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SHP Financial Advisory Team

 

Joe Anderson

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

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.

Joe graduated in 2014 from the University of Massachusetts Amherst with a degree in Economics.  He has been in the industry since June of 2014, and has experience both on the product and client relationship areas of the business.
Joe grew up in Lynnfield, MA and currently resides in Woburn. In his free time he enjoys golf, snowboarding, travel and fitness.

Mark Kenney, CFP®

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

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.

 

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


Nick Nelson

Service Advisor 
Phone: 508-746-2400 x. 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 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


Larry B. Nogueira

Investment Advisor Representative 
Phone: 508-746-2400 | Cell: 508-641-3576
larryn@shpne.com

Larry recently joined SHP Financial as an Associate Advisor in August of 2017 after having worked as a Financial Advisor for a large national brokerage firm.

Larry is Series 7, 63, & 65 Securities Licensed along with Massachusetts Life/Health Insurance licensed. Larry is a trusted resource to his clients who rely on him for financial advice and guidance in their pursuit of personal, financial, and professional success.

Larry graduated in 1994 from Bentley University in Waltham, MA with a Bachelor of Science in Finance. Larry has 23 years of experience in the Financial Industry.

Larry grew up in New Bedford, MA and currently resides in Dartmouth, MA. Larry enjoys spending time with his family and participating in all the activities that the four seasons have to offer in beautiful New England.

 

Click here for Larry's Form ADV Part 2B


Jody McCoy

Service Advisor
Phone: 508-746-2400 
jodym@shpne.com

Jody joined SHP Financial as a Service Advisor in October 2017.  With her regulatory and compliance experience, along with her fervor for investments and financial planning, Jody plays a key role in the day-to-day support of our clients and advisors.

Jody holds her Series 7, 24, and 66 licenses.  As an Independent Advisor Representative, Jody is passionate about enhancing the client experience through providing personalized guidance and support with our processes and products.

Jody has an Associate's Degree in Business and is currently finishing her Bachelor’s at Southern New Hampshire University.  She comes to SHP Financial with four years of experience in the financial services industry, most recently having served as a branch auditor for a large independent broker-dealer.  Prior to that, she was a member of their legal department and assisted attorneys with federal and state regulator activities.

Jody grew up on the South Shore and now resides in Weymouth.  She enjoys walks with her dog, the beach, water sports, traveling abroad, and spending time with her family and friends.

 

Click here for Jody's Form ADV Part 2B

 

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