WHO WE ARE
Sheltered Harbor Planning
We are a different style of financial planners. Inspired by the sheltered harbor that drew the Pilgrims to the waters off our flagship office, we strive to provide the comprehensive and unbiased advice that is missing in our industry. In a world of data and numbers, we are that friendly face that provides a breath of fresh air and with it, the clarity and confidence that is necessary to embark on the next chapter of your journey. We strive to make a difference for people who are willing to go all-in and want to be guided by our trusted professionals.
With a foundation that is based on relationships and not transactions, combined with a full planning process that is truly unique, come see the difference a sheltered harbor can provide during your future adventures.
SHP FINANCIAL
FOUNDING PARTNERS
Derek L. Gregoire
Derek Gregoire, Co-founder of SHP Financial, understands that effective financial planning starts with strong relationships. After completing his undergraduate studies in finance at the University of Massachusetts Amherst, Derek began working in the insurance industry. While he was grateful for the opportunity to gain experience in the field, he was disheartened by the “one-size-fits-all” approach that he found to be the dominant attitude at many companies.
Inspired by the example of his father, a plasterer who always emphasized the importance of “leaving every situation better than you found it,” Derek knew that there must be a way to connect his lifelong people-first philosophy with effective financial planning. In 2003 he joined forces with a couple of like-minded friends, and they set out to start a company that would provide independent retirement plans through strategies that were rooted in principles of cooperation, service, and faith.
Before he knew it, SHP Financial was a reality. As the company continues to grow, Derek remains deeply committed to the ideals of his father. “I always try to have a servant’s heart,” he says. To Derek, putting the reality of his client’s lives first is not merely an extra feature—it’s the only way he knows how to do business. “If you take care of the small things,” he says, “the bigger things will work themselves out. Sending that extra thank you card, making that extra phone call, doing the little things right adds up to huge success and ultimately comes down to showing people how much you care about them. We make sure that people feel like we saw them and cared about their life.”
SHP’s trademarked process, the SHP Retirement Road Map®, is a tried-and-true guide through the many challenges of income planning, investment management, tax optimization planning, health and long-term care planning, and estate planning.
A budding golfer and lifelong Patriot’s fan, Derek lives in Lakeville, Massachusetts with his wife and two sons. Whether in the office or at home, he credits his Christian faith with granting him the strength that helps him be the best person he can be every single day. He knows how important it is to try new things, to roll with the punches, and to be confident while always staying humble. “My proudest professional achievement,” he says, “is having a true full-planning practice with an amazing team where everybody cares about each other and our clients.”
Matthew C. Peck, CFP® CIMA®
Matthew Peck, CFP®, CIMA®, co-founder of SHP Financial, forged his own unique path into the world of finance. While an undergraduate at the University of Connecticut, Matthew majored in History and English, developing a keen interest in Spanish while he was at it. After graduation, he attended courses at Boston University and became a Certified Financial Planner (CFP®), and later a Certified Investment Management Analyst (CIMA®) after attending courses at the Wharton Business School at Penn University.
Matthew’s multidisciplinary background remains central to his investment practices. Investments, he explains, are not always about immediate gain. “Historical perspective is key. Long-term planning, being able to see the world through a historical eye, allows me to stay even-keeled and play the long game.”
While he and his co-founders were bringing SHP Financial to life, Matthew loved how they brought out the best in each other. “We all knew that we could go farther together, and we understood how important it was to put the We before the I. We made our mistakes, but we were blazing our own trail. Even today, it’s that same attitude that allows us to tackle things differently, to look at situations with fresh eyes.”
Like all his colleagues at SHP, Matthew believes that a large part of their success is a result of their powerful workplace culture. He still gets emotional when he considers how during times of economic stress, the company not only avoided layoffs but actually managed to continue growing. “Everyone who works here is a rockstar,” he says. Having arrived at SHP from a non-traditional path himself, Matthew knows that every team member is made of more than where they went to school. To him, the most important characteristics are those that go beyond a single discipline: determination, the ability to approach problems from new angles, and steadfast devotion to every client.
