The Knowledge
and Passion to
Meet Your Needs
Our team of dedicated and knowledgeable professionals has decades of experience helping businesses and individuals achieve their retirement planning goals. We continuously strive to educate our clients and provide information to help them make their best financial decisions.
Shawn A. Monty, AIF®
Managing Partner
Al Gilbert, AIF®
Partner
Sarah Kenda, AIF®
Partner
Daniel Grossman, AIF®
Partner
David Prendergast, CFP®
Financial Advisor
Ted Mulligan, CFP®
Financial Advisor
Forrest Butler, AIF®
Financial Advisor
Travis Labrie, AIF®
Financial Advisor
Jim Monahan, CFP®
Financial Advisor
Chris Conard, AIF®
Financial Advisor and Sr. Retirement Plan Consultant
Michele Estey
Client Relationship Manager
Kim Hamel
Client Relationship Manager
Jamie Perkins
Client Relationship Manager
Renee Talcott
Client Relationship Manager
Erica Warburton
Client Relationship Manager
Crystal Grenier
Client Relationship Associate
Dotty Snook
Client Relationship Associate
Get to Know Us
Shawn A. Monty, AIF®
Managing Partner
[email protected]
Shawn has been providing wealth management, financial planning, and retirement plan consulting services for over 30 years. Shawn is the managing partner of FSRP, which he formed in 2007 along with Al Gilbert. Shawn is a Registered Representative and Investment Adviser Representative with Commonwealth Financial Network®. He holds the FINRA Series 7, 26, and 63 securities registrations through Commonwealth. Shawn is an Accredited Investment Fiduciary® (AIF®) and earned the Certified 401(k) Professional (C(k)P™) designation administered by the Retirement Advisor University in collaboration with UCLA’s Anderson School of Management Executive Education. He is also the OSJ for the branch office and prior to forming FSRP, Shawn founded Financial Strategies in January 1995.
Shawn graduated from Bryant College (now Bryant University) in 1985, earning a bachelor’s degree in business administration with a concentration in finance. He has served in many roles on the boards of Child and Family Services of New Hampshire, Bedford Friends of Recreation, and the Financial Planning Association of Northern New England. A lifelong resident of New Hampshire, Shawn has resided in New Boston since 1996 with his wife, Marylouise. Their adult son, Michael, lives in Charleston, SC.
Shawn is proud to have been recognized as a Chairman’s Level advisor for 2022—a distinction based on annual production that places him among the top 4 percent of advisors affiliated with Commonwealth Financial Network.
Each year, Commonwealth, the broker/dealer–RIA that helps us process investment transactions on your behalf, recognizes Chairman’s Level advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. Chairman’s Level advisors benefit from an intensive learning and networking experience designed to help them hone their expertise, share best practices, and provide ever-higher levels of service, education, and leadership to their clients.
Al Gilbert, AIF®
Partner
[email protected]
Al has more than 25 years of experience in the retirement plan consulting and wealth management field and holds the Accredited Investment Fiduciary® designation. Al is a partner in Financial Strategies Retirement Partners, which he co-founded with Shawn Monty in 2007. Before forming FSRP, Al served as vice president and managing director of RSM McGladrey Retirement Resources and as area vice president for ADP Retirement Services.
Al holds the Certified 401(k) Professional (C(k)P™) designation administered by the Retirement Advisor University in collaboration with UCLA’s Anderson School of Management Executive Education. He has also served as an adjunct lecturer for The Plan Sponsor University (TPSU). He holds the FINRA Series 7, 26, 63, and 65 securities registrations through Commonwealth Financial Network and is a Registered Representative and Investment Adviser Representative with Commonwealth. Graduating from the University of New Hampshire’s Whittemore School of Business in 1990 with an economics degree, he resides in Hollis, New Hampshire, with his wife, Liz, and children, Josh and Ella.
Al Gilbert is proud to have been recognized as a Summit Club advisor for 2022—a distinction based on annual production that places him among the top 19 percent of advisors affiliated with Commonwealth Financial Network.
Each year, Commonwealth, the broker/dealer–RIA that helps us process investment transactions on your behalf, recognizes Summit Club advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. Summit Club advisors benefit from an intensive learning and networking experience designed to help them hone their expertise, share best practices, and provide ever-higher levels of service, education, and leadership to their clients.
Sarah Kenda, AIF®
Partner
[email protected]
Sarah joined Financial Strategies Retirement Partners in April 2018 as a partner and financial advisor. She has spent over 20 years in the financial services industry. Prior to joining FSRP, she worked for several investment management companies. Most recently, she was a senior regional vice president at Salient Partners which specializes in liquid alternatives and hard asset investing. She began her financial services career at Federated Investors as a marketing manager. Sarah works with both individual wealth management clients and corporate retirement plans. Her passion is understanding people and their relationship with money.
