Our Team
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.

Ted Mulligan, CFP®
Senior Financial Planner

Maria Callaghan, CFP®, CDFA®
Senior Financial Planner

Forrest Butler, AIF®
Senior Retirement Plan Consultant

Travis Labrie, AIF®
Senior Retirement Plan Consultant
Get to Know Us

Shawn A. Monty, CWPA®, C(k)P®, AIF®
CEO & Managing Partner, FSRP
Wealth Manager
Shawn has been providing wealth management, financial planning, and retirement plan consulting services for over 30 years. Shawn founded Financial Strategies in January 1995 and 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 Raymond James. He holds the FINRA Series 7, 26, and 63 securities registrations through Raymond James Financial Services. 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. Additionally, he holds the Certified Private Wealth Advisor® (CPWA®) designation through the Booth School of Business at the University of Chicago. 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 has been recognized by Forbes Magazine as one of New Hampshire’s Best-In-State Wealth Advisors. In addition, New Hampshire Magazine has recognized Shawn as a Five Star Wealth Manager from 2012-2024.
2024 Forbes Best-In-State Wealth Advisors, *Award was won at prior firm. 2024 Forbes Best-In-State Wealth Advisors, *Award was won at prior firm.
The Forbes Best-In-State Wealth Advisors 2024 ranking, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 6/30/2022 to 6/30/2023 and was released on 4/3/2024. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 44,990 nominations, roughly 8,500 advisors received the award. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for obtaining this award/rating. Compensation provided for using the rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/best-in-state-wealth-advisors for more info.
2012-2024 Five Star Wealth Manager Award, *Award was won at prior firm. Created by Five Star Professional. The 2024 award was presented in September, 2024 based on data gathered within 12 months preceding the issue date. 1094 advisors were considered, 87 advisors were recognized. Advisors pay a fee to hold out
marketing materials. Not indicative of advisor's future performance. Your experience may vary. For more information, please visit www.fivestarprofessional.com.

Al Gilbert, C(k)P®, AIF®
Partner, FSRP
Wealth Manager
Al has more than 30 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 Raymond James Financial Services and is a Registered Representative and Investment Adviser Representative with Raymond James Financial Services. Al graduated from the University of New Hampshire’s Whittemore School of Business in 1990 with an economics degree and resides in Hollis, New Hampshire, with his wife, Liz, and children, Josh, and Ella.

Sarah Kenda, AIF®, RICP®
Partner, FSRP
Wealth Manager
Sarah joined Financial Strategies Retirement Partners in April 2018 as a partner and financial advisor. She has 25 years of experience in the financial services industry. Prior to joining FSRP, she worked for several investment management companies across the United States. She began her financial services career at Federated Investors in Pittsburgh, PA. Sarah works with both individual wealth management clients and corporate retirement plans, where she leads financial education meetings. Individuals appreciate her ability to explain investing basics as it relates to their own situation. Her passion is understanding people and their relationship with money so together they can create a roadmap for the future.
Sarah is an Accredited Investment Fiduciary® (AIF®). She is a Registered Representative and an Investment Adviser Representative with Raymond James Financial Services and holds the FINRA Series 7, 66, and 24 securities registrations. She graduated summa cum laude with a bachelor’s degree in communications from Bentley College.
Outside the office, Sarah is active with Incarnation Anglican Church of Manchester. Sarah enjoys spending time with her husband Steve, son Eddie and their mini goldendoodle Brie.

David Prendergast, CFP®
COO & Senior Financial Advisor
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 former broker/dealer 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 Raymond James. He holds the FINRA Series 7 and 66 securities registrations through Raymond James Financial Services.
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 son Maddox, and golden retriever, Lincoln.

Dan Fraser
Director of Retirement Plan Operation, FSRP
Financial Advisor
Dan joined Financial Strategies Retirement Partners in July 2024. He has more than 30 years of experience in the relationship management and retirement plan consulting field. Before joining FSRP, Dan was vice president and managing director at Fidelity Investments for 20 years working with large private and publicly held companies assisting them with plan design, compliance, and investment strategy. His experience allows him to apply strategies used by very large organizations with businesses of various sizes as he helps them navigate the everchanging landscape of the 401k market.
He holds the FINRA Series 7, 6, and 63, securities registrations through Raymond James Fiancial Services. Dan graduated from Bryant College (now Bryant University) in 1989, earning a bachelor’s degree in business administration. He resides in Londonderry, New Hampshire with his wife, Barb. They have three adult children: Brendan, Colin and Shannon.