Matthew is the author of the book “Mind the Gap: The Cracks in the American Retirement System” and co-author of “SHP Retirement Road Map: Your Map to Financial Freedom.” He is also the co-host of the SHP Retirement Road Map Radio Show.
An avid gardener, Matthew can often be found outside his Dorchester home where he lives with his wife and four children, not far from where he grew up. “Learn like you’re going to live forever,” he says, “live like you’re going to die tomorrow. Keep pushing. You never know what’s possible.”
Keith Ellis
Keith Ellis is a founding member of SHP and an integral part of the growth of the company since 2003. For over two decades he has been dedicated to helping our clients protect not only their current investments but also plan for and protect their retirement. This passion and the motivation behind it are solely attributed to his upbringing.
Hard work and the value behind not only the financial investment but also the time investment were instilled in him from an early age. He proudly comes from a lineage of entrepreneurs, cranberry farmers, and teachers. His learning came from a hands-on approach whether it was bagging cranberries, working at his father’s side, or starting his own lawn care business at nine years old. When you work hard to make your money you want to protect it and know that it will work hard for you later.
The passion that has burned brightest is his desire to teach. That passion has followed Keith throughout his career as he provides financial and investment advice to clients. Clients need to feel educated and empowered when making decisions regarding their retirement. Keith helped to develop the SHP Retirement Road Map® which creates holistic retirement plans that focus on five key areas: income planning, investment management, tax optimization planning, health, and long-term care planning, and estate planning.
Those who place their trust in us should never have to worry about their finances. We spend our entire lives working towards our retirement and want to know that the decisions we make today will pay off and provide for us in the future. Everyone who chooses to work with us deserves to have the confidence and trust in us to do just that for them. Every person who comes to us is unique in their hopes and plans for their future so every road map must be tailored to that.
Keith’s road map is built around the foundation of his life – his family and community. His future rests upon being able to not only support and provide for his wife and their three children, but also continuing to support the causes he believes in such as the Plymouth Council on Aging, Cranberry Hospice/Jordan Health Systems, and the Dana-Farber Cancer Institute.
SHP FINANCIAL
ADVISORS & RETIREMENT CONSULTANTS
joea@shpne.com
Joe Anderson
Joe is Series 7 & 63 Securities Licensed along with Massachusetts Life/Health Insurance licensed. Joe has a passion not only for finance, but for making a positive impact in people’s lives on a daily basis. According to Joe, he left the Boston-based firm to join SHP Financial because of the integrity of the Partners and their decision for the firm to be fiduciary-based.
Joe graduated in 2014 from the University of Massachusetts Amherst with a degree in Economics. He has been in the financial services industry since June of 2014. He has been and continues to be an asset to the SHP Team and the client families he works with.
Joe grew up in Lynnfield, Massachusetts, and currently resides in Peabody. In his free time he enjoys golf, snowboarding, travel and fitness.
markk@shpne.com
Mark Kenney, CFP®, CTS™
Mark is registered as an Investment Advisor Representative and joined the SHP team in March 2017 after having spent the previous six years with a large national brokerage firm.
Mark is Series 7 & 66 Securities Licensed as well as Massachusetts Life and Accident & Health licensed. He’s also obtained the CERTIFIED FINANCIAL PLANNER™, or CFP®, certification.
Mark has also been awarded the only nationally recognized tax designation, CTS™ (Certified Tax Specialist™) by The Institute of Business & Finance. This graduate-level designation is conferred upon candidates who complete a 135+ hour educational program focusing on personal income taxes and methods to reduce tax liability.
Mark graduated from the National University of Ireland, Galway with a first class honors Commerce degree and obtained his Certificate in Financial Planning from Bryant University. Mark grew up in Wrentham, Massachusetts. His studies took him abroad to Ireland where he lived and worked for many years. It was there that Mark met his wife. The couple have one son and one daughter and currently reside in downtown Plymouth.
