Meet the Team

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.

Pat joined the SFP Wealth team in August of 2021 as a client relationship manager for retirement plans. Prior to this role, Pat held various positions in the financial service industry including sales, asset management, and relationship management at a top 401(k) provider.

As an integral part of the SFP Wealth retirement team, Pat is responsible for managing long-term relationships with our corporate clients, consulting on 401(k) plan design, investments, and product solutions. He is known for being extremely detail oriented, highly engaged, and projects professionalism and competence in a way that assures confidence in those around him.

Pat earned his BA from University of Massachusetts Amherst in Political Science and Psychology and his MBA from the Questrom School of Business at Boston University. He holds the designation of Certified Plan Fiduciary Advisor (CPFA^®) and holds his Series 7 and 63 licenses. Additionally, Pat is a Professional Paralegal (PP) and is Lean Six Sigma Green Belt (ICGB) certified.

Pat currently resides in Brookline, MA. He is an avid non-fiction reader, loves to travel, and is known by his nephew as a “funcle”, i.e. a fun uncle. Pat is happiest when he is outside, whether it be on a long motorcycle ride, snowboarding with friends, or scuba diving off the coast of a beautiful beach.

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. When developing the best financial roadmap for his clients, Andrew is passionate about building strong, authentic, and long-lasting relationships. He specializes in the full integration of personal business and estate planning services, in addition to his work in the retirement plan space, where he, when acting in an investment advisory capacity, provides fiduciary services to mid-size qualified retirement plans and private equity portfolio companies.

With over 15 years of experience working with clients across the country, Andrew has been recognized as a Five Star Wealth Manager* (from 2012 through 2023) as a Financial Times Top 401 Retirement Advisor** (from 2016 through 2020) and in 2020 was recognized by Fortune Magazine as Five Star Wealth Manager Under 40.***

Andrew earned a BA from Georgetown University in Economics and Government. He is a CERTIFIED FINANCIAL PLANNER™ (CFP®) practitioner, and has earned the designations of Chartered Life Underwriter (CLU®) and Accredited Investment Fiduciary (AIF®). He holds his Series 6, 7, 63, and 65 licenses, as well as his 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.

**This award was issued by Financial Times. For each year issued, the issue date and time period are as follows: 2016 – 9/15/2016, 12/31/2013-12/31/2015; 2017 – 9/27/2017, 12/31/2014-12/31/2016; 2018 – 9/27/2018, 12/31/2015-12/31/2017; 2019 – 10/10/2019, 12/31/2015-12/31/2018; 2020 – 10/22/2020, 12/31/2016-12/31/2019.

***Fortune Magazine’s list of Five Star Wealth Managers under 40 includes Five Star Wealth Managers under age 40 as of January 1, 2020.

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.

Joel joined SFP Wealth in June 2022 as a retirement plan associate. As an integral part of the team, he is responsible for enhancing our client experience, ongoing plan management, and investment due diligence. Joel 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 license.

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.

Caitlin joined the SFP Wealth team in the fall of 2022. With over 10 years of experience in the for-profit and non-profit sectors, Caitlin is responsible for overseeing SFP’s marketing initiatives while ensuring outstanding client services. As a strategic and results driven marketing professional, Caitlin is passionate about creating easily digestible and accessible content with an eye for design.

Caitlin earned a BA from Fairfield University in Communications and Marketing. She currently lives in Needham, MA with her three children.

Outside of work, you’ll find Caitlin surrounded by family and friends, squeezing far too many things into any given day. Whether it be competing on the pickleball court, sneaking in a quick Peloton ride, volunteering at her kid’s school, trying a new restaurant, or relaxing on the beach, Caitlin loves to stay active and is always up for trying something new.

Erika joined SFP Wealth in February of 2022 as an investment operations analyst. Previously, she worked as a client advisor at a wealth and investment management firm. As part of the investment team, Erika’s primary focus is analyzing client accounts. Erika is extremely tech savvy, has outstanding communication and analytical skills, and is known amongst her peers as a team player.

As a graduate of Babson College, Erika received both her BS in Business Administration and her MS in Finance. She currently resides in North Reading, MA. Erika is a competitive volleyball player and loves spending time with friends and family.

