Our Team
The NEPWA team is talented, experienced, 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

Sarah Lewis, MSFP, CFP®
Vice President, Senior Wealth Advisor

Matthew MacLachlan, CFP®
Chief Operating Officer

Nick DiStefano, MBA, CPA
Chief Planning Officer

Steve Serrano, CFA®
Chief Investment Officer

Sara Sokolowski, 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
Jonathan Liff
Client Service Operations Specialist
Eileen Chaput
Accounting Manager
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.