Broker Check

Our Team

Seth Waltz

Seth Waltz, CRPC®

Principal, SFP Wealth

(617) 239-8019

(781) 239-2020

Emily Simcoke

Emily Simcoke, CFP®

Senior Financial Associate

(781) 239-2039

(781) 239-2020

Jim Griglun

Jim Griglun, CFP®, MBA

Senior Financial Associate

(781) 239-2091

(781) 239-2020

Raymond Pedrick

Raymond Pedrick, CFP®, CRPS®

Senior Financial and Retirement Plan Associate

(781) 239-2071

(781) 239-2020

JD Verniero

JD Verniero, CFA

Director of Investments, Portfolio Manager

(781) 239-2059

(781) 239-2020

Dan McDonnell

Dan McDonnell, CRPS®

Client Relationship Manager - Retirement Plans

(781) 239-2010

(781) 239-2020

Jeff West

Jeff West

Client Relationship Manager - Retirement Plans

(781) 239-2011

(781) 239-2020

Amy  Fradkin

Amy Fradkin

Director of Operations

(781) 239-2019

(781) 239-2020

Michelle Cerone

Michelle Cerone

Practice Manager - Protection Products

(781) 239-2018

(781) 239-2020

Matt Kiley

Matthew Kiley

Practice Manager - Investments

(781) 239-2036

(781) 239-2020

Leslie Rollins

Leslie Rollins

Practice Manager, Farrelly Team

(617) 585-4541

(617) 507-8027

Pat Casserly

Pat Casserly

Client Relationship Manager - Retirement Plans

(781) 239-2032

Ryan Curley

Ryan Curley

Analyst - Retirement Plans

(781) 239-2031

(781) 239-2020