SHP Financial – Who Are Wekirby2019-06-17T23:30:49+00:00
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 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.
After receiving a finance degree and working several years in the retirement income planning field, Derek Gregoire co-founded SHP Financial in 2003 with the mission of providing independent and innovative financial strategies for retirees and pre-retirees, as well as providing customer service above and beyond industry expectations.
Derek is insurance licensed and holds his Series 65 securities license, which allows him to provide financial and investment advice, as well as personally manage investment portfolios. As a fiduciary advisor, he is required to avoid conflicts of interest, operate with full transparency and always do what is in the best interest of his clients. To read more about the unique differences of fiduciary advisors, click here to read an article in U.S. News.
Derek and his partners chose to be independent wealth advisors so they wouldn’t be limited in the tools and strategies they could provide to create the best possible retirement plans. He works with his clients to create holistic retirement plans that focus on five key areas of retirement: income planning, investment management, tax optimization planning, health and long-term care planning and estate planning. His trademarked planning process is called the SHP Retirement Road Map®.
Derek was recognized by Boston magazine as one of their “Top Wealth Advisors” in February 2010 for his skills, abilities and sound retirement planning strategies.
For the past eight years, Derek has hosted the popular “SHP Retirement Road Map Radio Show,” which airs on WBZ, WRKO and WXTK each weekend. He has also been seen on local network affiliates of NBC, CBS, ABC and FOX and featured in national publications including Kiplinger, Forbes, The Wall Street Journal, USA Today and Newsweek.
Derek is a published author, having co-written the books “SHP Retirement Road Map: Your Map to Financial Freedom” and “Victory: Winning in Health, Wealth & Success.”1
Derek graduated cum laude from the University of Massachusetts Amherst with a degree in finance. He’s active in the local community, working with organizations such as the Plymouth Council on Aging, Cranberry Hospice/Jordan Health Systems and the Dana-Farber Cancer Institute. He is devoted to his Christian faith, loves playing and watching sports and has a new-found love of golf. Derek currently resides in Lakeville, Massachusetts, with his wife and two boys.
1 The book “Victory,” co-authored by Derek Gregoire, Keith Ellis and 34 other authors.
Matthew obtained his Certified Financial Planner (CFP®) certification in 2015 and is a member of the Financial Planning Association.® He is insurance licensed and holds his Series 65 securities license, which allows him to provide financial and investment advice as a fiduciary advisor. He is required to avoid conflicts of interest, operate with full transparency and always do what is in the best interest of his clients.
Matthew, his wife, Diana, and their four children currently reside in the storied Ashmont Hill section of Dorchester, Massachusetts, not far from the Savin Hill neighborhood where he grew up. Graduating from the award-winning Boston Latin School in 1996, Matt went on to earn cum laude honors from the University of Connecticut in 2001, where he was awarded dual Bachelor of Arts degrees in History and English. In 2015, he earned Boston University’s Certificate of Financial Planning.
Keith and his partners co-founded SHP Financial in 2003, and for over two decades, he’s helped clients preserve and protect their assets, allowing them to enjoy what they worked so hard to accumulate throughout their retirement years.
Holding an insurance license and a Series 65 securities license allows Keith to provide financial and investment advice, as well as personally manage investment portfolios. As a fiduciary advisor, he is required to avoid conflicts of interest, operate with full transparency and always do what is in the best interest of his clients.
Keith has always felt his clients deserve more. Unlike many financial advisors and wire houses who focus solely on investments, Keith considers all the available tools and strategies for the people he works with. As an independent wealth advisor, Keith uses the SHP Retirement Road Map® to create 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.
Keith is co-host of the popular “SHP Retirement Road Map Radio Show,” which has been airing for over eight years on various local radio stations including WBZ, WRKO and WXTK each weekend.
He has also been seen on local network affiliates of NBC, CBS, ABC and FOX and featured in several national publications such as Kiplinger, Forbes, The Wall Street Journal, USA Today and Newsweek.
Keith earned his bachelor’s degree from Franklin Pierce University with honors, and currently resides in Sagamore Beach, Massachusetts, with his wife, two sons and their daughter. With his busy life, he still devotes time to various charities, including the Plymouth Council on Aging, Cranberry Hospice/Jordan Health Systems and the Dana-Farber Cancer Institute.
The book “Victory,” co-authored by Derek Gregoire, Keith Ellis and 34 other authors.
Joe is registered as an Investment Advisor Representative 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.
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 Chartered Retirement Planning Counselor designation and the CERTIFIED FINANCIAL PLANNER™, or CFP®, certification.
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.
Patrick is registered as an Investment Advisor Representative 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.
Nick recently joined SHP Financial as a Service Advisor in June 2016. With his experience in the areas of financial planning and client service as an Independent Advisor Representative, he’ll be 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. In June of 2014 he started his career with an independent financial planning company in downtown Boston.
Nick grew up in Spofford, New Hampshire. In his free time, he enjoys boating, golf, travel and athletics.
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 Oklahoma 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.
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, estate planning, and probate.
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 recently moved to Bourne, MA with her husband. In her free time, she is very involved as a youth and young Adult leader of her church. She also enjoys running, hiking, kayaking, and spending time with her family.
Mike is a registered Investment Advisor Representative and holder of the Series 6, Series 63, 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.
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 providing the exceptional level of service that our firm, and our clients, expect.
David is a devoted husband, father and grandfather of two 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.
William joined SHP financial as a Trading Specialist 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.
Brian joined SHP Financial in June 2019. He previously worked at one of the Big 4 accounting firms in Boston supporting teams auditing the valuation of client’s investment securities. Previously, he worked for nine years as a proprietary equity trader with two Wall Street firms where he held the Series 7, 63, 55 and 24 securities licenses. He has extensive experience evaluating the risks of pricing equities, fixed income securities, bank traded term loans, and exchange traded derivatives.
