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 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.