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 Plymouth, Massachusetts, 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 registered as a Financial Advisor and joined SHP Financial in November 2015 after having worked for a private Boston-based wealth management firm.
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.
mikeg@shpne.com
Mike Guthrie
Mike is a registered Financial Advisor and joined the SHP team in October 2023 after having spent the previous four years with a large national wealth management firm.
Mike is Series 65 Securities licensed as well as Massachusetts Life/Health Insurance licensed. In addition, he holds the Certified Investment Management Analyst certification. Mike has over 25 years of industry experience working with clients on a wide range of issues from asset and tax management to wholistic financial planning. He joined SHP because of the integrity of the partners and the “client first” mentality of the firm.
Mike is a graduate of Providence College with a Bachelor’s Degree in Finance and Business Administration. He grew up in Hingham and attended BC High in Dorchester. Mike met his wife, Laurie, at Providence College. The couple currently lives in Stow, MA, with their three children—Maddie, Michael, and Grace—and their dog, Seamus.
Mike is an avid fan of all Boston sports and an even bigger fan of his kid’s teams. He enjoys traveling to Cape Cod, golf, cooking, and spending time with his family.
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. Mark has also obtained both the Certified Tax Specialist and the Certified Financial Planner, or CFP®, certifications.
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 and where they married ten years ago. The couple has two children; a son Jack 6 years old and a daughter Saoirse 4 years old.
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 is registered as a Financial Advisor and joined SHP Financial in October 2018. He previously spent 8 years at a wealth management firm located on the North Shore, where he provided financial planning and investment guidance to individuals and families, while also overseeing firm operations and serving as an investment committee member. In addition, Patrick spent about two years running his own wealth management firm in Winchester, Massachusetts.
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.
chaser@shpne.com
Chase Reardon
Chase Reardon joined SHP in January 2021, having previously worked for a large broker-dealer in Boston. Coming from Lakeville, Massachusetts, Chase studied Finance and Accounting at the University of Massachusetts Dartmouth.
Chase has earned both the Series 65 License and the Massachusetts Life Insurance License. In addition, he also obtained his Certified Tax Specialist designation from the Institute of Business and Finance. Chase is passionate about building a holistic plan for each of his clients, allowing them to retire confidently and comfortably. He believes that building lifelong relationships with his clients is just as important as making sound financial choices for their families.
In his free time, Chase Reardon enjoys playing golf, traveling to the South and West, and meeting new people.
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 Financial Advisor, 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.
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.
Owen is a Series 65 licensed Advisor. 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, and transfers, and to 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!
kyleb@shpne.com
Kyle Britton
Kyle Britton joined SHP Financial in October 2022, bringing with him the experience of being in the industry since 2016. Specializing in retirement planning, Kyle holds Series 7, 63, and 65 securities licenses, as well as Massachusetts Life/Health Insurance Licenses. He graduated from the University of Rhode Island in 2011.
Kyle’s dedication to financial planning stems from his belief that the dreams of his clients’ retirement are entrusted to him, making it an honor to help families steward their wealth toward their goals.
A lifelong resident of the South Shore, Kyle grew up in Scituate, Massachusetts, and currently resides in Plymouth with his wife Lesley, their son Hunter, and their Bernese Mountain Dog, Ollie. Outside of work, Kyle enjoys spending quality time with his family and exploring new destinations through travel.
nataliam@shpne.com
Natalia Camargo
Natalia’s faith is extremely important to her, she’s a Eucharistic Minister at her Parish and has enjoyed leading youth groups, participating in mission trips and pilgrimages. When Natalia is not running marathons, you will find her spending quality time with her loved ones, her adult daughter Paula, her dogs Polly & Obi, and her boyfriend Mike.
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 which specialized 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. Laura is Series 65 Securities Licensed and Massachusetts Life/Health Insurance licensed. She is passionate about generational wealth planning, legacy preservation, and tax-efficient solutions designed to maximize wealth transfer and protect assets. She is equally passionate about recognizing the unique financial challenges faced by women, Laura is committed to helping women become financially confident and independent.