Sarah is a Registered Representative and Investment Adviser Representative with Commonwealth Financial Network® and holds the FINRA Series 7, 66, and 24 securities registrations. She earned the Accredited Investment Fiduciary® (AIF®) certification in 2018.
Sarah graduated summa cum laude with a bachelor’s degree in communications from Bentley College. She lives in Bedford with her husband, Steve and son, Eddie.
Sarah Kenda is proud to have been recognized as a Business Experience advisor for 2022—a distinction based on annual production that places her among the top 57 percent of advisors affiliated with Commonwealth Financial Network.
Each year, Commonwealth, the broker/dealer–RIA that helps us process investment transactions on your behalf, recognizes Business Experience advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. Business Experience advisors benefit from an intensive learning and networking experience designed to help them hone their expertise, share best practices, and provide ever-higher levels of service, education, and leadership to their clients.
Daniel Grossman, AIF®
Partner
[email protected]
Daniel has a passion for helping individuals, couples, and families create the financial lives they desire by providing comprehensive planning and investment advice. He has been providing wealth management advice for more than 20 years.
Daniel holds the Accredited Investment Fiduciary® (AIF®) certification and is an Investment Adviser Representative (IAR) with Commonwealth Financial Network®.
Daniel is a native Californian and grew up surfing. There he met his “bride” and they married in 1991. Upon completing his degree in economics at the University of California, Santa Barbara in 1988, Daniel joined Mercer Global Advisors, a national financial planning firm. He traveled throughout the United States, providing customized business and personal financial planning solutions to medical professionals.
After Mercer, Daniel spent a decade in the high-tech world as a business development manager, creating strategic relationships for two technology firms, Optronics Engineering and NuMega Technologies (later Compuware).
In 2001, Daniel returned to his first passion of financial planning. In 2004, Daniel joined Commonwealth Financial Network®. In 2007, Daniel co-founded Acorn Financial. In 2020, Daniel became a partner at Financial Strategies Retirement Partners. He has also served as treasurer of New Futures and a board member on the Nashua Regional board of the New Hampshire Charitable Foundation.
Since 1994, Daniel and his wife, Kasia, have lived in Nashua, New Hampshire and they have three children David, Gavi, and Shira. Daniel is an adamant reader and listens to a podcast on a broad range of topics including economics, technology, history, health, and psychology. To complement his podcasting, Daniel walks a consistent five miles per day.
A dynamic advisor and coach, Daniel invites those who want to realize their higher financial and life aspirations to contact him.
Daniel Grossman is proud to have been recognized as a Vista Club advisor for 2022—a distinction based on annual production that places him among the top 26 percent of advisors affiliated with Commonwealth Financial Network.
Each year, Commonwealth, the broker/dealer–RIA that helps us process investment transactions on your behalf, recognizes Vista Club advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. Vista Club advisors benefit from an intensive learning and networking experience designed to help them hone their expertise, share best practices, and provide ever-higher levels of service, education, and leadership to their clients.
David Prendergast, CFP®
Financial Advisor
[email protected]
Dave joined FSRP in April 2021. He is a financial advisor and CERTIFIED FINANCIAL PLANNER™ professional, helping individuals identify and achieve their financial goals. Prior to joining FSRP, Dave spent seven years at Commonwealth Financial Network, where he oversaw a multi-billion-dollar investment management program and consulted with financial advisors on comprehensive investment solutions for their clients.
Dave is a Registered Representative and Investment Adviser Representative with Commonwealth. He holds the FINRA Series 7 and 66 securities registrations through Commonwealth Financial Network.
Dave graduated cum laude with a bachelor’s degree in Financial Economics from St. Anselm College. He and his wife, Bridget, currently reside in Pelham, New Hampshire with their golden retriever, Lincoln.
Ted Mulligan, CFP®
Financial Advisor
Ted joined Financial Strategies Retirement Partners in November 2020 as a financial advisor and CERTIFIED FINANCIAL PLANNER™ professional helping clients holistically view their financial position and how it impacts the goals they choose to achieve. Ted is passionate and dedicated to helping people see the possibilities of a well-managed financial world.
Ted was a practicing occupational therapist in a prior life, moving on to the manager, director, and corporate consultant for Medicare and eldercare industry. This knowledge base is handy when clients need to understand the options and nuances of this stage in life.
Completing the MBA in 2000 helped launch a thriving student rental real estate portfolio in Durham, New Hampshire, having grown to 30 beds and many interesting stories. If you have a son or daughter looking at the UNH off-campus market, it is time well spent to give him a call.
