Our Team
The NEPWA team is talented, knowledgeable, and committed to providing you with a top-tier client experience.
Ira Rapaport, MST, CPA/PFS, CIMA®, CFP®, AIF®
Chief Executive Officer
Melissa Boccaci, CFP®, ChFC®
President, Chief Compliance Officer, Senior Wealth Advisor
Matthew MacLachlan, CFP®
Chief Operating Officer
David Young
Chief Growth Officer
Sarah Lewis, MSFP, CFP®
Vice President, Senior Wealth Advisor
Nick DiStefano, MBA, CPA
Chief Planning Officer
Steve Serrano, CFA®
Chief Investment Officer
Sara Shores, MBA, CFP®
Senior Wealth Advisor
Caitlin Polson, CFP®
Senior Wealth Advisor
Jeremy Sandler, MBA, CFP®
Senior Wealth Advisor
Kelly Saffery, CFP®
Senior Wealth Advisor
Jay Karamourtopoulos, CFP®, CEPA®
Senior Wealth Advisor
Katerina Baltas
Associate Wealth Advisor
Abby Slatalla
Associate Wealth Advisor
Anna Brodhead
Associate Wealth Advisor
Jonathan Liff
Client Service Operations Specialist
Please Welcome Our Newest Team Members
We’re thrilled to welcome the talented professionals from DHK Financial Advisors to the NEPWA team. With over 31 years of experience, they bring a robust skillset and a shared commitment to client care. Read the press release.
Tim Dempsey
Senior Strategic Advisor*
Paul Proctor
Strategic Advisor, Technology*
Cynthia Freedman
Strategic Advisor, Operations*
Lori Cagney
Strategic Advisor, Client Services*
*Strategic Advisors are independent contractors and not employees of NEPWA.
Let’s connect and start building your future together.
We’d love to learn more about you. A member of our team will follow up to share how NEPWA can earn your trust with objective, thoughtful, and personalized service.