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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.


Patrick Randall

Investment Advisor Representative
Phone: 508-746-2400 Ext.222
patrickr@shpne.com

Patrick is registered as an Investment Advisor Representative and joined SHP Financial in October 2018. He previously spent 8 years at a wealth management firm located on the North Shore where he provided financial planning and investment guidance to individuals and families, while also overseeing firm operations and serving as an investment committee member.  In addition, Patrick spent about two years running his own wealth management firm in Winchester, MA.

Patrick has always believed that financial planning is a continual process and not a one-time transaction. He was drawn to SHP Financial due to the firm’s established planning process and procedures, coupled with the team’s collective commitment to providing each client with peace of mind as they transition through life.

Patrick earned his B.S. in Finance from Bentley University and his M.S. in Finance, with distinction, from McCallum Graduate School of Business. He is currently in the process of finishing his studies to become a Certified Financial Planner professional.

Patrick grew up in Methuen, MA and currently resides in Woburn, MA. When not in the office, he enjoys reading, working out, and spending time with family.


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 2


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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