Mark is an avid lover of sports and enjoys playing golf. He also enjoys traveling and spending time with his family.
patrickr@shpne.com
Patrick Randall
Patrick has always believed that financial planning is a continual process and not a one-time transaction. He was drawn to SHP Financial due to the firm’s established planning process and procedures, coupled with the team’s collective commitment to providing each client with peace of mind as they transition through life.
Patrick earned his B.S. in Finance from Bentley University and his M.S. in Finance, with distinction, from McCallum Graduate School of Business. He is currently in the process of finishing his studies to become a Certified Financial Planner professional.
Patrick grew up in Methuen, Massachusetts, and currently resides in Woburn, Massachusetts. When not in the office, he enjoys reading, working out, and spending time with family.
brianr@shpne.com
Brian Roseman
Brian graduated from the University of Connecticut with a Bachelor of Science in Business Administration with a concentration in Finance in 2000. In 2020, Brian obtained his Series 65 license. He loves working with clients to develop a full financial plan so they can enjoy a successful retirement.
Brian grew up in Ledyard, CT and currently lives in Somerville, MA with his wife. In his free time, he enjoys travelling, supporting the Boston professional sports teams, attending concerts, and playing with his dog Layla.
nickn@shpne.com
Nick Nelson
Nick joined SHP Financial in June 2016 after beginning his career with an independent financial planning firm in downtown Boston. With his experience in the areas of financial planning and client service, he is instrumental in supporting our clients and our advisors. Nick is a registered Investment Advisor Representative, is Securities licensed, and is also Life/Health Insurance licensed. He is motivated and passionate about making a difference in the everyday aspects of people’s lives.
Nick graduated in 2014 from Saint Michael’s College with a degree in Business Administration and a minor in Finance. He currently resides in New Hampshire with his wife Alexis. In his free time, he enjoys golf, travel, fitness, and snowboarding.
williamm@shpne.com
William Malagodi
William graduated with honors, from Southern New Hampshire University, with a degree in Business Administration. This is also where William met his wife. The couple now has a young daughter and currently resides in Scituate.
In his free time, he enjoys spending time with his family, traveling, paddle boarding, playing basketball, golf and fishing.
davidh@shpne.com
David Hathaway
David is registered as an Investment Advisor Representative and Joined SHP Financial in July of 2018, after having worked at an international bank. David is Series 7 & 66 securities licensed, along with Massachusetts Life/Health Insurance licensed. David graduated in 2006 from Oral Roberts University, with a degree in Finance.
He has been in the financial services industry since 2011. After spending 14 years in Oklahoma, David lives closer to his family in Taunton. In his free time, David enjoys going to the beach and hiking with his dog Bella.
torik@shpne.com
Tori Kissell
Tori joined SHP Financial as an Investment Analyst in June 2021 after having managed institutional client portfolios at a large financial services firm in New York.
Tori graduated from Louisiana State University in 2013 with a degree in Economics. She is a registered Investment Advisor Representative and intends to pursue her CFA designation in the near future.
Tori grew up in Sandwich, MA, and now resides in Yarmouth Port, MA. In her spare time, she enjoys running, skiing, traveling, and spending time outdoors with friends and family.
michaelh@sphne.com
Michael Hatch
Mike is a registered Investment Advisor Representative and currently holds his Series 65 and Life/Accident/Health Insurance licenses. He came to SHP in November of 2018 after having spent the previous 2 years working with Connecticut-based wealth management firms. During that time, Mike recognized the significant influence an advisor can bear upon a client’s financial life and the importance of a qualified, purposeful approach to the job. These experiences brought him to SHP, where remains wholly devoted to upholding the highest standards of service to our clients.
Mike graduated from the University of Massachusetts- Amherst in 2016 with a double major in Economics and Political Science. He is firmly committed to advancing his education in the financial planning space and looks to complete his CFP designation in the near future.
Mike grew up in Vernon, CT and currently resides in Brighton, MA. He enjoys sports, fitness, and traveling in his free time and still competes for the Hartford GAA’s Senior Gaelic Football Team. Being from Connecticut, Mike is a devout UConn basketball fan and lifelong follower of Boston sports.
anthonyf@shpne.com
Anthony Finocchiaro
Anthony graduated from the University of New Hampshire with a degree in Business Administration, focusing in Management and Marketing. He is pursuing his licensing designations in the near future. He loves working with clients and believes that service and support are a key factor in helping clients achieve their goals.
