COMPREHENSIVE SERVICE FROM A DEDICATED TEAM
Building Something Together
At KSP Financial, expect our team to become as familiar as friends. You can count on our tireless support as we work together toward meeting your financial goals. Whatever you need from us, whenever you need it, we’re here to help.
Our Team
Matthew J. Sliwa III, CFP®, CFA®
Founder/CIO
Andrew Karelis, AIF®
Partner
Jeffrey Karelis
Partner Emeritus
Corrine Sonia
Financial Planning Associate
Varicia Vanterpool
Front Desk Client Services Specialist
Matthew J. Sliwa III, CFP®, CFA®
Founder/CIO (Personal Financial Psychiatrist)
Matt has more than 30 years of experience as a consultant in the financial services industry. After receiving a degree in economics from Harvard University, Matt, along with Jeff Karelis (now retired) founded Karelis, Sliwa & Associates. Since it's founding in 1993, their firm focused on financial planning, asset management, and protection needs of executives, professionals, pre-retirees, and retirees. KSP Financial has evolved, providing even more in-depth fiduciary guidance and asset stewardship for a select group of families.
Matt’s primary duty is to ensure clients develop and execute a strategy to address their life goals by creating and implementing financial plans and risk-appropriate investment portfolios. He is responsible for the office’s research initiatives, asset allocation, and tactical investments. Matt is a CERTIFIED FINANCIAL PLANNER™ (CFP®) practitioner and has earned the Chartered Financial Analyst® (CFA®) designation. He is a member of the CFA Institute, and Boston Security Analysts Society and also holds the FINRA Series 7, 24, 63, and 65 securities registrations through Commonwealth Financial Network®. In both 2013 and 2015, Matt was named to the Financial Times 400 Top Advisors list*.
Matt and his wife, Christina, reside in Newton with their three children. They are actively involved with charitable organizations representing disadvantaged children, education, veterans and faith. Outside of business, Matt’s hobbies include playing (over four decades) and coaching Newton Youth Hockey (13 years), traveling, reading, and time with extended family.
*FT 400: To compile the 2015 list, the Financial Times evaluated nominees on six primary areas and calculated a numeric score for each advisor. The areas of consideration were assets under management (AUM), asset growth, compliance record, experience, credentials, and accessibility. Approximately 1,488 qualified applications were received; 400 advisors were selected, representing 26.9 percent of applicants. Not indicative of advisor's future performance. Your experience may vary. For the full methodology, please visit ft.com
Andrew Karelis, AIF®
Partner
Andrew takes a holistic approach to financial planning and wealth management. He focuses on the individualized needs of his clients, partnering with each to create, understand, and implement strategic plans in preparation for life’s expected and unexpected moments. With more than 20 years of experience in financial services, Andrew specializes in delivering sophisticated financial planning and investment management strategies to individuals, families, and institutions.
A good listener with an empathetic ear, Andrew is attuned to the needs of his clients and values the lasting relationships and friendships he forms with each of them. “When you work as closely with clients as we do to help them achieve a milestone or significant financial goal, you build strong relationships,” said Andrew. “Being able to develop genuine friendships with people from various backgrounds and communities is very rewarding to me.”
Andrew’s promise to clients is simple: he will be a trusted partner in the pursuit of their financial goals. Whether that’s traveling more during retirement, making time to volunteer and support causes important to them, or enjoying time with their children and grandchildren. "My clients are also my friends. That’s why I spend the time to get to know them and their hopes and fears, so I can better guide them through a complex financial world and get them to their financial destination. I want to remove as many financial barriers as possible, so they can focus on what is important to them and their families.”
Andrew’s experience in wealth management spans more than two decades. He began his career at KSP Financial Consultants and was a founding partner at Core Wealth Advisory before re-joining KSP Financial as a partner in 2024. In 2015, Andrew was named #10 in the United States for Independent Advisors under the age of 40 by Rep Magazine*. He has earned his Accredited Investment Fiduciary®(AIF®) certification and holds FINRA Series 7 and 66 securities registrations through Commonwealth Financial Network®. He also holds life and health insurance licenses in the state of Massachusetts.
Andrew is committed to giving back. He is actively involved in several charitable organizations, including the Alzheimer’s Association. He enjoys spending time with his wife, Kim, and their daughters, Arianna and Lexi. He is also an avid distance runner. Andrew is a lifelong Boston sports fan who is equally as enthusiastic about athletics at his alma mater, University of Wisconsin Madison.
2015 Top 10 NextGen IBD Advisors, created by REP magazine. Presented in January 2015, based on data gathered within 12 months preceding the issue date. Advisors are ranked based on total assets under management Not indicative of future performance. Your experience with this Advisor may vary. Click here for more award information.
Jeffrey Karelis
Partner Emeritus
Jeff retired in 2020 after 51 years as a financial consultant but still keeps his "head in the game" by closely following the markets and economy for his own personal enjoyment.
After graduating from the University of New Hampshire in 1969, Jeff began his career with Investors Diversified Services, where he was a sole practitioner until 1993, when he and Matt Sliwa founded Karelis, Sliwa & Associates, later to become Karelis, Sliwa & Porter.
In January 2006, the firm changed its name to KSP Financial Consultants and simultaneously changed its broker/dealer affiliation to Commonwealth Financial Network®. Jeff was a CERTIFIED FINANCIAL PLANNER™ (CFP®) practitioner, a Chartered Life Underwriter® (CLU®), and an Accredited Investment Fiduciary® (AIF®). His specialties included protection planning, retirement planning, and estate planning. He held FINRA Series 1, 24, 63, and 65 securities registrations through Commonwealth Financial Network and was a member of the Financial Planning Association and Society of Financial Service Professionals.
Jeff has been married to Joanie since 1974. They have two children. Andrew is a partner with KSP Financial, and Emily is a real estate attorney. Jeff's interests include movies, golf, reading, travel, and spending time with his four grandchildren, Ari, Lexi, Ben, and Ava.
Corrine Sonia
Financial Planning Associate
Corrine joined KSP Financial in May 2007. Since then, she has received her FINRA Series 7 and Series 66 securities registrations. Her main responsibilities include trading, asset transfers and rollovers, preparing for client meetings, and accounts and client service.
Prior to joining the firm, Corrine worked in the health care industry as an office manager. She attended Suffolk University for undergraduate studies and in 2006 received her MBA from Bentley University. Corrine lives in Framingham with her daughters and their rescue pup from Louisiana. She enjoys the great outdoors, spending time in NH and Cape Cod, yoga, gardening and hosting get-togethers with friends and family.
Varicia Vanterpool
Front Desk Client Services Specialist
Varicia joined KSP Financial in April 2016. Her main responsibilities include managing client contact, scheduling, client event planning, and annual projects such as client billing and licensing.
Prior to joining KSP Financial, Varicia worked in the veterinary medicine industry as a veterinary technician. She attended the University of Connecticut and in 2008 received her BS in Environmental Science. Originally from New York, Varicia currently lives in Arlington and enjoys exploring the outdoors and spending time with friends.
