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About

Our Team


Seth Waltz

Seth Waltz, CRPC®

Principal - Financial Advisor

(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®

Investment & Retirement Plan Analyst

(781) 239-2071

(781) 239-2020

JD Verniero

JD Verniero, CFA®

Director of Investments, Portfolio Manager

(781) 239-2059

(781) 239-2020

Timothy Over

Timothy Over

Portfolio Analyst

(781) 239-2076

(781) 239-2020

Amy  Fradkin

Amy Fradkin

Director Of Operations

(781) 239-2019

(781) 239-2020

Morgan Pace

Morgan Pace, CRPS®

Director of Retirement Plans

(781) 239-2054

(781) 239-2020

Dan McDonnell

Dan McDonnell, CRPS®

Client Relationship Manager - Retirement Plans

(781) 239-2010

(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

Nick Safina

Nick Safina

Marketing & Client Services Coordinator

(781) 239-2014

(781) 239-2020