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At SHP Financial, our sole focus is YOU.

Operations Team

Michelle Short – Chief Operating Officer

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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.  She can be found on a daily basis pumping up the team and seeking out new opportunities to service our client’s needs.

Michelle has 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 degree in Psychology from the University of Massachusetts at Boston.

Michelle resides in Carver with her husband Greg, her daughters Reese & Kendall and their black lab Jake. She enjoys travelling and spending time with her family and friends. She also has a passion for the sun, yoga, and leading Girl Scouts with her oldest daughter.

 

Gisele Benson – Director of Client Services & First Impressions

Gisele-newAs 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 include 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 son adorable son John. Their son Greg is a Project Analyst in the construction industry residing in Washington, DC. She enjoys traveling, boating and spending time with family and friends.

Katie Deveney – Director of Business Transfer and Service

katieKatie 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 their 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 & 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 Kingston. She enjoys the beach and boating during the summer, skiing and taking warm vacations over the winter and spending time with family and friends.

Erin_WebErin Lee – New Business Processor

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 joins us as a recent 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. She owns 2 horses and riding is her passion when not working. Erin also enjoys being outside and spending quality time with her friends and family.

 

Kirstie-webKirstie Imprescia – New Business Processor

Kirstie Imprescia joined SHP Financial in June 2017 as a member of our processing team. She assists in processing client’s 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 four year old boy.  She resides in Raynham, Massachusetts with her son Benjamin.

 


To schedule a complimentary, no-obligation consultation to discuss your financial future to see if you are on the right track towards a secure retirement, call us today at 1-800-227-7777.

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