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SHP Financial Advisory Team

 

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


Jody McCoy

Service Advisor
Phone: 508-746-2400 Ext. 214
jodym@shpne.com

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

Jody is registered as an Investment Advisor Representative, holding her Series 7, 24, and 66 licenses and is also Life and Health insurance licensed. She is passionate about enhancing the client experience through providing personalized guidance and support with our products and planning processes.

Jody has an Associate's Degree in Business and is pursuing 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, assisting 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


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.

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