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

Dan McDonnell

Dan McDonnell, CRPS®

Client Relationship Manager - Retirement Plans

(781) 239-2010

(781) 239-2020

Jeff West, CPFA®

Jeff West, CPFA®

Client Relationship Manager - Retirement Plans

(781) 239-2011

(781) 239-2020

Michelle Cerone

Michelle Cerone

Practice Manager - Protection Products

(781) 239-2018

(781) 239-2020

Matt Kiley

Matthew Kiley

Financial Associate

(781) 239-2036

(781) 239-2020

Leslie Rollins

Leslie Rollins

Practice Manager, Farrelly Team

(617) 585-4541

(617) 507-8027

Nick Safina

Nick Safina

Associate - Retirement Plans

(781) 239-2014

(781) 239-2020

Joe Montana

Joe Montana, CRPS®, AIF®

Client Relationship Manager - Retirement Plans

(781) 239-2003

(781) 239-2020

Joel Culkins

Joel Culkins

Associate - Retirement Plans

(781) 239-2052

(781) 239-2020

Pat Casserly, CPFA®

Pat Casserly, CPFA®

Client Relationship Manager - Retirement Plans

(781) 239-2032

Ryan Curley, CPFA®

Ryan Curley, CPFA®

Analyst - Retirement Plans

(781) 239-2031

(781) 239-2020

Steven Johnian

Steven Johnian, CPFA®, AIF®

Client Relationship Manager - Retirement Plans

781-239-2059

781-239-2020