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 Advisory and Business Development Team at SHP Financial is responsible for guiding clients toward financial independence by providing tailored investment advisory services and fostering client relationships. They work collaboratively to ensure the highest level of integrity and transparency in their financial planning and investment processes. This team also identifies new business opportunities and continually innovates advisory solutions to meet the evolving needs of both new and existing clients.

Advisory and Business Development Team

Client Services

Specialists Team

Advisory and Business Development Team

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Client Services

Specialists Team