Here's our story. We look forward to hearing yours.
At SHP Financial, our sole focus is YOU.
Michelle Short – Director of Operations
Michelle Short joined SHP in 2014. Michelle manages SHPs Operation, Human Resources and Training, Processing team, and all Strategic Planning for the partners. She can be found on a daily basis pumping up the team, tracking firm deliverables, and assisting partners with all of their deliverables.
Michelle oversees organization’s current clientele as well as prospective clients to implement ongoing support of all client communications from radio programs and various lead flow avenues. Michelle works closely with the organization’s three partners to enhance each client relationship, maintain touch points and deliverables, and improve customer service on a daily basis.
Michelle comes to SHP Financial with significant experience in Operational and Client Services Management and has been successfully leading teams since 2004. Most recently she held a position as Senior Vice President at a Boston-based employee benefit consulting firm responsible for client services, new business, human resources, marketing, office management, technology and executive office.
Michelle resides in Carver with her husband, Greg, their daughters, Reese & Kendall and their black lab Jake. She enjoys traveling to warm places, trying to keep up with her daughters, and spending quality time with her family and friends.
Gisele Benson – Director of Client Services & First Impressions
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 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
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 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 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.
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.
Because your future and your retirement depends on independent unbiased financial planning.