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Operations Team

Michelle Short – Chief Operating Officer

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 traveling and spending time with her family & friends. She also has a passion for  sun, yoga, and leading Girl Scouts with her oldest daughter.


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.


Kirstie 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.

 

 


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 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 Madden – New Business Processor

Sam joined SHP Financial as a New Business Processor in August 2018 after spending five years in banking in Boston MA. 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.

 

 

 

 

 

 


Kelly Chadwick – Administrative Assistant

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.

 

 


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.