Val McClendon, AIF®, CPFA®
Director of Retirement Plan Design, FSRP
Financial Advisor
Val possesses over 25 years of experience as a qualified plan design and IRS compliance specialist. Having an extensive background in 401(k), 403(b)'s and Cash Balance Plans, she understands the complexities business owners are faced with when providing this necessary and valuable benefit for their employees. Valerie’s ultimate goal is to make the complicated easier for Employers through better plan oversight and design, coupled with a better overall experience for the participants.
Val lives in Southern New Hampshire with her two children and her dog Marley. In her spare time, she enjoys kayaking in the summer and snowboarding in the winter.
2025 NAPA Top Women of Excellence - Rising Stars, *Award was won at prior firm. Created by NAPA. Presented in Oct 2025 for the previous year. Not indicative of advisor's future performance. Your experience may vary. Click here for more award information.

Chris Conard, AIF®
Director of Business Development, FSRP
Financial Advisor
Chris has spent the last 20 years consulting in the qualified retirement plan space throughout New England while working for a leading national retirement plan provider. 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 is a proud member of the Board of Directors for Amicus, located in Bangor, Maine. Since 1971 Amicus has been supporting men and women with disabilities in the greater Bangor area. Most recently, Chris was sworn in as a Court Appointed Special Advocate (CASA) Guardian ad Litem (GAL), where he volunteers to advocate for the best interests of children involved in the family court system. He is passionate about making a positive impact in the lives of vulnerable youth and ensuring every child has a voice in court. 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.
*Raymond James is not affiliated with the above organizations and/or charitable causes.

Brian Lampron, AIF®
Director of Advisory Services
Brian joined FSRP in May 2025. As Director of Advisory Services, he supports FSRP’s ongoing expansion, guiding the refinement of our wealth management client experience and identifying emerging opportunities in a shifting industry landscape. Brian has 25 years of experience in the financial service industry. Prior to FSRP, Brian spent over 18 years at former broker/dealer Commonwealth Financial in multiple leadership roles, including Vice President of Advisory Services, where he oversaw the firm's advisory programs and Vice President of RIA Services where he successfully launched and led the RIA Services team. More recently, Brian worked as managing director of RIA solutions at Cetera Financial Group. He has also held roles at LPL Financial and Fidelity Investments.
Brian is an Accredited Investment Fiduciary® (AIF®), and a Registered Representative and an Investment Adviser Representative with Raymond James Financial Services and holds the FINRA Series 7, 63, 65, and 24 securities registrations. Brian graduated from Bentley University with a bachelor’s degree in accounting. He resides in Plaistow, New Hampshire with his wife, Michelle, and their three teenage children, Ella, Grace, and Drew.

Ted Mulligan, CFP®
Senior Financial Planner
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 and enjoys back country skiing while residing in Colorado, Eric pursues his Architect credentials as he aims to complete the exams. Jessie completed her studies at UNH studying biochemistry and psychology. She is in travel mode having spent long periods of time in SE Asia and Costa Rica. Meanwhile she pieces together side hustles to keep it all going.
Residing in Durham, New Hampshire, with his wife Shelley he enjoys golf, tennis, reading, and recently took up beekeeping, a fascinating hobby.

Maria Callaghan, CFP®, CDFA®
Senior Financial Planner
Maria joined Financial Strategies Retirement Partners in November 2025. She is a financial advisor as well as a CERTIFIED FINANCIAL PLANNER® professional, and completed the coursework for the Enrolled Agent (EA). Maria brings more than 15 years of experience working directly with individuals and families, with a strong focus on tax-aware financial planning.
Before joining FSRP, Maria served as a Lead Financial Planner & Relationship Manager in a fully remote role for a firm based in Washington State. She worked closely with clients across a wide range of financial situations, coordinating investment strategy, income planning, and long-term goals. Her background allows her to translate complex planning concepts into clear, actionable guidance.
Maria graduated from the University of New Hampshire with a Bachelor of Science in Business Administration with a concentration in Finance and later earned her MBA from Suffolk University. She and her husband, Ryan, reside in Bedford with their three daughters.