Brian graduated from the University of Connecticut with a Bachelor of Science in Business Administration with a concentration in Finance in 2000. He will be pursuing his license designations in the near future. He loves being able to assist clients through account servicing and support.
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.
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 13 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 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 Jake. She enjoys traveling and spending time with her family and friends. She also has a passion for sun, yoga, and leading Girl Scouts with her oldest daughter.
As the longest tenured employee of SHP Financial, and with over 30 years of banking experience, Gisele Benson has significantly contributed to the growth of the company since 2006. She manages each appointment that walks in the door, shares the SHP story and manages corporate contracting and licensing, as well as servicing established SHP clients.
One of her many responsibilities includes 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 adorable son, John. Their son Greg is a Project Analyst in the construction industry residing in Washington, D.C. Gisele enjoys traveling, boating and spending time with family and friends.
Katie joined SHP Financial in October 2014 as our director of business transfer and service. Katie’s role at SHP Financial is to support the addition of investment and money management advisory services to the existing suite of financial services. She works with clients as they join the SHP Family to ensure that all paperwork is completed and in the proper order, accounts are established, and transfers are processed expediently. In addition, since each income plan is tailored individually, Katie ensures that all of the payments are received in a timely fashion.
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. Most recently, Katie worked at a capital management firm, where she held a position in client relations. There she served as a primary 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. She enjoys the beach and boating during the summer, skiing and taking warm vacations over the winter, and spending time with family and friends.
Kirstie Imprescia joined SHP Financial in June 2017 as a member of our processing team. She assists in processing clients’ various applications and tracking their funds along the way while keeping each client informed of the status.
Kirstie’s experience in administrative assisting 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 with family and friends, traveling and spending weekends in Maine. Mostly, she is busy entertaining a rambunctious little boy. She resides in Raynham, Massachusetts, with her son, Benjamin.
Erin Lee joined SHP Financial in February 2016 as our New Business Processor. Erin’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.
Erin is a graduate of the University of Connecticut with a bachelor of science in Resource Economics. Erin comes to SHP Financial with experience in office management, administrative support and customer service.
Erin resides in Plymouth with her boyfriend Jonathan. She owns one horse and riding is her passion when not working. Erin also enjoys hiking with her dogs and spending quality time with her friends and family.
Sam joined SHP Financial as a New Business Processor in August 2018 after spending five years in banking in Boston, Massachusetts. Sam is currently continuing his education and taking classes in Plymouth. 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 his Bernese Mountain dog Bogey.
Tasha Smith is responsible for guiding prospective clients through the process of meeting our partners. She joined SHP in October 2014. She manages the calendars of each SHP Financial advisor and ensures that the prospective client experience with SHP Financial is at the highest level of quality. She speaks with people who contact us to inquire about our services and assesses their financial situation to see if SHP Financial will be a good fit. She reaches out to prospective clients to ensure they have received the necessary information to warrant an easy understanding of what to expect.
Tasha brings with her over 12 years of client relations, 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 physician recruitment, client management, 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.
Tasha resides in Weymouth with her husband, Paul, and their son, Brody. She has a strong passion for art and interior design. She spends a lot of time with family and friends but also enjoys outdoor activities and visiting museums.
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’s primary role is to manage and set up events from conception to completion. She is committed to providing outstanding customer service and organizing unique, memorable events that are of the highest quality. Jamie quickly proved to be a valuable resource to the marketing team and earned a title change to event and marketing coordinator to fully encompass the marketing-related assignments she is now handling in addition to event management.
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 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.
Carol joined SHP Financial in January 2015. She reaches out to prospective clients to tailor services to their individual needs by streamlining contact to our co-founders. She is also responsible for returning calls that come in from our radio show. She assists them in getting their questions answered and their needs met in a timely manner. Carol is committed to treating each prospective client with the absolute highest quality customer service because they deserve nothing less!
Carol brings 35 years of marketing and sales experience to SHP. Prior to joining SHP, Carol worked as a director of sales for a national dating service in Newton, Massachusetts, and for the past 12 years served as a marketing/sales manager for a radio station where she worked with clients to increase their marketing share and address their individual needs.
Carol was born and raised in Fairhaven, Massachusetts, where she raised three sons. In her spare time, she enjoys being with her grandchildren, is an avid gardener and volunteers as an advocate for seniors in the New Bedford area.
Kelly was born and raised on Cape Cod and Joined SHP Financial in June of 2018 as the Administrative Assistant. 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.
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.
Born and raised in the Boston area, 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 for four years 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 with her husband Manuel and their daughter Alyssangela. She enjoys traveling and plans to visit all seven continents before she turns 50 years old. In her spare time, Jennifer is also very involved in her church working with the Girl’s Ministries club, youth, and serving on the worship team.
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
Our group chose to volunteer our time at Rosie’s Place, a sanctuary for women and children in poverty or homelessness. Rosie’s food program helps an average of 280 people per day, or 100,000 meals each year. We made our own donations to fund, prepare and serve a lunch shift in the dining room. Unlike other food programs, Rosie’s does not require guests to line up and wait to receive their meals.
After welcoming them, we walked with them to find seats, served them at their table, and cleared their places when they were finished, just as we would a guest in our own home. Rosie’s is much more than just dining service, as they also offer a food pantry, educational services, health and wellness services, legal aid, and an overnight shelter for those in need. Rosie’s Place is able to provide these services with the generous support of individuals, foundations and corporations like SHP, and does not accept any city, state or federal funding.
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.