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 Client Services team at SHP Financial is dedicated to ensuring a smooth and supportive experience for all clients. This team handles client inquiries, processes new business paperwork, manages client accounts, and addresses any service-related issues. They aim to maintain high levels of satisfaction by providing prompt and efficient assistance, embodying the company’s commitment to transparency and integrity in financial planning and advisory services.

Client Services

Advisory and Business Development Team

Specialists Team

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Client Services

About

Team members

Other teams at SHP Financial

Advisory and Business Development Team

Specialists Team

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Client Services

About

Team members

Other teams at SHP Financial

Advisory and Business Development Team

Specialists Team

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