Here's our story. We look forward to hearing yours.
At SHP Financial, our sole focus is YOU.
Retirement Consultants / Advisors
Investment Advisor Representative
Phone: 508-746-2400 x. 215
Joe recently joined SHP Financial as an Associate Advisor in November 2015.
Joe is Series 7 & 63 Securities Licensed along with Massachusetts Life/Health Insurance licensed. Joe has a passion not only for finance, but for making a positive impact in people’s lives on a daily basis. The integrity of the Partners of SHP as well as the fiduciary nature of their practice led Joe to join SHP coming from a private Boston-based wealth management firm.
Certified Financial Planner™
Phone: 508-746-2400 x. 223
Mark joined the SHP team in March 2017 after having spent the previous six years as a Financial Advisor with a large national brokerage firm.
Mark is Series 7 & 66 Securities Licensed as well as Massachusetts Life and Accident & Health licensed. Mark has also obtained both the Chartered Retirement Plan Councilor designation and the Certified Financial Planner, or CFP®, certification.
Mark graduated from the National University of Ireland, Galway with a first class honors Commerce degree. Most recently he also obtained a Certificate in Financial Planning from Bryant University.
Mark grew up in Wrentham Massachusetts. His studies took him abroad to Ireland where he lived and worked for many years. It was there that Mark met his wife and where they married four years ago. The couple welcomed a son in March 2016 and currently reside in downtown Plymouth.
Mark is an avid lover of sports and enjoys playing golf. He also enjoys travelling and spending time with his family.
Phone: 508-746-2400 x. 217
Nick recently joined SHP Financial as a Service Advisor in June 2016. With his experience in the areas of financial planning and client service as an Independent Advisor Representative, he'll be instrumental in supporting our clients and our advisors.
Nick is Securities Licensed and is also Life/Health Insurance licensed. He is motivated and passionate about making a difference in the everyday aspect of people’s lives.
Nick graduated in 2014 from Saint Michaels College with a degree in Business Administration and a minor in Finance. In June of 2014 he started his career with an independent financial planning company in downtown Boston.
Nick grew up in Spofford, NH and currently resides in Plymouth, MA with his girlfriend Alexis. In his free time he enjoys boating, golf, travel and athletics.
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.