Forrest Butler, AIF®
Senior Retirement Plan Consultant
Forrest joined FSRP in October 2010 as a financial advisor and senior retirement plan consultant. He’s passionate about helping both businesses and individuals achieve their retirement planning goals. HR professionals value his deep expertise in plan design, which helps companies attract and retain top talent. Forrest also enjoys working one-on-one with individuals to build the foundation for a stronger financial future. Whether through their employer-sponsored plan or personal savings strategies, his goal is to help clients stay on the right path toward a secure and fulfilling retirement.
Forrest is an Accredited Investment Fiduciary® (AIF®). He is a Registered Representative and Investment Adviser Representative with Raymond James. He holds the FINRA Series 6, 63, and 65 securities registrations through Raymond James Financial Services.
Forrest has been recognized on the NAPA Top Retirement Plan Advisors Under 40 list in 2023, 2024, and 2025. 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 earned his bachelor’s degree in business administration and management from the Whittemore School of Business and Economics at the University of New Hampshire in 2008. Outside of work, he’s an avid runner and enjoys snowboarding during the winter months. Forrest lives in Stratham, New Hampshire, with his wife, Jenna, their two sons, and their dog, Frankie.

2025 NAPA Top 100 Retirement Plan Advisors Under 40, *Award was won at prior firm. Created by NAPA. Presented in Nov 2024 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®
Senior Retirement Plan Consultant
Travis Labrie brings a wealth of experience and expertise to our team as a seasoned advisor specializing in 401(k) plans. With nearly a decade of experience at Fidelity Investments, Travis has a well-established track record of supporting 401(k) plans with assets ranging from $10 million to $100 million. Travis joined the FSRP team in March of 2020 and looks forward to continuing to gain the trust of his clients and their employees.
During his tenure, Travis honed his skills in managing and optimizing retirement plans, providing tailored advice to plan sponsors, and ensuring compliance with regulatory standards. His deep understanding of the complexities of 401(k) plans and his commitment to client success have made him a trusted advisor to numerous organizations.
Travis's approach is client-focused and strategic. He works closely with employers to design and implement effective retirement plans that meet the unique needs of their workforce while maximizing benefits and minimizing costs. His insights help organizations improve plan participation rates, enhance investment options, and achieve better retirement outcomes for their employees.
Travis is dedicated to staying abreast of industry trends and regulatory changes. This helps ensure that his clients receive the most current and effective guidance for their retirement plans.
In his free time, Travis enjoys basketball, golf, fishing and watching or coaching his kid’s sports teams. This helps him maintain a well-rounded perspective and a balanced approach to both his personal and professional life.
Travis also holds an MBA from Southern New Hampshire University and lives in Nashua, New Hampshire, with his wife and two young children.

2026 NAPA Top 100 Retirement Plan Advisors Under 40, *Award was won at prior firm. Created by NAPA. Presented in Nov 2025 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.

Jessica Jasiukowicz
Para Planner
Jess joined Financial Strategies Retirement Partners in May of 2025. After many years working with planners at FSRP, she realized that she has a passion for helping others gain the financial independence that comes with understanding their current and future financial positions.
Jess spent over 20 years in the telecommunications industry, much of that time heading up the systems responsible for billing and customer service fulfillment. Her last role was as a Vice President of Data reporting to the General Auditor of Comcast NBCUniversal. She was responsible for supporting auditors across Comcast’s domestic and global operations.
A Florida native, Jess attended the University of Central Florida and earned a bachelor’s degree in Organization Communication and later an MBA/MS in Management of Information Systems. She relocated to New Hampshire over 20 years ago and is just now tiring of the long winters. She currently resides in Hooksett, NH with husband Alex, teenage daughter, and teenage son. She is in the thick of planning for new drivers and college.

