA from the University of South Florida in Finance. She holds her Series 7, 63 as well as her Producer’s Life, Accident and Health or Sickness licenses. Emily is a CERTIFIED FINANCIAL PLANNER™ (CFP^®) practitioner, a Certified Divorce Financial Analyst (CDFA^®), and is an active member in the Financial Planning Association.  

Emily lives in Natick, MA with her husband and son. Outside of the office, she enjoys spending time with her family and friends, traveling, and finding healthy recipes to cook. She loves to stay active, whether it be riding the Peloton, going for a walk, or going to the gym for a bootcamp style workout.

Seth joined SFP Wealth in 2015 as a Managing Director/Financial Advisor. As a bespoke financial planner and wealth manager, Seth has worked with many of his clients, and their families, for over a decade. His main objective is to become a lifelong resource for those he advises, taking great pride in being one of the first points of contact whenever a client experiences a major life event.

Prior to joining the team, Seth worked as Personal Wealth Advisor for Ameriprise Financial. With over 20 years of experience, Seth’s areas of experience include comprehensive financial planning, wealth management, protection products such as life and disability insurance, retirement planning, and estate planning.

Seth earned his BA from the Whittemore School of Business & Economics at the University of New Hampshire with a dual focus in Accounting and Finance. He holds his Series 7, 9, 24, 63, and 66 licenses, as well as his Chartered Retirement Planning Counselor (CRPC®) designation. He has been featured in Boston Magazine as a Five Star Wealth Manager* in Financial Planning each year since 2013 – a recognition achieved by very few investment professionals in New England.

Seth, his wife Amy, and daughter Margot currently reside in Watertown, MA. In his free time, Seth is a distance runner and endurance athlete, and enjoys volunteering his time with local organizations helping out in the community. He is on the Board of Directors of Hawkeye Campership Fund, a foundation having an incredibly transformational impact on children throughout New England and the country.

*This award was issued by Five Star Professional. For each year issued, the issue date and time period are as follows: 2013 – 2/1/13, 5/23/13 – 1/6/13; 2014 – 2/1/14, 5/23/14 – 1/6/14; 2015 – 2/1/15, 5/23/15 – 1/6/15; 2016 – 2/1/16, 5/23/16 – 1/6/16; 2017 – 2/1/17, 5/23/17 – 1/6/17; 2018 – 2/1/18, 5/23/18 – 1/6/18; 2019 – 2/1/19, 5/23/19 – 1/6/19; 2020 – 2/1/20, 5/23/20 – 1/6/20; 2021 – 2/1/21, 5/23/21 – 1/6/21; 2022 – 2/1/22, 5/23/22 – 1/6/22; 2023 – 2/1/23, 5/23/23 – 1/6/23.

Seth Waltz is a registered representative of and offers securities, investment advisory and financial planning services through MML Investors Services, LLC. SFP Wealth is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies. OSJ: 1 Marina Park Drive, 16th Floor Boston MA 02210. 617-585-4500.

Jeff joined the SFP Wealth retirement team in 2021. As a key member of our team, Jeff oversees all aspects of our client relationships, from benchmarking qualified plans and leading enrollment meetings to educating plan participants, conducting investment analyses, preparing retirement plan proposals, and assisting plan sponsors with converting and implementing retirement plans. Known for cultivating lasting relationships with his clients, Jeff is passionate about crafting a personalized experience that caters to his clients’ unique needs.

Jeff graduated from the University of New Hampshire in 2014 with a bachelor’s degree in Finance. He holds his Series 6, 63 and Producer’s Life Insurance licenses.

Jeff currently resides in Woburn, MA with his fiancé. Outside of the office, he enjoys spending time with family and friends, whether it's playing hockey, teeing off at the golf course, or rooting for his beloved Boston sports teams.

Jim started his career with Baystate Financial in 2001 and joined the SFP Wealth team with over 35 years of industry experience. As a seasoned financial planner, Jim has extensive experience in investments, retirement planning, protection products, estate planning, and specializes in generational planning for his clients. Jim takes great pride in his role as a Managing Director/Financial Advisor and his greatest joy is developing long standing relationships with his clients.

Jim graduated from Tufts University with a BA in Economics. Jim is a CERTIFIED FINANCIAL PLANNER™ professional (CFP®) practitioner and holds his Series 6, 7, 63 licenses, as well as his Producer’s Life, Accident and Health or Sickness licenses.

Jim lives in Natick, MA with his wife. He loves to travel, spend time with his boys, and extended family and friends. Jim is known for being an avid sports fanatic and is a beloved Boston Red Sox fan. His happy place is a beautiful sunny day at Fenway Park. 

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Braeden joined SFP Wealth in October of 2025 as an Associate Wealth Advisor. He supports our advisors and helps provide a seamless client experience by assisting with client reviews, updating accounts, financial planning support, and client outreach. He is dedicated, detail-oriented, and committed to helping clients receive the best service possible.

Braeden graduated from Bryant University with a Bachelor of Science in Business Administration, concentrating in Finance and minoring in Economics.

He currently lives in Somerville, MA. In the winter you’ll find him skiing, while summer is reserved for golf and country concerts. A diehard Boston sports fan, he makes it a priority to catch games whenever he can.