Anthony grew up in Saugus, MA, where he currently resides. In his free time he enjoys traveling, playing and watching sports and spending time with family.
zekew@shpne.com
Zeke Waisel, MPAS, CFP® BFA™
Zeke joined SHP Financial in January 2020 after previously working for John Hancock in downtown Boston. There, he earned his CFP® and BFA™ designations in order to better understand his clients and help them plan their financial future. Zeke has earned his MPAS® (Master Planner Advanced Studies) designation while at SHP. Being on the client service end of the industry, Zeke has been able to assist clients with their needs quickly and efficiently.
Zeke graduated from the University of Maryland in College Park for undergrad and completed his Master’s Degree in Personal Financial Planning from the College for Financial Planning. He loves to work with clients and be able to help optimize their financial lives while servicing their current accounts.
Zeke grew up in Sharon, MA, but currently resides in Brighton. In his free time, he enjoys traveling, playing tennis, and hosting board game nights with his friends.
marcil@shpne.com
Marci Lucier
chaser@shpne.com
Chase Reardon
Chase Reardon started with SHP in January of 2021. He is from Ashland, Massachusetts, and moved to Lakeville, Massachusetts while in college. He attended the University of Massachusetts Dartmouth where he studied Finance and Accounting.
Chase is series 65 licensed and is involved with many areas of a client’s financial plan. He regularly meets with clients and assists them with general client service, income planning, and giving investment advice. Putting the client first is Chase’s top priority and really enjoys talking with a client and helping them with whatever they need.
As a hobby Chase enjoys playing golf, traveling to the Carolinas, and meeting new people. He plans to study for his CFP designation in the future.
davidl@shpne.com
David Layte
David is from Oxford, Massachusetts and moved to Plymouth in 2011 to be with his now wife, Erin.
David joined SHP Financial in January of 2021 after having worked as a Financial Advisor at both Merrill Lynch and Wells Fargo Advisors since 2012. David is a holder of both the Series 7 and Series 66 license, as well as the Massachusetts Life/Health Insurance license.
David graduated with a bachelor’s degree focused on Criminal Justice in 2005 from Roger Williams University and is currently pursuing his second bachelor’s degree in Information Technology from the University of Massachusetts. He is also in the process of finishing his studies to become a Certified Financial Planner professional.
When he is not strengthening client relationships at SHP Financial, he is with his wife and two boys, Quinn and Miles or throwing the ball at the park with his dog Libby. He is also an avid golfer and automobile enthusiast and loves being outdoors whenever he can with his family.
chrisw@shpne.com
Chris Willis
Chris joined SHP Financial as an intern in December of 2020. After obtaining his Series 65 license, he was welcomed back as a full-time Service Advisor in June of 2021. He graduated from Stonehill College with a major in finance and a minor in economics. While at Stonehill, Chris was also a member of the men’s basketball team.
Chris is from Carver, MA where he has lived his whole life. He has a German Shepherd named Lola along with two cats, Duke and Buddy. In his free time, he enjoys hanging out with friends and family, playing sports, and snowboarding in the winter.
hudsenh@shpne.com
Hudsen Hagland
Hudsen graduated summa cum laude from the University of Massachusetts Dartmouth in 2020 with a degree in Finance. After college, he joined a New Hampshire-based RIA as an Associate Financial Advisor where he obtained his Series 65 securities license. His main focus was portfolio management, equity research, and client service.
Hudsen enjoys golfing, being outdoors, and spending time with friends and family.
jackt@shpne.com
Jack Tomczyk
After graduation in 2019 Jack worked in the transportation industry as an operations supervisor until he decided to follow his passion for Finance. Jack is series 65 licensed and enjoys expanding upon his knowledge of wealth management and financial planning concepts in order to better serve clients.