Laura grew up in Plymouth, MA, and now resides on the Cape with her husband Alex and daughter Carmen. Being a mother is the greatest job Laura has ever had the privilege of having. In her free time, she is very involved with her church, New Hope Chapel, and helps in community outreach projects. She also enjoys running, hiking NH 4,000-footers, kayaking, and spending time with her family on the beach.
anthonyf@shpne.com
Anthony Finocchiaro
Anthony joined SHP Financial in December 2019 after previously working for a private wealth management firm on the North Shore. There he earned his series 65 license and built the foundation of his experience in the financial services industry. Being on the client service end of the industry, Anthony has quickly recognized the little things that go a long way in servicing a client.
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.
marcil@shpne.com
Marci Lucier
Marci joined SHP Financial in August 2020, and currently is registered with her Series 65. She previously worked at Oracle America as an Education Sales Representative. Marci relocated to Duxbury, MA from San Francisco, CA 3 years ago. Before entering the technology world, Marci worked at Merrill Lynch, Lehman Brothers and Deutsche Banc Alex Brown, holding her Series 7, 63 and 65 securities licenses. Marci enjoyed her 46th floor office in downtown San Francisco financial district for 15 years, therefore has extensive experience assisting clients with all their financial needs. Marci has a successful, competitive track record for success including a gold medal at the Pan American games in Cuba (medal handed out by Fidel Castro), a second place in the 1995 Americas Cup competition with the A3 all Women’s America’s Cup team, as well qualifying as a member of the 1992 Olympic team where she attended the Games in Barcelona Spain as a rower. Marci currently resides in Duxbury with her family, daughter Melanie, her son JJ, her 2 Golden Retrievers (Kona and Kona’s baby Bruin).
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.
jimmys@shpne.com
Jimmy Sferrazza
Jimmy joined SHP Financial in the Fall of 2021 as an intern. He graduated from the University of Massachusetts Dartmouth where he majored in Finance with a minor in Economics. Also, while attending he competed on the Men’s Track and Field team. He joined the Advisory Solutions Team full-time in August of 2022. Jimmy is Series 65 licensed and is dedicated to using his knowledge to serve clients.
Jimmy lives in Lakeville, MA with his dog Ella and cat Callahan. In his free time, he enjoys spending time with friends and family, traveling, coaching youth sports, and watching the Patriots and Celtics.
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 Advisor in June of 2021. Chris is also a Certified Tax Specialist (CTS™). 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.
gregr@shpne.com
Greg Reyes
Greg joined SHP Financial in the summer of 2023 after previously working for a private wealth management firm on the South Shore. While working there, Greg earned his Series 65 license.
Greg graduated from Siena College, where he majored in Finance. He is now pursuing his CFP® designation to help SHP’s clients spend more time living and dreaming in retirement.
Greg grew up in Peabody, Massachusetts, and now lives in Framingham. In his free time, he enjoys playing basketball, watching the Celtics, and spending time with his family.
raphaelh@shpne.com
Raphael Hanna
Raph joined SHP in November 2023 as licensed advisor, after beginning his career working for a family-office wealth management firm in Wellesley, Massachusetts.
With a passion for helping individuals navigate the complexities of financial planning, Raph is deeply committed to making a difference in the everyday lives of our clients.
Raph is very client-oriented and takes pride in building strong, trust-based relationships with each client, while learning about their unique goals, career experiences, and family situations.
Raph graduated from Stonehill College in 2021 with a degree in Accounting and Data Analytics. In his free time, you can find Raph at the next Patriots/Celtics game, trying new restaurants around Boston, or traveling to visit friends and family.
amandag@shpne.com
Amanda Glennon
Amanda joined SHP as an Advisor in January of 2024. After she graduated in 2021 from UMass Boston with a degree in finance, Amanda began her career in corporate America and obtained the Series 6, 7, 63, and 66 licenses. She then transitioned to a small independent financial planning practice outside of Boston where she gained valuable knowledge and experience. Amanda is currently enrolled in Boston University’s Certified Financial Planner® candidate program.
In her free time, Amanda is a real estate investor and is passionate about the real estate market. She loves to walk her dog, read, take spin classes, and spend time with her family and friends.
joshs@shpne.com
Josh Smith
Josh joined SHP in May 2023 as a Finance Intern, where he spent the summer learning the ins and outs of the financial planning industry. He returned as an Advisor in June 2024. Josh graduated from Boston College in May 2024 with a major in Economics and a minor in Finance. During his time at Boston College, Josh was an active member of the Club Baseball team.