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 CERTIFIED FINANCIAL PLANNER™ (CFP^®) designation, 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 and two sons. 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.

Jim joined SFP Wealth in 2017 as a Senior Financial Associate. 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.

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 of 2017. As a financial associate, Matt works closely with our clients to assist them in gaining their financial independence. He oversees all investment related activities for both new and existing clients across the firm, handling asset transfers, risk allocation changes, trading, and liquidity needs. He is fiercely loyal, hard-working, and always finding new ways to ensure the proper implementation of his client’s assets.

Matt graduated from the University of New Hampshire with dual degrees in Business Administration and Economics and a focus in Finance. He holds his Series 7 and 63 licenses, as well as his Producer’s Life, Accident and Health or Sickness licenses.

He currently lives in South Boston. Outside of the office, if you can track him down, you’ll find Matt snowboarding, playing soccer, hiking, running around Castle Island, or checking out the latest brewery surrounded by friends and family. Matt did a semester abroad in Budapest, Hungary where he further enhanced his love for travel and is always researching the next destination on his travel hit list.

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.

Joe joined SFP Wealth in October of 2022 as a client relationships manager on our retirement team. He’s spent the last 15 years of his career serving clients in every phase of the retirement plan lifecycle, from initial design to investment selection and ongoing administration. His primary aim in this role is to provide person-centered information and decision-making tools so that all of his clients can effectively pursue their unique long-term financial goals.

In addition to his bachelor’s degree in psychology from the University of Connecticut, Joe holds the Accredited Investment Fiduciary (AIF^®) professional designation from the Center for Fiduciary Studies as well as the Certified Plan Fiduciary Advisor (CPFA^®) professional designation through the American Society of Pension Professionals & Actuaries.

Joe resides in Shrewsbury with his wife and daughter, and in his free time he enjoys hiking, downhill skiing, reading, and playing coed softball. His international travel has taken him to places such as Italy, Germany, and Costa Rica, and having recently hiked Zion, Rocky, and Glacier National Parks, he is looking forward to exploring the natural wonders of Acadia, Joshua Tree, and Grand Teton in the years to come.

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 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 BA in Finance from the Isenberg School of Management and a BA in Italian Studies and Economics. He is a CERTIFIED FINANCIAL PLANNER™ professional (CFP®) and holds the designation of 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 being the go-to guy for recommendations on the latest bars and restaurants, 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.

Demetrius joined SFP Wealth in January of 2023 as a Financial Associate. As part of the Wealth Management team, he supports our advisors and clientele to ensure all commitments to our clients are serviced with great care and expertise. He graduated from Colby College in 2020 with a BA in Philosophy. He holds his Series 7 and 63 licenses, as well as Producer’s Life, Accident and Health or Sickness licenses.

After college, Demetrius moved to Portland, Maine where he began his career with Bank of America. He later joined Baystate Financial as an advisor in the Boston office. Demetrius presently resides in the North End of Boston with his high school sweetheart Kellie and their beloved dog, Josie. Outside of the office, you can find Demetrius on the ski slopes, playing pickup basketball, going for a hike, or relaxing by the water.

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.

Nick first joined the SFP Wealth team in July of 2017 as a summer marketing intern. After graduating from the University of Massachusetts Amherst with a bachelor’s degree in Communications and Marketing, Nick returned to us full-time and is now our marketing specialist.

As our go-to person for all things design, Nick is responsible for creating and developing all proprietary marketing collateral. He also oversees our social media accounts, coordinates all activities related to consumer satisfaction including client events, education seminars, and client outreach with a primary goal of ensuring outstanding client service.

Nick currently lives in Reading, MA. Outside of the office, he loves to stay active and is a regular at CrossFit Woburn. Nick has a passion for music and enjoys not only playing the drums, but also mixing his own music! When he’s not checking out the latest bars or restaurants with friends around the city, Nick likes to travel and spend time with his family. His favorite New England spot to visit during the summer months is York, Maine.

Emily joined SFP Wealth in 2014 as a Senior Financial Associate. 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 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 Principal Partner. 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 and his wife Amy currently reside in Watertown, MA. In his free time, Seth is a competitive runner and endurance athlete. He also 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 an 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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