In his free time Jack is golfing, surfing, snowboarding, and spending time with his family.
laurar@shpne.com
Laura Russo
Laura joined SHP Financial in October 2018. She previously worked at a major bank in Boston in their Private Wealth Management Department specializing in servicing high net worth clients and administering complex trust documents. She has extensive experience with trust administration, charitable gifting, estate planning, and probate administration.
Laura graduated from the University of Massachusetts Amherst with a Bachelor’s Degree in Legal Studies. She will be pursuing her license designations in the near future. She loves being able to assist clients through account servicing and support.
Laura grew up in Plymouth, MA, and now resides in Bourne, MA with her husband Alex. In her free time, she is very involved with her church, New Hope Chapel, as a Youth Leader and helping in community outreach projects. She also enjoys running, hiking NH 4,000 footers, kayaking, and spending time with her family.
David Teittinen
David Teittinen joined the SHP Financial family in 2014 with an extensive background in developing and maintaining client relationships. David is dedicated to cultivating relationships with the SHP Client families he serves, as well as to consistently provide the exceptional level of service that our firm, and our clients, expect.
David is a devoted father and grandfather of three beautiful grandchildren. He is also active in his community, having served as a Director and Coach for the Duxbury Youth Soccer Program and as a Founding Member of the PSF Foundation for the Performing Arts.
oweni@shpne.com
Owen Imparato
Owen Imparato is from Natick Massachusetts and moved to Plymouth for most of his life. He attended Sacred Heart in Kingston and played Soccer, Hockey, and Tennis.
He studied Business Management and Economics at Emmanuel College. He was a member of the Sailing Team and played Intramural Soccer. Shortly after graduating early with his Bachelor’s degree, he began working for Empower Retirement as a Retirement Operations Representative, where he held his Series 6 and 63 licenses. Owen is securities licensed. His responsibilities were to process any request on individual’s accounts, such as withdrawals, transfers, and provide investment information. He was promoted to an Implementation Consultant, handling the project management for plan conversions to Empower Retirement.
When Owen is not working, he enjoys skiing and hiking in the White Mountains of New Hampshire, going to southern Maine with his wife, and spending time on Cape Cod with his family. Owen is one of seven children, so most days he tends to spend time with his family, especially with his nieces and nephews!
joshk@shpne.com
Josh Kosinski
Josh joined SHP Financial in September of 2020 after interning at SHP in the summer of 2019. He graduated from Bryant University in 2020 with a double major in Finance and Accounting. He is currently completing his MBA and plans on pursuing his licensing designations as well as his CFP in the future.
Josh grew up in Sterling, MA, where he currently resides. In his free time, he enjoys playing hockey, golfing, and is a lifetime Boston sports fan.
SHP FINANCIAL
OPERATIONS & MARKETING TEAM
michelles@shpne.com
Michelle Short
Michelle Short joined SHP in 2014. Michelle oversees the day-to-day operations of SHP Financial. The primary function for this role is to develop, in collaboration with the Partners, an annual operating plan that supports the Corporation’s long-term operations strategy. Michelle enjoys fostering a corporate culture that promotes ethical practices, customer focus and service, and encourages individual integrity. At SHP Financial, a positive work environment is the key to success, and it is important to attract, retain and motivate a group of top-quality employees. Michelle can be found on a daily basis pumping up the team and seeking out new opportunities to service our clients’ needs.
Michelle has more than 17 years of experience in senior leadership team management, human resources, and client-facing communications. Before joining SHP Financial, she held a position as Senior Vice President at a Boston-based employee benefit consulting firm responsible for Client Services, HR, Marketing, Operations, Technology, and running the Executive Office. Michelle received her bachelor’s degree in Psychology from the University of Massachusetts Boston.
Michelle resides in Carver with her husband, Greg, her daughters Reese and Kendall and their black lab Henry. She enjoys traveling (anywhere!), following sunshine, camping, and spending time with friends and family.
mallorys@shpne.com
Mallory Sannella
Mallory Sannella joined SHP Financial in November 2018, as Executive Assistant to the Founding Partners. She assists in client communication, ensuring each client feels supported and welcomed as part of the SHP Family. Mallory is available to help clients with anything they may need from the Partners. She comes to SHP Financial with 15 years of experience in high-level customer service, and she is eager to share that with the clients of SHP Financial.