Ted recently discovered the “empty nest” stage of life as the kids are mostly up and out. Scott is a chemical engineer for Azzur, Eric is in architectural design and recently started on the track for his M. Arch at Boston Architectural College, and Jessie is a junior at UNH studying biochemistry and psychology. The field of neuropharmacology has piqued her interest.
Residing in Durham, New Hampshire, with his wife Shelley he enjoys golf, tennis, reading, and recently took up beekeeping, a fascinating hobby.
Forrest Butler, AIF®
Financial Advisor and Sr. Retirement Plan Consultant
[email protected]
Forrest joined FSRP in October 2010. As a financial advisor and a senior retirement plan consultant, Forrest loves helping both businesses and individuals achieve their retirement planning objectives. HR professionals rely on his plan design experience which helps them attract and retain talent. He enjoys working with individuals to discuss and create the necessary building blocks to a better financial future. Whether it’s within their company-sponsored plan, or on their own, Forrest’s passion is getting people on the right path to reaching their retirement goals and objectives.
Forrest is an Accredited Investment Fiduciary® (AIF®). He is a Registered Representative and Investment Adviser Representative with Commonwealth. He holds the FINRA Series 6, 65, and 63 securities registrations through Commonwealth Financial Network.
Forrest was listed on the 2021 NAPA Top Retirement Plan Advisors Under 40. This list is based on applications received from nominees designated by NAPA Broker-Dealer/RIA Firm Partners. Those applications are then vetted by a blue-ribbon panel of senior advisor industry experts based on a combination of quantitative and qualitative data submitted by the nominees, as well as a broker-check review. These “Aces" are widely seen as the future leaders of the retirement plan advisor industry.
Forrest graduated from the Whittemore School of Business and Economics at the University of New Hampshire with a bachelor’s degree in Business Administration and Management in 2008. He currently resides in Newfields, New Hampshire with his wife Jenna, where in his spare time he enjoys running, golfing, and snowboarding.
2023 NAPA Top 100 Retirement Plan Advisors Under 40, created by NAPA. Presented in Nov 2022 for the previous year. Approximately 500 Advisors were considered, 100 Advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. Click here for more award information.
Travis Labrie, AIF®
Financial Advisor and Sr. Retirement Plan Consultant
[email protected]
Travis joined Financial Strategies Retirement Partners in March 2020. He is a financial advisor and a senior retirement plan consultant, helping both businesses and individuals achieve their retirement planning goals. Prior to joining Financial Strategies Retirement Partners, Travis spent nearly 10 years at Fidelity Investments. During his tenure, he helped 401(k) participants with retirement planning, asset allocation, and general 401(k) navigation. Most recently, he was a managing director responsible for 401(k) plan sponsor support, growth, and retention for retirement plans with $10 to $40 million in assets. Currently, Travis is responsible for 401(k) business development and servicing several existing relationships.
Travis is an Accredited Investment Fiduciary® (AIF®). He is a Registered Representative and Investment Adviser Representative with Commonwealth. He holds the FINRA Series 7, 66, and 63 securities registrations through Commonwealth Financial Network®.
Travis also holds an MBA from Southern New Hampshire University and lives in Nashua, New Hampshire, with his wife and two young children.
2023 NAPA Top 100 Retirement Plan Advisors Under 40, created by NAPA. Presented in Nov 2022 for the previous year. Approximately 500 Advisors were considered, 100 Advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. Click here for more award information.
Jim Monahan, CFP®
Financial Advisor
[email protected]
Jim has been a financial advisor for more than 6 years. Before joining this industry, he spent 12 years as a financial analyst at Raytheon, Hewlett Packard, and Quantum Corporation. Jim has a passion for financial education and helping people realize their financial goals.
Jim is a CERTIFIED FINANCIAL PLANNER™ professional. He also holds a bachelor’s degree in accounting from Bentley University and an MBA from Babson College.
Jim and his wife, Lila, have 2 children. They lived in Massachusetts, Colorado, and Maine before settling in Nashua, New Hampshire nearly 20 years ago. Jim enjoys trips to the ocean, New York City, and sporting events. He is actively involved with the Church of the Good Shepherd in Nashua and is often spotted walking around town with his Old English Sheepdog.
Chris Conard, AIF®
Financial Advisor and Sr. Retirement Plan Consultant
[email protected]
Chris has spent the last 20 years consulting in the qualified retirement plan space throughout New England while working for Paychex Inc. After effectively consulting hundreds of plan sponsors and thousands of plan participants he decided to join the FSRP team to continue working with individuals and plan sponsors in a fiduciary capacity. Chris holds the Accredited Investment Fiduciary® designation as well as the FINRA Series 6, 63 and 65 securities registrations. Chris is inspired each day to help simplify the concepts of retirement planning which can be intimidating and overwhelming to many. By taking a personal interest in individuals, their current financial positions and their future goals, Chris desires to instill confidence by mapping out a course to a proper financial retirement.