Josh grew up in Raynham, Massachusetts, and has been a lifelong Boston sports fan, with a keen interest in the Red Sox. In his free time, he enjoys playing golf, going to the beach, and snowboarding. He has three rescue dogs named Dakota, Luna, and Ocho.
aidana@shpne.com
Aidan Arone
Aidan joined SHP Financial in July 2024, bringing with him the experience of being in the industry since 2021. Aidan holds Series 7 and 66 securities licenses, as well as Massachusetts Life/Health Insurance Licenses. Aidan graduated from Providence College in 2023 where he was actively involved in the student led portfolio management team, along with the Faith in Finance club. Aidan also won numerous academic awards during his time as a Friar.
Aidan is a lifelong resident of the South Shore, having grown up in Pembroke, where he still resides. In his free time, Aidan enjoys coaching youth hockey, bodybuilding, and being active outdoors.
bradleyp@shpne.com
Bradley Parillo
Bradley joined the SHP team in July 2024 as a licensed advisor. Bradley provides personal and comprehensive financial solutions to his clients, helping them build wealth and secure their financial future. He is a graduate of Boston College High School and Texas Christian University, where he gained the skills and expertise necessary to excel as a respected leader.
Outside of his professional commitments, he enjoys time out on the water boating and fishing, skiing, and is an avid traveler. Bradley is originally from Kingston, Ma and resides in the South Shore.
davidl@shpne.com
David Layte
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 received his second bachelor’s degree in Information Technology from the University of Massachusetts in 2022. 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. David is also an avid golfer and automobile enthusiast, loves attending F1 races and being outdoors whenever he can with his family.
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.
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.
paulk@shpne.com
Paul Kittredge
Paul interned for SHP during the fall and winter of 2020. He joined SHP full time in May of 2021 as a New Business Processor, but has since transitioned to Team Derek as a Service Representative in July of 2024.
Paul graduated from Boston College in the fall of 2021 with a bachelor’s degree in Corporate Business. He resides in Carver where he has lived 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 loved ones.
jcawley@shpne.com
J. Cawley
Over the course of a 25-year career as an advisor, J. changed focus and developed a penchant for utilizing insurance-based planning strategies. This focus makes him uniquely equipped to present tailored client solutions designed to preserve wealth and expand legacy. J. is also life insurance licensed in the state of Massachusetts.
J. has a natural sense for defending things, such as client assets, having played defense in both football and lacrosse at B.C. High and as a student-athlete at the University of Rochester, where he earned degrees in economics and psychology.
J. was born and raised in Boston, which is obvious at first impression. However, the Cawley family is proud to call Plymouth home, where they found the perfect house just in time to get locked into it at the start of the pandemic.
When not striving to stay ahead of the curve learning about product innovations and curating a platform of best-in-class insurance solutions, J. spends his free time shuttling his three children to their respective activities: Jiu Jitsu, Sea Cadets, and volleyball, and rooting for them in competitions.
williamm@shpne.com
William Malagodi
William joined SHP financial as an Investment Analyst in April 2019, after having spent nine years with a large national brokerage firm, where he obtained his Series 7 and 66 securities licenses.
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 Analyst 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.
cami@shpne.com
Cam Iarrobino, CFA®
Cam graduated in 2019 from Bryant University with a bachelor’s degree, majoring in Finance and minoring in Economics. While at Bryant, he was an executive committee member of the Archway Investment Fund (Bryant’s student-managed investment fund), directly managing a portion of Bryant’s endowment. While attending Bryant, Cam also spent one semester abroad in Australia.
Cam grew up in and continues to reside in the south suburbs of Boston. In his free time, he enjoys travel, fitness, home renovation projects, and spending time with friends and family.
mikep@shpne.com
Mike Prescott
Mike graduated from the University of Massachusetts-Boston with a degree in Economics. He grew up on the South Shore, where he currently resides with his wife Marissa and their two small children. In his free time, he enjoys spending time with his family, traveling, and going to the beach in the summer.
samp@shpne.com
Sam Pollack
Sam joined SHP Financial in March of 2024 as a Data Specialist. He graduated from Bryant University in May of 2023 with a Bachelor of Science in Applied Mathematics & Statistics. Sam is passionate about all things data and is excited to expand the data science and analytics offerings at SHP Financial by supporting the team with their data needs. He lives in his hometown of Foxboro, Massachusetts.
