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Our Team

With well over a decade of experience in the financial services industry, Andrew specializes in helping individuals, families and business owners with multigenerational estate, tax, life protection and financial planning needs. 

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Dan began his career at Strategic Financial Partners in 2001 working in the Investment and Financial Planning Departments. He and his father, Thomas Cappucci, partnered with Andrew Cleary in 2007 to create SFP Wealth, LLC. Within the team..

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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...

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Thomas Cappucci started his career as an educator with a focus in finance, business and economics. After leaving the classroom, Tom joined Strategic Financial Partners in 1994. In 2007, Tom, his son Dan and their close colleague...

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Seth joined SFP Wealth in 2015 as a Principal Partner. Prior to joining our team, Seth worked as an Advisor with Baystate Financial; and prior to that, a Vice President with a national financial planning firm. Seth values our team appro...

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Emily has worked at SFP Wealth since 2014. Her mission is to assist individuals and families in defining their financial goals and achieving financial freedom. Her goal is to become a lifelong resource to her clients, and she...

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Jim joined SFP Wealth in April 2017 as a Financial Associate. He brings over ten years of experience in the private wealth management industry and has a passion for helping individuals and families achieve their financial objectives...

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As our Director of Operations, Amy is the liaison and direct point of contact between clients, partners, advisors, team members and our broker-dealer. Amy first joined SFP Wealth in 2011 and managed the existing Client Services and...

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JD Verniero, CFA

Director of Investments, Portfolio Manager

(781) 239-2059

JD, our Portfolio Analyst, is responsible for the supervision and analysis of our discretionary investment accounts. He specializes in analyzing and recommending outsourced (Third Party) investment management solutions and selecting...

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Tim joined SFP Wealth in June of 2018 after spending almost all of 2017 as an intern in our Investment department. Tim is our Portfolio Analyst and is responsible for investment analyses, portfolio reviews and the ongoing monitoring and...

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Dan McDonnell, CRPS®

Client Relationship Manager - Retirement Plans

(781) 239-2010

Dan brings over 20 years of experience in the retirement services industry to SFP Wealth. Prior to joining our team, Dan was a Plan Advisor at Sentinel Benefits Group and previously served as a Relationship Manager at Putnam Investments.

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Raymond Pedrick, CRPS®

Investment & Retirement Plan Analyst

(781) 239-2071

As SFP Wealth's Investment and Retirement Plan Analyst, Raymond wears a few different hats within the firm. Ray is a Retirement Plan Relationship Manager and is responsible for providing a smooth on boarding process for all new...

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Morgan Pace, CRPS®

Client Relationship Manager - Retirement Plans

(781) 239-2054

Morgan joined the SFP Wealth team in 2018 as a Retirement Plan Relationship Manager and is responsible for building and maintaining long-lasting relationships with existing corporate clients by managing the day-to-day operations...

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Michelle Cerone

Practice Manager - Protection Products

(781) 239-2018

Michelle joined SFP Wealth in 2015 as our Protection Practice Manager. She brings over 14 years of experience as a New Business Case Manager from First American Insurance Underwriters. Michelle manages our Protection Practice Division...

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Matthew Kiley

Practice Manager - Investments

(781) 239-2036

Matt joined SFP Wealth in June of 2017 as our Practice Manager of Investments. As part of the Investment Operations team, his primary focus is to establish and service investment accounts, handle asset transfers, re-registration changes...

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Nick Safina

Marketing & Client Services Coordinator

(781) 239-2014

Nick initially joined our team in July of 2017 as a summer marketing intern and returned to SFP Wealth in May of 2018 as our Marketing and Client Services Coordinator. Nick is responsible for creating and developing all proprietary...

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