Prior to entering the Financial Services industry, Chris was a small business owner in New Hampshire where he learned firsthand the intricacies of what it takes to run a successful business. This experience has proven invaluable when working with business owners and understanding their mindset and day-to-day challenges. Chris also worked in operations management for a large Fortune 50 company for 9 years which provided a deep understanding of finances, budgeting, and operational effectiveness. All of these experiences directly impact how he approaches and manages his business.
Chris graduated with his bachelor’s degree in 1995 from Bentley University and in 2011 obtained his MBA from Rivier University in Nashua NH. Chris lives in Salem NH with his wife Heidi. Their daughter Bailey is a labor and delivery nurse living in Charleston, SC and daughter Abigail is a student at the University of Arizona in Tucson, AZ.
Michele Estey
Client Relationship Manager
[email protected]
Michele joined the Financial Strategies Retirement Partners team in January 2019. In her role as a client relationship manager, she works with both individual wealth management and corporate retirement plans clients. Michele has diverse experience in investment management, trust, and private banking services, along with property management and non-profit organizations. Her knowledge and experience in financial services and client relations makes her an asset to the entire Financial Strategies Retirement Partners team.
Michele lives in Exeter, New Hampshire with her husband Stuart and they have two adult daughters. Michele is committed to her community and is active within her church. In her spare time, she enjoys gardening, cooking, hiking, and kayaking.
Kim Hamel
Client Relationship Manager
[email protected]
Kim works with Daniel Grossman and handles all aspects of client services and support. She currently has more than 15 years of administrative support experience within the insurance and financial planning industry.
Kim graduated from Northern Essex Community College with an associate degree in Criminal Justice. She has lived in New Hampshire for more than 20 years and when not working she enjoys skiing, running, cooking, reading, and spending time with her husband and three children.
Jamie Perkins
Client Relationship Manager
[email protected]
Jamie joined the Financial Strategies Retirement Partners team in January 2020. In her role as a client relationship manager, she works with individual wealth management clients. Previously, she held a similar role with another financial advisory group and brings industry experience and knowledge to our team. Jamie has been in the customer service field for more than 15 years.
Jamie lives in the area with her three children and in her spare time, she enjoys reading and cooking. You may see her on the field, cheering for one of her children from the sidelines.
Renee Talcott
Client Relationship Manager
[email protected]
Renee joined the FSRP team in January 2021. As a Client Relationship Manager, she works with both individual wealth management and corporate clients. Renee brings with her over 20 years of experience in the financial services industry and has been affiliated with Commonwealth Financial Network throughout. Renee is a licensed Insurance Producer.
Outside of the office, Renee enjoys spending time with her family and friends, working out, shopping and summer days at the beach.
Erica Warburton
Client Relationship Manager
[email protected]
Erica joined the Financial Strategies Retirement Partners team in February 2016. In her role as a client relationship manager, she supports the retirement plan area of the business. She is vital to making sure the day-to-day retirement planning tasks are met and clients have the information they need. She is responsible for quarterly report generation and all retirement plan meeting preparation.
Before joining Financial Strategies Retirement Partners, Erica worked in commercial real estate development on Cape Cod. She currently lives in New Hampshire with her husband, Brian, and son, Alec. Erica and her family enjoy exploring the different places the Granite State has to offer.
Crystal Grenier
Client Relationship Associate
[email protected]
Crystal Grenier joined Financial Strategies Retirement Partners in April 2019. In her role as client relationship associate, she supports the daily operations of the office and greets all callers and visitors in a friendly and courteous manner. Prior to joining Financial Strategies Retirement Partners, she worked in customer relations for a national brand for several years.
Crystal grew up in Manchester, New Hampshire. She lives in the Bedford area with her two cats. In her spare time, she enjoys spending time with friends, traveling, reading, rollerblading and walking.
Dotty Snook
Client Relationship Associate
[email protected]
Dotty joined the Financial Strategies Retirement Partners team in December 2021. In her role as a client relationship associate, she supports the 401(k) retirement plan area of the business. Working with the financial advisors, Dotty assists with retirement plan meeting preparation and client service.
Before joining Financial Strategies Retirement Partners, Dotty spent most of her career as a graphic designer in business development and marketing companies. She currently lives in New Hampshire with her husband, Tim where they raised their three adult children. Dotty is active in her church and loves to travel to spend time with her children and grandchildren.
Connect with Us