Prior to SHP Financial, Sam worked in the sports industry as an HR Operations and Payroll Specialist in the Greater Boston Area. Outside of work, Sam spends time at home with his mother, sister, and two cats, Myles and Ollie. He enjoys lifting at the gym, playing basketball, shooting pool, and visiting his friends across New England.
Ryder Holmes
Ryder joined SHP as a Finance Intern during his senior year at Carver High School. Ryder is excited to intern at SHP and gain an understanding of the financial industry. In his free time, he enjoys playing baseball and skiing in New Hampshire. Outside of school and sports, Ryder is an avid fantasy footballer and enjoys playing Wordle.
Keegan Wentworth
Keegan joined SHP as a Finance Intern during his senior year at Carver High School. He has lived in Carver his entire life. Next year in college, Keegan looks forward to pursuing a degree in Finance. Alongside his academic interests, Keegan is passionate about sports, particularly hockey and football. In addition to his studies, he works at Southers Marsh in Plymouth.
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 of this role is to develop 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 and culture is the key to success, and it is important to attract, retain and motivate a group of top-quality employees. Michelle can be found pumping up the team and seeking out new and creative ways to service our clients’ needs and those clients we have not met yet.
Michelle has more than 20 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 benefits 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 the 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 was promoted to Director of Operations after mastering the client experience, streamlining internal processes, and contributing to SHP’s award-winning culture. She comes to SHP Financial with 15 years of experience in high-level customer service management roles. She loves connecting with the clients of SHP Financial and as part of the SHP Family, can’t wait to see their dreams realized.
Mallory resides in Plymouth with her husband Joe, her daughters Scarlett, Lileigh, and Sofia, and their two Huskies. 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.
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.
jamiem@shpne.com
Jamie McCracken
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 Onset, MA with her wife Jenny. 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 Smith joined the SHP team in the summer of 2021 as an intern. After completing his internship, he came on staff as a Marketing Coordinator and is now a Creative Strategist. Evan spends most of his time working on creative marketing materials, such as producing the Retirement Road Map Podcast, designing event invitations, and organizing social media posts.
Evan graduated in 2022 with a bachelor’s degree in Business Management with a concentration in Marketing from the University of Massachusetts Boston. He also has a background in videography and photography and has spent time on tour with multiple Grammy-nominated bands. In his free time, you’ll probably find him volunteering at church, filming at a concert, or spending time with his family.
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. 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 hospital 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.
talial@shpne.com
Talia Lumley
Talia started with SHP Financial in September 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 obstacles they may face. Before joining SHP, she was a client representative for a large financial institution and 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, friends, and most importantly her 2 cats. Talia’s favorite hobbies include cooking, trips to the beach down Cape Cod, and hiking in Maine and New Hampshire.
pattib@shpne.com
Patti Boardley
Patti Boardley joined SHP part-time in 2018 filling in as a Client Concierge. She then 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 husband Mike. In her free time, she enjoys spending time with all their children and extended family, reading, gardening, listening to music, dining out, and especially time on their boat and the beach!
kristinep@shpne.com
Kristine Prue
Kristine Prue joined SHP Financial in December 2023 as the Client Concierge. She previously worked at a large healthcare company for 15 years as a Senior Administrative Assistant, supporting the Head of Talent Acquisition and the Talent Acquisition Team. Kristine brings extensive knowledge in support roles and maintains a personal mantra: ‘If something’s worth doing, it’s worth doing right!’
Kristine possesses exceptional interpersonal skills and finds joy in communicating with clients and team members alike.
Kristine, along with her husband George, raised their son Jack in Raynham and recently relocated to Plymouth! She enjoys spending time with family, lifelong friends, traveling anywhere, golfing, bowling, and trips to the beach!
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
Jenn joined SHP Financial in 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, Jenn worked as an administrative assistant in executive office suites servicing over 100 companies. Jenn has a strong background in administration and customer service and enjoys welcoming clients, and prospective clients, into our office with a smile. She is now the Office Manager for the Woburn office and makes sure everything runs smoothly from day to day.
