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.

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-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
Financial Advisor
joea@shpne.com
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MARK KENNEY, CFP®, CTS™
MARK KENNEY, CFP®, CTS™
Financial Advisor
markk@shpne.com
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PATRICK RANDALL
PATRICK RANDALL
Financial Advisor
patrickr@shpne.com
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BRIAN ROSEMAN
BRIAN ROSEMAN
Financial Advisor
brianr@shpne.com
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MARCI LUCIER
MARCI LUCIER
Financial Advisor
marcil@shpne.com
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NICK NELSON
NICK NELSON
Director of Advisory Solutions
nickn@shpne.com
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NATALIA CAMARGO
NATALIA CAMARGO
Lead Advisor
nataliac@shpne.com
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MICHAEL HATCH
MICHAEL HATCH
Advisor Life Solutions
michaelh@sphne.com
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ZEKE WAISEL, MPAS, CFP®, BFA™
ZEKE WAISEL, MPAS, CFP®, BFA™
Lead Financial Planner
zekew@shpne.com
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WILLIAM MALAGODI
WILLIAM MALAGODI
Investment Analyst
williamm@shpne.com
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DAVID HATHAWAY
DAVID HATHAWAY
Investment Analyst
davidh@shpne.com
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TORI KISSELL
TORI KISSELL
Investment Analyst
torik@shpne.com
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ANTHONY FINOCCHIARO
ANTHONY FINOCCHIARO
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CHASE REARDON
CHASE REARDON
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CHRIS WILLIS
CHRIS WILLIS
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JACK TOMCZYK
JACK TOMCZYK
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HUDSEN HAGLAND
HUDSEN HAGLAND
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DAVID LAYTE
DAVID LAYTE
Planning Advisor
davidl@shpne.com
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LAURA RUSSO
LAURA RUSSO
Sr. Service Representative
laurar@shpne.com
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DAVID TEITTINEN
DAVID TEITTINEN
Sr. Service Representative davidt@shpne.com
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OWEN IMPARATO
OWEN IMPARATO
Sr. Service Representative
oweni@shpne.com
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JOSH KOSINSKI
JOSH KOSINSKI
Planning 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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MALLORY SANNELLA
MALLORY SANNELLA
Director of Operations
mallorys@shpne.com
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GISELE BENSON
GISELE BENSON
Director of Client Services & First Impressions
giseleb@shpne.com
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JAMIE FALLON
JAMIE FALLON
Marketing & Event Manager
jamief@shpne.com
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EVAN SMITH
EVAN SMITH
Marketing Coordinator
evans@shpne.com
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TASHA SMITH
TASHA SMITH
Director of Business Development
tashas@shpne.com
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PATTI ALDEN
PATTI ALDEN
Client Services Representative
pattia@shpne.com
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TALIA LUMLEY
TALIA LUMLEY
Client Services Representative
talial@shpne.com
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JENNIFER SUTTON
JENNIFER SUTTON
Operations Manager
jennifers@shpne.com
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KELLY CHADWICK
KELLY CHADWICK
Data Entry Specialist
kellyc@shpne.com
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JENNIFER CASTRO-MOZO
JENNIFER CASTRO-MOZO
Office Manager
jenniferm@shpne.com
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ERIN MACHADO, IACCP®
ERIN MACHADO, IACCP®
Compliance Manager
erinm@shpne.com
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KATIE DWYER
KATIE DWYER
Sr. Director of New Business
katied@shpne.com
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KIRSTIE IMPRESCIA
KIRSTIE IMPRESCIA
New Business Manager
kirstiei@shpne.com
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SAM MADDEN
SAM MADDEN
Sr. New Business Processor
samm@shpne.com
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MORGAN RICH
MORGAN RICH
New Business Processor
morganr@shpne.com
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PAUL KITTREDGE
PAUL KITTREDGE
New Business Processor
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.

Serving & Helping People

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

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.