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 YOUR TEAM

FOUNDING PARTNERS

SHP FINANCIAL ADVISORS & RETIREMENT CONSULTANTS

OPERATIONS & MARKETING TEAM

SHP FINANCIAL
FOUNDING PARTNERS

co-founder
DEREK L. GREGOIRE
Co-founder
co-founder
MATTHEW C. PECK, CFP® CIMA®
Co-founder
co-founder
KEITH W. ELLIS JR.
Co-founder

SHP FINANCIAL
ADVISORS & RETIREMENT CONSULTANTS

JOE ANDERSON
JOE ANDERSON
Financial Advisor
joea@shpne.com
MARK KENNEY, CFP®, CTS™
MARK KENNEY, CFP®, CTS™
Financial Advisor
markk@shpne.com
PATRICK RANDALL
PATRICK RANDALL
Financial Advisor
patrickr@shpne.com
CHASE REARDON
CHASE REARDON
Financial Advisor
chaser@shpne.com
BRIAN ROSEMAN
BRIAN ROSEMAN
Financial Advisor
brianr@shpne.com
NICK NELSON
NICK NELSON
Director of Advisory Solutions
nickn@shpne.com
NATALIA CAMARGO
NATALIA CAMARGO
Lead Advisor
nataliac@shpne.com
KYLE BRITTON
KYLE BRITTON
Lead Advisor
kyleb@shpne.com
ANTHONY FINOCCHIARO
ANTHONY FINOCCHIARO
MARCI LUCIER
MARCI LUCIER
OWEN IMPARATO
OWEN IMPARATO
JACK TOMCZYK
JACK TOMCZYK
JIMMY SFERRAZZA
JIMMY SFERRAZZA
CHRIS WILLIS
CHRIS WILLIS
DAVID LAYTE
DAVID LAYTE
Advisor, Technology Solutions
davidl@shpne.com
MICHAEL HATCH
MICHAEL HATCH
Advisor, Life Solutions
michaelh@sphne.com
LAURA RUSSO
LAURA RUSSO
Sr. Service Representative
laurar@shpne.com
DAVID TEITTINEN
DAVID TEITTINEN
Sr. Service Representative davidt@shpne.com
JOSH KOSINSKI
JOSH KOSINSKI
Planning Representative
joshk@shpne.com
WILLIAM MALAGODI
WILLIAM MALAGODI
Investment Analyst
williamm@shpne.com
DAVID HATHAWAY
DAVID HATHAWAY
Investment Analyst
davidh@shpne.com
TORI KISSELL
TORI KISSELL
Investment Analyst
torik@shpne.com
MATT DESISTO
MATT DESISTO
Finance Intern
CHARLIE CONDON
CHARLIE CONDON
Finance Intern

SHP FINANCIAL
OPERATIONS & MARKETING TEAM

MICHELLE SHORT
MICHELLE SHORT
Chief Operating Officer
michelles@shpne.com
MALLORY SANNELLA
MALLORY SANNELLA
Director of Operations
mallorys@shpne.com
GISELE BENSON
GISELE BENSON
Director of Client Services & First Impressions
giseleb@shpne.com
JAMIE FALLON
JAMIE FALLON
Marketing & Event Manager
jamief@shpne.com
EVAN SMITH
EVAN SMITH
Creative Strategist
evans@shpne.com
TASHA SMITH
TASHA SMITH
Director of Business Development
tashas@shpne.com
TALIA LUMLEY
TALIA LUMLEY
Lead, Client Services Representative
talial@shpne.com
PATTI BOARDLEY
PATTI BOARDLEY
Client Services Representative
pattib@shpne.com
KELLY CHADWICK
KELLY CHADWICK
Data Entry Specialist
kellyc@shpne.com
BRIGHID DAVIS
BRIGHID DAVIS
Operations Assistant
brighidd@shpne.com
JENNIFER CASTRO-MOZO
JENNIFER CASTRO-MOZO
Office Manager
jenniferm@shpne.com
ERIN MACHADO, IACCP®
ERIN MACHADO, IACCP®
Compliance Manager
erinm@shpne.com
KATIE DWYER
KATIE DWYER
Director of Advisory Billing
katied@shpne.com
MORGAN RICH
MORGAN RICH
Advisory Billing Specialist
morganr@shpne.com
KIRSTIE IMPRESCIA
KIRSTIE IMPRESCIA
New Business Manager
kirstiei@shpne.com
SAM MADDEN
SAM MADDEN
Sr. New Business Processor
samm@shpne.com
PAUL KITTREDGE
PAUL KITTREDGE
New Business Processor
paulk@shpne.com

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.