Mallory resides in Plymouth with her husband Joe, her daughters Scarlett, Lileigh and Sofia and their three dogs. Together they enjoy all things Disney, indulging in Mexican cuisine, and experiencing their favorite bands in concert.
giseleb@shpne.com
GISELE BENSON
One of her many responsibilities include cultivating long lasting client relationships by offering first class support and customer service. Being bilingual in Spanish, she has also assisted SHP in growing their diverse clientele. Gisele is integral in managing SHP’S “Client Experience”- playing a key role in welcoming clients and prospective clients into our Plymouth Home Office and maximizing the optimum client experience while delivering an understanding of the core mission of SHP Financial.
Gisele resides in Plymouth with her husband Tim, and they are proud parents of their two grown children. Their daughter Nicole resides in Marblehead with her husband Jay and their children, JB & Rose. Their son Greg & his wife Jill currently residing Plymouth.
She enjoys traveling, beach, boating, cooking, but loves a good restaurant. Happiest when spending time with grandkids, grand pup, family, and friends.
jamief@shpne.com
Jamie Fallon
Jamie joined SHP Financial in February 2018. She has over 15 years of experience in the hospitality industry, with a strong background in event management and client relations. At SHP, Jamie plans and executes all internal and external events from start to finish. She also manages all aspects of SHP’s marketing initiatives.
Jamie grew up on Cape Cod, where she earned her Associate of Arts from Cape Cod Community College. From there she went on to New York City, where she earned her bachelor’s degree in communications at Marymount Manhattan College. While in New York, Jamie worked with many high-profile clients at some of the most reputable fine dining restaurants in Manhattan. She eventually relocated to Boston, where she obtained extensive experience in both booking and running events.
After spending five years in Boston, Jamie now resides closer to her roots, right near the water in Sagamore Beach. She loves anything to do with the outdoors and spends as much time as possible with her family and friends. Jamie also has a love for music and is very often found with a microphone in her hand.
evans@shpne.com
Evan Smith
Evan is a junior at the University of Massachusetts Boston, and is studying Business Management with a concentration in Marketing. Evan was born in Chicago and lived in Vancouver for a few years before moving to Middleboro, Massachusetts. He enjoys spending time with his family and skiing all over New England. Evan also enjoys audiovisual production, and serves regularly in that capacity at his church.
tashas@shpne.com
TASHA SMITH
Tasha Smith joined SHP in October 2014. She is responsible for leading her team in guiding prospective clients through our retirement planning process and assists in the execution of SHP Events. She manages the calendars of each advisor and ensures that the prospective client experience with SHP Financial is at the highest level of quality. She helps her team in speaking with individuals who inquire about our services to assess their financial situation and see if SHP Financial will be a good fit.
Tasha brings with her over 20 years of client relations, customer service, telecommunications, and marketing experience. Prior to SHP, she was a senior recruiter and client relations manager for a leading national human resources firm. She specialized in client management, recruitment, contract negotiations, and marketing. In addition to placing top-notch physicians in our area, Tasha built and maintained long-lasting client relationships with major hospitals systems, elite academic institutions, and private practices throughout New England. She has a long history of outstanding customer service skills and a strong drive for excellence.
Tasha resides in Middleboro with her husband, Paul, and their son, Brody. She has a passion for art and interior design and loves meeting new people. She spends a lot of time with family and friends but also enjoys outdoor activities, museums, music, and writing.
pattia@shpne.com
Patti Alden
Patti Alden joined SHP part-time in 2018 filling in as a Client Concierge. Recently she had joined the team as an Administrative Assistant, covering a teammate’s maternity leave.
In June 2021, Patti started full-time as a Client Services Representative and continues to assist as an Administrative Assistant, and a Client Concierge when necessary.
