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 Leadership Team at SHP Financial directs the strategic vision and operational execution of the company. They ensure that services are delivered with the utmost integrity and transparency, oversee compliance with legal standards, and drive initiatives that foster financial independence for clients. By coordinating efforts among team members, the Leadership Team upholds the company's commitment to high ethical standards and client-focused advisory solutions.

Leadership Team

Client Services

Advisory and Business Development Team

Specialists Team

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Leadership Team

About

Team members

Other teams at SHP Financial

Client Services

Advisory and Business Development Team

Specialists Team

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Leadership Team

About

Team members

Other teams at SHP Financial

Client Services

Advisory and Business Development Team

Specialists Team

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