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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 Specialists Team at SHP Financial is responsible for managing and optimizing various aspects of client investment portfolios and insurance needs. The Data Entry Specialist ensures that all client data is accurately recorded and maintained, while the Data Specialist analyzes data to support informed decision-making. The Trading Specialist oversees the execution of trades and monitors market conditions to enhance portfolio performance. The Life Solutions Associate focuses on integrating insurance solutions into clients' financial plans to ensure comprehensive coverage and risk management.

Specialists Team

Client Services

Advisory and Business Development Team

Specialists Team

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Other teams at SHP Financial

Client Services

Advisory and Business Development Team