Renee Talcott
Client Relationship Manager
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. Renee is a licensed Insurance Producer.
Outside of the office, Renee enjoys spending time with her friends and family, especially her 6 grandchildren. When not making memories and sharing laughs with them, she enjoys long walks, trying new restaurants and exploring southern NH.

Michele Estey
Client Relationship Manager
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, kayaking, and spending time with friends and family.

Jamie Perkins
Client Relationship Manager
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.

Crystal Rowe
Client Relationship Manager
Crystal joined Financial Strategies Retirement Partners in April 2019. In her role as Client Relationship Manager, she works with individual wealth management clients. With several years of experience in customer relations for a national brand, she applies an empathetic approach to each interaction and is determined to provide quality assistance.
Crystal grew up in Manchester, New Hampshire and now lives with her husband and their two cats. She is actively involved in her community through her congregation and, during her spare time, enjoys reading, being outdoors, journaling, and spending time with loved ones.

Erica Warburton
Client Relationship Manager
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.

Jennifer Murray
Client Relationship Manager
Jennifer joined the Financial Strategies Retirement Partners team in July 2024. 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. Previously, Jennifer worked in the retirement plan administration field with Paychex, Inc. for 20 years.
Outside of the office, Jennifer enjoys spending time with her family and friends, walking, gardening, traveling, and exploring new places.

Dotty Snook
Client Relationship Associate
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.

Lena Robinson
Marketing and Communications Coordinator
Lena joined Financial Strategies Retirement Partners in June 2024 and now serves as the Marketing & Communications Coordinator. In this role, she leads efforts to enhance brand visibility, develop engaging content, and support strategic initiatives that connect clients with valuable financial insights. Previously a Client Relationship Associate, Lena gained valuable experience in financial services, reporting, and advisor collaboration, which she now applies to her marketing and communications efforts.
Lena holds a degree from Southern New Hampshire University, where she balanced full-time online studies with a demanding job in the restaurant industry. A native of Manchester, New Hampshire, Lena enjoys spending her free time with her family and exploring the natural beauty of northern New Hampshire with her dog.

Jay Roberto
Client Service Associate
Jay Roberto joined Financial Strategies Retirement Partners in April 2025. He brings valuable experience from his time at Fidelity Investments, where he spent three years working with a variety of 401(k) plans and participants. At FSRP he will be engaging with participants to assist with enrollment, deferral, and 401k related questions. Additionally, he partners with our plan sponsors to support their day-to-day plan operations and ensure seamless client service.
Jay earned his bachelor’s degree in business administration from the Peter T. Paul College of Business and Economics at the University of New Hampshire in 2022. He currently resides in Manchester, New Hampshire, and enjoys playing and watching hockey in the winter and golfing during the summer.

Jack Ecklund
Planning Associate
Jack joined FSRP as a Planning Assistant in July 2025, after interning with the practice during the summer of 2024. In his role, Jack supports the advisory team in delivering financial planning and investment support to clients, while working toward obtaining his financial certifications.
Jack earned his bachelor’s degree in Analytical Economics from the University of New Hampshire, graduating cum laude. He brings a strong foundation in data analysis and financial theory and is passionate about helping individuals and families plan for their long-term goals.
Originally from New Hampshire, Jack currently resides in Manchester. Outside of the office, he enjoys golfing in the summer, skiing in the winter, and spending time with his dog, Hazel.

Danielle King
Client Relationship Associate
Danielle joined FSRP in February 2026 as a Client Relationship Associate. She supports the teams daily operations through administrative coordination and client service support, bringing strong attention to detail, a dependable work ethic, and a commitment to providing organized, responsive support to clients and advisors.
She holds an Associate of Science in Marketing and will graduate in Fall 2026 with a Bachelor of Science in Computer Information Systems from Southern New Hampshire University. Before joining FSRP, Danielle held long-term roles in customer service, team leadership, and operations, with a focus on improving efficiency and supporting team performance. Her combined background in business and technology allows her to approach challenges with a detail-oriented, solutions-driven mindset.
Outside of work, she enjoys exploring new restaurants, experimenting in the kitchen, and spending time with her significant other, Joshua, and their cat, Winston. She is naturally curious and enjoys learning about a wide range of topics. She also really appreciates the art of having a good laugh.
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