For over a decade, SHP Financial has helped individuals and families plan for financial independence in retirement. As Investment Advisor Representatives we’re legally bound to work with the highest integrity and transparency and to always put your needs above all else. 

Investment Advisory Services are offered through SHP Wealth Management LLC., an SEC-registered investment advisor. Insurance sales are offered through SHP Financial, LLC. These are separate entities.

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Finance

Insurance

Investment Management

SHP Financial

Keith Ellis

Matthew C. Peck

Michelle Short

Zack Ricciardi

Tasha Smith

Mallory Sannella

Gisele Benson

Nick Nelson

The Operations team at SHP Financial is responsible for managing and streamlining the day-to-day activities that support our financial planning and investment advisory services. This includes overseeing internal processes, implementing strategic initiatives, ensuring regulatory compliance, and enhancing operational efficiency to ensure that client needs are met with the highest level of integrity and transparency.

Operations

Client Services

Advisory and Business Development Team

Specialists Team

Operations

About

Team members

Other teams at SHP Financial

Client Services

Advisory and Business Development Team

Specialists Team