Patti grew up in Sandwich, where she raised her 2 daughters, Katie and Shelley, and her son Wally.
As a graduate of Bridgewater State College with a BSW, Patti worked as a social worker for ten years. After the birth of her son, she worked at a local restaurant part-time, while raising her family.
Patti still resides in Sandwich with her fiancé Mike and their little dog Molly.
In her free time, she enjoys spending time with her and Mike’s children and extended family, reading, gardening, listening to music, dining out, and especially time on their boat and the beach!!
talial@shpne.com
Talia Lumley
Talia started with SHP Financial in September of 2020 and she has over 10 years of experience in the client relations field. She takes pride in getting to know her clients and offering solutions to any obstacle her client may face. Before joining SHP, she served as a client representative for a large financial institution as well as an up and coming telecommunications company. She brings forth a passion for both relationship building and problem solving.
Talia was born and raised in Plymouth and now resides in Monument Beach. In her spare time, she enjoys spending time with her family, including her 10-year-old daughter, Lola. Talia’s favorite hobbies include trips to the beach down cape, hiking in the White Mountains and gardening.
kellyc@shpne.com
Kelly Chadwick
Kelly was born and raised on Cape Cod and Joined SHP Financial in June of 2018 as an Administrative Assistant. Her role shifted slightly in July of 2021 and is now our Data Entry Specialist. In 2012, she graduated from Suffolk University with a Bachelor’s Degree in Journalism and a minor in Communications. Kelly has a strong background in administration, working as an Office Manager for five years at a psychiatric facility on Cape Cod.
Eager to follow her dream of teaching yoga, Kelly decided to transition to a part-time position, continuing to use her administrative skills, while also pursuing her passion. Kelly received her Yoga Teacher Certification in June of 2018, through Innerglow Yoga Cape Cod.
In her free time, Kelly loves spending time with family and friends, practicing yoga, and true to her Cape Cod roots loves being near the water as much as possible. Kelly resides in Hyannis, with her husband Brandon and her son Cameron.
jenniferm@shpne.com
Jennifer Castro-Mozo
Jennifer joined SHP Financial November 2018 as the Administrative Assistant in the newly expanded Woburn office. She graduated with a Bachelor’s Degree in Psychology and a minor in Spanish from the University of Massachusetts-Lowell in 2013. Prior to joining SHP, Jennifer worked as an administrative assistant in executive office suites servicing over 100 companies in Woburn. Jennifer has a strong background in administration and customer service and enjoys welcoming clients, and prospective clients, into our office with a smile.
Jennifer resides in Saugus, enjoys traveling, and plans to visit all seven continents before she turns 50 years old!
erinm@shpne.com
Erin Lee, IACCP®
Erin Machado joined SHP Financial in February 2016 as a New Business Processor. In June of 2020, Erin received her certification for the Investment Adviser Certified Compliance Professional® (IACCP®) Program and transitioned to our full-time Compliance Manager. Erin’s role at SHP Financial is to ensure that all policies and procedures are being followed, and she helps keep our firm compliant with U.S. Securities and Exchange Commission regulations.
Erin is a graduate of the University of Connecticut with a bachelor of science in Resource Economics.
Erin resides in Sagamore Beach with her husband Jonathan. She owns two horses and riding is her passion when not working. Erin also enjoys hiking with her dogs and spending quality time with her friends and family.
katied@shpne.com
Katie Dwyer
Katie joined SHP Financial in October 2014. As our Senior Director of New Business, Katie oversees the New Business department, leading smooth daily operations of the team. As clients join the SHP family, Katie ensures that all new client cases are processed accordingly, working closely with the New Business team to facilitate account applications and transfer of assets. She ensures that our clients receive superior customer service throughout this process. In addition, Katie maintains various financial reporting initiatives for the firm.
Katie holds a bachelor’s of science degree in business management from Bridgewater State University, graduating cum laude. She comes to SHP Financial with experience in the finance and insurance industries. Prior to working at SHP Financial, Katie worked at a capital management firm, where she held a position in Client Relations. There she served as a contact for clients, assisting with complete estate and financial analysis and planning. Katie also has past experience working for an employee benefits consulting firm, where she held positions in both Client Services and Client Management.
