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SHP Financial Advisors & Retirement Consultants

 

Joe Anderson

Investment Advisor Representative
Phone: 508-746-2400 Ext. 215
joea@shpne.com

Joe is registered as an Investment Advisor Representative and joined SHP Financial in November 2015  after having worked for a private Boston-based wealth managment firm.

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.  According to Joe, he left the Boston-based firm to join SHP Financial because of the integrity of the Partners and their decision for the firm to be fiduciary-based.

Joe graduated in 2014 from the University of Massachusetts Amherst with a degree in Economics.  He has been in the financial services industry since June of 2014. He has been and continues to be an asset to the SHP Team and the client families he works with.
Joe grew up in Lynnfield, MA and currently resides in Woburn. In his free time he enjoys golf, snowboarding, travel and fitness.

Mark Kenney, Certified Financial Planner™

Investment Advisor Representative
Phone: 508-746-2400 Ext. 223
markk@shpne.com

Mark is registered as an Investment Advisor Representative and joined the SHP team in March 2017 after having spent the previous six years 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 and obtained his 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.

Check out Mark's interviews on Unlock Your Wealth Radio! 

Click here for Mark's Form ADV Part 2B.


Nick Nelson

Service Advisor 
Phone: 508-746-2400 Ext. 217
nickn@shpne.com

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 a registered Investment Advisor Representative, 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.

Click here for Nick's Form ADV Part 2B


Bernie Lynch SHP FinancialBernie Lynch

Service Advisor
Phone: 508-746-2400 Ext. 219
berniel@shpne.com

Bernie is registered as an Investment Advisor Representative and joined SHP Financial in April of 2018 after having worked for a New York subsidiary of a Connecticut based regional bank.

Bernie is Series 7, 63 & 66 Securities Licensed along with Massachusetts Life/Health Insurance licensed.  Bernie has a passion for client service and strives to make each client understand how truly valuable they are to himself and the firm.  Bernie recently left New York to come to SHP Financial because of his faith and belief in the culture and foundation of this organization, as well as its strong reputation of placing the clients’ needs first.

Bernie graduated in 2008 from Stonehill College with a degree in Economics.  He has been in the financial services industry since January of 2010. He is currently pursuing his CFP® certification.

Bernie grew up on Cape Cod and currently resides in Eastham. In his free time he enjoys spending time with family and friends, rooting for the local New England sports teams, and traveling both domestically and internationally.  His travels include a 4,000 mile domestic road trip and visits to Prague, Budapest, and a large portion of the United Kingdom and Ireland.

Click here for Bernie's Form ADV Part 2B


David Teittinen SHP FinancialDavid Teittinen

Client Service Representative
Phone: 508-746-2400 Ext. 208
davet@shpne.com

David Teittinen joined the SHP Financial family in 2014 with an extensive background in developing and maintaining client relationships. David is dedicated to cultivating relationships with the SHP Client families he serves, as well as to consistently provide the exceptional level of service that our firm, and our clients, expect.

David is a devoted husband, father and grandfather of two beautiful grandchildren.  He is also active in his community, having served as a Director and Coach for the Duxbury Youth Soccer Program and as a Founding Member of the PSF Foundation for the Performing Arts.

 

 


  David Hathaway

Service Advisor
Phone: 508-746-2400 Ext. 202
davidh@shpne.com

David is registered as an Investment Advisor Representative and Joined SHP Financial in July of 2018, after having worked at an international bank. David is Series 7 & 66 securities licensed, along with Oklahoma Life/Health Insurance licensed.  David graduated in 2006 from Oral Roberts University, with a degree in Finance.  He has been in the financial services industry since 2011. After spending 14 years in Oklahoma, David lives closer to his family in Taunton.  In his free time, David enjoys going to the beach and hiking with his dog Bella.

   

 

Click here for David's Form ADV Part 2B                                           

 

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