Jenn resides in Saugus, enjoys food and traveling, and plans to visit all seven continents before she turns 50 years old!
katied@shpne.com
Katie Dwyer
Katie joined SHP Financial in October 2014. As our Director of Advisory Billing, she oversees the Advisory Billing department, leading the smooth daily operations of the team. Katie supports all billing aspects of assets under management accounts for our SHP clients. In addition, she maintains various financial reporting initiatives for the firm. Prior to her role as the Director of Advisory Billing, Katie spent 8 years leading our New Business Department.
Katie holds a bachelor 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 on the South Shore with her husband, Ryan, and daughter, Liv. She enjoys the beach and boating during the summer, skiing, traveling, and spending time with family.
kristino@shpne.com
Kristin O'Connell
Kristin joined SHP Financial in June 2024. As the Advisory Billing Specialist, she works with the Advisory Billing team to ensure support for all billing aspects of assets under management accounts for SHP clients.
Kristin holds a Bachelor of Science degree from Bridgewater State University. She comes to SHP Financial with over fifteen years of experience in the finance and insurance industries. Prior to working at SHP, Kristin worked at a leading global provider of mission-critical cloud based software and solutions for the financial and healthcare industries. She held a position as Supervisor of Operations. She served as a contact for client escalations and managed a team of associates.
Kristin resides in Plymouth with her son, Aiden, and daughter, Elizabeth. She enjoys the beach, exercising, traveling, and spending time with family and friends.
zackr@shpne.com
Zack Ricciardi
Zack joined SHP Financial in May 2023. As our Director of New Business, he oversees the New Business department as they assist in onboarding new clients to the firm, opening new accounts, and ensuring a smooth transition as they join the SHP family.
Previously, Zack has worked for over 7 years in the financial services and private banking industries, where he specialized in delivering high-touch, white-glove client service. Zack graduated from Bridgewater State University in 2016 with a degree in Mathematics, and additional focuses in Accounting & Finance.
A lifelong South Shore resident, Zack currently resides in Pembroke with his better half, Devyn, and their Newfoundland dog, Blue. In his free time, he enjoys playing & coaching baseball, going to the beach, and spending time with friends & family.
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. In 2024, he became the New Business Manager. 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, and enjoys spending time with family and friends. Sam currently resides in Charlestown, with his fiancé.
brycee@shpne.com
Bryce Eaton
Prior to SHP, Bryce worked as a Client Service Representative for an investment management firm in the Boston area. In his free time, Bryce likes to go boating and fishing, spend time with family and friends, and go on hikes with his dog Gus. He was raised in and currently resides in Mashpee on Cape Cod.
brighidd@shpne.com
Brighid Davis
patricke@shpne.com
Patrick Emery
Patrick Emery joined SHP Financial in 2024 as a New Business Processor. Patrick was instantly attracted to the family culture and all the amazing people at SHP during the interview process. Everyone instantly made him feel welcome and he knew immediately that he needed to join this incredible organization.
Before joining SHP, Patrick spent over 25 years in the retirement industry, holding positions such as Client Service Representative, Team Leader, Client Relationship Consultant, and Business Analyst at various financial firms south of Boston. He has a passion for retirement and retirement planning.
In his free time, he enjoys watching sports, dining out with his wife Carin and going for walks with his English Bulldog Cash.
mikeb@shpne.com
Mike Bagni
Mike joined SHP Financial in September 2024 as a New Business Processor. He graduated from the University of Rhode Island in 2024 with a bachelor’s degree in Business Administration and a concentration in Finance. Born and raised in Plymouth, Mike continues to reside there today.
Mike was drawn to SHP Financial’s strong culture and is thrilled to begin his career with such an outstanding firm. He is an avid sports fan who enjoys playing golf, going to the gym, and spending time with family and friends.
SHP CHARITABLE
PARTNERSHIPS
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 and spiritual care to their respective communities.
Check out our recent charity event below!
RECENT
CHARITY EVENT
SHP Financial is proud to support School on Wheels of MA. SOWMA, founded in 2004, provides academic, financial and emotional support to students that are homeless. Having young families ourselves, we are passionate about supporting homeless students in Massachusetts. These poor kids do not get a choice to live this life they have been handed. We are happy to assist financially so they have a backpack, school supplies, and mentorship like all of their peers. Featured in this photo are two of our founders, Derek Gregoire and Keith Ellis.
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.
