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.

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®
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 ®
MARK KENNEY, CFP ®
Certified Financial Planner™
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
SHP Financial Service Advisor
nickn@shpne.com
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DAVID HATHAWAY
DAVID HATHAWAY
SHP Financial Service Advisor
davidh@shpne.com
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LAURA RUSSO
LAURA RUSSO
SHP Financial Service Advisor
laurar@shpne.com
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MICHAEL HATCH
MICHAEL HATCH
SHP Financial Service Advisor
michaelh@sphne.com
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DAVID TEITTINEN
DAVID TEITTINEN
Client Service Representative davidh@shpne.com
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WILLIAM MALAGODI
WILLIAM MALAGODI
Trading
Specialist
Williamm@shpne.com
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BRIAN ROSEMAN
BRIAN ROSEMAN
SHP Financial Service Advisor
Brianr@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 DEVENEY
KATIE DEVENEY
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
ERIN LEE
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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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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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!

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

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.