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Gisele Benson  Director of Operations

Gisele Benson, being the longest tenured employee at SHP Financial since 2006,  helps SHP FINANCIAL manage the day-today operations of the office.  She also manages our “Client Experience” – being the person who welcomes each Client that comes into our main office in Plymouth and taking great care to make sure they receive exceptional, first-class service. Being bilingual in Spanish, Gisele has also ssisted SHP in growing their diverse cliental.

Gisele resides in Plymouth with her husband Tim of 26 yrs. They both enjoy boating, traveling and spending time with their family.  They have a daughter Nicole and a son Greg.

 

 

 

 

 

Mary Beth Hartnett – Director of New Business

Mary Beth Hartnett joined a growing SHP Financial late in 2012 to help support the addition of investment and money management advisory services to their existing suite of financial services.  On a daily basis, she works with Clients as they join the SHP Family to ensure that all paperwork is completed and in the proper order, accounts are established correctly, and transfers are processed expediently.  Mary Beth is in charge of filtering and tracking new leads within the New England area pertaining to the Junior Advisors.  In addition, since each income plan is tailored individually, Mary Beth ensures that all of the payments are received on time and accurately.  She graduated from the University of Hartford in 2008 with a Bachelor’s Degree in Sociology.  After graduation, she worked for Investment Technology Group in Boston’s South End, where she worked in the Operations Department supporting CEO’s and General Managers.  Currently Mary Beth lives in Kingston, Ma.  She enjoys summers on Duxbury Beach, boating and spending time with family and friends.

 

 

 

Michelle Short – Director of Client Relations

Michelle Short joined SHP in 2014.  Michelle runs the client relations division at SHP Financial.  She manages all Contact Management Database Systems as well as strategically organize all client and prospective client meetings amongst the three partners. Michelle oversees and manages the organization’s current clientele as well as prospective clients to implement on-going support of all client communications from radio programs and various lead flow avenues.  Michelle works closely with the organization’s three Partners to enhance each client relationship, maintain touch points, and improve customer service.

Michelle comes to SHP Financial with significant experience in client services management and has been successfully leading teams since 2005.   Most recently she held a position as Senior Vice President at a Boston Based Employee benefit Consulting firm responsible for Client Services, HR, Marketing, Office Management, Technology and Executive Office.

Michelle resides in Carver with her husband Greg and her daughter Reese. She enjoys travelling, cooking and spending time with her family and friends.

 

 

 

Becky Levesque  Director of Marketing 

As the Director of Marketing, Becky Levesque is responsible for overseeing SHP Financial’s marketing strategy, including the management and implementation of various branding and advertising initiatives, lead generation, tracking and analysis .  She is also responsible for coordinating all of SHP’s events, including our Educational Workshops and  Client Appreciation Events. Prior to joining SHP Financial in January of 2014, Becky was the founder and CEO of a successful, full service Advertising Agency, providing strategies for company CEO’s to develop and promote their brand and increase their profitability. She has over 12 years of experience in the Marketing and Communications industry.

Rebecca received a Bachelor of Arts Degree, Cum Laude, from the University of Massachusetts at Amherst in 1998. Majoring in Journalism and Legal Studies, she was the recipient of the prestigious Kathryn F. Furcolo award for Outstanding Public Service Internship, and was honored to have been selected for membership into the Kappa Tau Alpha Journalism Honor Society for outstanding academic excellence.

When not at work, you can often find Becky at various political events throughout the South Coast, as she is currently serving a four-year term as the Republican State Committeewoman for the 1st Bristol & Plymouth Senate District, elected in March 2012 to represent Republicans in her District at the State Party level. Rebecca also enjoys snowboarding, boating, jet skiing and spending time with her family on Long Pond in Freetown.

 

 

 

 

Ron Rosenblatt  SHP Concierge

Ron Rosenblatt is another one of our valued professional associates. His main responsibility is establishing phone appointments and face-to-face meetings with potential and existing clients. Ron works very closely with the three Partners of SHP Financial, and helps to coordinate and organize their weekly and monthly schedules. Additionally, he assists with customer service for potential and current clients.

Ron is very passionate about his work for SHP Financial. When he’s not working, he has a great enthusiasm for sports and physical fitness.