Katie resides in Weymouth with her husband, Ryan. She enjoys the beach and boating during the summer, skiing and taking warm vacations over the winter, and spending time with family.
kirstiei@shpne.com
Kirstie Impresica
Kirstie Imprescia joined SHP Financial in June 2017 as a member of our processing team. She assists in processing client’s various account openings and tracking their funds along the way while keeping each client informed of the status.
Kirstie’s experience in administrative assistance brings efficiency to the team of processors. Also having experience in customer service, she enjoys being introduced to each client as they are initiating their process and beginning their journey with SHP Financial.
In Kirstie’s spare time she enjoys going to the beach and traveling through New England with her boyfriend and two children.
samm@shpne.com
Sam Madden
Sam joined SHP Financial as a New Business Processor in August 2018 after spending five years in banking in Boston, Massachusetts. Born and raised in Scituate, Sam has always had a love for being on the water or at a beach. In his free time, Sam is an avid golfer, coaches youth soccer teams, and enjoys spending time with family and friends.
morganr@shpne.com
Morgan Rich
Morgan Rich joined SHP Financial in January 2021 as our New Business Processor. She comes to SHP with experience in both financial services and customer service. Morgan’s role at SHP Financial is to support the daily operations as she works closely with clients to ensure that all paperwork is properly completed, in good order, and remains in contact with clients throughout the whole account opening process.
Morgan graduated summa cum laude with a Bachelor of Science degree in Accounting from Roger Williams University in 2018. Morgan comes to SHP Financial with experience in auditing financial statements as an assurance associate at Ernst and Young and serving customers in retail banking.
Morgan resides in Sandwich with her Beaglier (google it-super cute) dog Brewster. She enjoys walking the trails of Cape Cod, cooking, yoga, and quality time with family.
paulk@shpne.com
Paul Kittredge
Paul Kittredge interned for SHP Financial during the fall and winter of 2020. He has since joined SHP in May of 2021 as a New Business Processor. He comes to SHP with experience in customer service and executive assistance. Paul’s role at SHP Financial is to support the daily operations as he works closely with clients to ensure that all paperwork is properly completed, in good order, and remains in contact with clients throughout the whole account opening process.
Paul graduated from Boston College in the fall of 2021 with a Bachelor’s degree in Corporate Systems. He resides in Carver where he has been raised his whole life. He has two dogs, Ruby a golden retriever, and Belle an Australian shepherd. Paul loves to watch and attend sporting events, especially the Red Sox, Patriots, and the Boston College Eagles football team. When not enjoying sports, he likes to go on hikes, watch documentaries, and spend time with family and loves ones.
SHP CHARITABLE
PARTNERSHIPS
The SHP Financial partners and employees show a commitment to improving their communities by volunteering and supporting charitable organizations. The company supports these efforts through an annual giving campaign and a very active volunteer program for the following charitable organizations:
Click on a charity for more information.
Please consider joining SHP Financial in donating financially to one of the reputable charities below. We have recommended amazing organizations that help to provide physical, emotional and spiritual care to their respective communities.
Check out our recent charity event below!
RECENT
CHARITY EVENT
At SHP it is important for us to donate to organizations that are important to both us and our clients. Unfortunately due to COVID, our charitable giving looks a little different this year. In an effort to support the Boston area during these hard times, we surveyed hundreds of SHP clients to see what charities are near and dear to their hearts. After sorting through all of the nominations, the top three organizations to receive a combined $30,000 are The New England Center and Home for Veterans, The Greater Boston Food Bank, and The Boston Resiliency Fund. These three organizations are doing incredible work for the Boston community and beyond! We learned that our donation will help feed 30,000 people in the Greater Boston area, such an important feat.
CHARITY EVENT ARCHIVES
The SHP Financial partners and employees show a commitment to improving their communities by volunteering and supporting charitable organizations. Click on the arrow to scroll through our previous charity events. For more information on an individual event, just click on the image.
