Our Team

Andrew Cleary, CFP^®, CLU^®, AIF^®

Partner

(781) 239-2017

(781) 239-2020

acleary@sfpwealth.com

Dan Cappucci, CFP^®, AIF^®

Partner

(781) 239-2015

(781) 239-2020

dcappucci@sfpwealth.com

Seth Waltz, CRPC^®

Principal, SFP Wealth

(617) 239-8019

(781) 239-2020

swaltz@sfpwealth.com

John Farrelly, CFP^®, CLU^®, CRPC^®

Principal Emeritus

(617) 585-4541

(617) 507-8027

jfarrelly@baystatefinancial.com

Jim Wolfson, CFP®

Principal, SFP Wealth

(781) 239-2060

(509) 471-2800

JWolfson@sfpwealth.com

Emily Simcoke, CFP^®

Senior Financial Associate

(781) 239-2039

(781) 239-2020

esimcoke@sfpwealth.com

Jim Griglun, CFP^®, MBA

Senior Financial Associate

(781) 239-2091

(781) 239-2020

jgriglun@sfpwealth.com

Raymond Pedrick, CFP^®, CRPS^®

Financial Advisor

(781) 239-2071

(781) 239-2020

rpedrick@sfpwealth.com

Dan McDonnell, CRPS^®

Client Relationship Manager - Retirement Plans

(781) 239-2010

(781) 239-2020

dmcdonnell@sfpwealth.com

Jeff West, CPFA®

Client Relationship Manager - Retirement Plans

(781) 239-2011

(781) 239-2020

jwest@sfpwealth.com

Amy Fradkin

Chief of Staff

(781) 239-2019

(781) 239-2020

afradkin@sfpwealth.com

Michelle Cerone

Practice Manager - Protection Products

(781) 239-2018

(781) 239-2020

mcerone@sfpwealth.com

Matthew Kiley

Financial Associate

(781) 239-2036

(781) 239-2020

mkiley@sfpwealth.com

Leslie Rollins

Practice Manager, Farrelly Team

(617) 585-4541

(617) 507-8027

lrollins@sfpwealth.com

Nick Safina

Marketing Manager

(781) 239-2014

(781) 239-2020

nsafina@sfpwealth.com

Caitlin Furcillo

Marketing Consultant

cfurcillo@sfpwealth.com

Erika Esposito

Investment Operations Analyst

(781) 239-2076

(781) 239-2020

eesposito@sfpwealth.com

Joe Montana, CRPS®, AIF®

Client Relationship Manager - Retirement Plans

(781) 239-2003

(781) 239-2020

jmontana@sfpwealth.com

Joel Culkins

Associate - Retirement Plans

(781) 239-2026

(781) 239-2020

jculkins@sfpwealth.com

Pat Casserly, CPFA®

Client Relationship Manager - Retirement Plans

(781) 239-2032

pcasserly@sfpwealth.com

Ryan Curley, CPFA®

Analyst - Retirement Plans

(781) 239-2031

(781) 239-2020

rcurley@sfpwealth.com

Steven Johnian, CPFA®, AIF®

Client Relationship Manager - Retirement Plans

781-239-2059

781-239-2020

sjohnian@sfpwealth.com