WHO ARE WE?

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. 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.

MEET OUR ALL-STARS

FOUNDING PARTNERS

SHP FINANCIAL ADVISORS & RETIREMENT CONSULTANTS

OPERATIONS & MARKETING TEAM

SHP FINANCIAL
FOUNDING PARTNERS

co-founder
DEREK L. GREGOIRE
Co-founder
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Co-founderco-founder
MATTHEW C. PECK, CFP® CIMA®
Co-founder
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co-founder
KEITH W. ELLIS JR.
Co-founder
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SHP FINANCIAL
ADVISORS & RETIREMENT CONSULTANTS

JOE ANDERSON
JOE ANDERSON
Investment Advisor Representative
joea@shpne.com
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MARK KENNEY, CFP®, CTS™
MARK KENNEY, CFP®, CTS™
Investment Advisor Representative
markk@shpne.com
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PATRICK RANDALL
PATRICK RANDALL
Investment Advisor Representative
patrickr@shpne.com
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NICK NELSON
NICK NELSON
Director of Service & Planning
nickn@shpne.com
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DAVID HATHAWAY
DAVID HATHAWAY
Service Advisor
davidh@shpne.com
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LAURA RUSSO
LAURA RUSSO
Service Representative
laurar@shpne.com
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MICHAEL HATCH
MICHAEL HATCH
Service Advisor
michaelh@sphne.com
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DAVID TEITTINEN
DAVID TEITTINEN
Service Representative davidt@shpne.com
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WILLIAM MALAGODI
WILLIAM MALAGODI
Analyst and Trading Specialist
williamm@shpne.com
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BRIAN ROSEMAN
BRIAN ROSEMAN
Service Advisor
brianr@shpne.com
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ANTHONY FINOCCHIARO
ANTHONY FINOCCHIARO
Service Advisor
anthonyf@shpne.com
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OWEN IMPARATO
OWEN IMPARATO
Service Representative
oweni@shpne.com
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ZEKE WAISEL, CFP®, BFA™
ZEKE WAISEL, CFP®, BFA™
Service Advisor
zekew@shpne.com
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MARCI LUCIER
MARCI LUCIER
Service Representative
marcil@shpne.com
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JOSH KOSINSKI
JOSH KOSINSKI
Client Services Representative
joshk@shpne.com
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SHP FINANCIAL
OPERATIONS & MARKETING TEAM

MICHELLE SHORT
MICHELLE SHORT
Chief Operating Officer
michelles@shpne.com
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GISELE BENSON
GISELE BENSON
Director of Client Services & First Impressions
giseleb@shpne.com
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KATIE DWYER
KATIE DWYER
Director of New Business
katied@shpne.com
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KIRSTIE IMPRESCIA
KIRSTIE IMPRESCIA
New Business Processor
kirstiei@shpne.com
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ERIN LEE, IACCP®
ERIN LEE, IACCP®
New Business Processor
erinl@shpne.com
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SAM MADDEN
SAM MADDEN
New Business Processor
samm@shpne.com
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TASHA SMITH
TASHA SMITH
Business Development Executive
tashas@shpne.com
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JAMIE FALLON
JAMIE FALLON
Marketing & Event Coordinator
jamief@shpne.com
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CAROL BOTELHO
CAROL BOTELHO
Client Services Representative
carolb@shpne.com
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TALIA LUMELY
TALIA LUMELY
Client Services Representative
talial@shpne.com
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KELLY CHADWICK
KELLY CHADWICK
Administrative Assistant
kellyc@shpne.com
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MALLORY SANNELLA
MALLORY SANNELLA
Executive Assistant
mallorys@shpne.com
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JENNIFER CASTRO-MOZO
JENNIFER CASTRO-MOZO
Administrative Assistant
jenniferm@shpne.com
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BEN WALKER
BEN WALKER
Financial Intern
benw@shpne.com
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PAUL KITRRIDGE
PAUL KITRRIDGE
Financial Intern
paulk@shpne.com
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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!

Boston Resiliency Fund
Homeless For The Holidays
Beth Israel Deaconess Hospital
Plymouth Thanksgiving Day Parade
Concert in the Park
Salvation Army
Rosie's Place
Pan Mass Challenge
Habitat For Humanity
Brigham Women's Hospital
Big Brother - Big Sister Kansas City
United Service Organization (USO)
Shepherd’s Pantry
Plymouth Council on Aging
Pilgrim Festival Chorus
Make-a-Wish Foundation
Mercy Meals
In Touch Ministries
Dorchester Historical Society
Dana Farber Cancer Institute
Cranberry Hospice / Jordan Health System
Community Friends Association
Ashmont Nursery School
Ashmont Hill Association
The Greg Hill Foundation

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.