Broker Check

 Jim Wolfson's Team

Jacob Coffey

Jacob Coffey

Financial Planning Coordinator

Phone: 781-239-2023

Fax: 509-471-2800

jcoffey@sfpwealth.com

Patty Gillis

Patty Gillis

Client Services Representative

Phone: 781-239-2061

Fax: 509-471-2800

pgillis@sfpwealth.com

Our Values

Rachel Kerrigan

Marketing Support Specialist

Phone: 781-239-2023

Fax: 509-471-2800

rkerrigan@sfpwealth.com

Our Resources

Marsha Piltz

Client Services Representative

Phone: 781-239-2023

Fax: 509-471-2800

mpiltz@sfpwealth.com