FSRP-Team-Photo

    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-Monty-Headshot

    Shawn A. Monty, AIF®

    Managing Partner

    Al-Gilbert-Headshot

    Al Gilbert, AIF®

    Partner

    Sarah-Kenda-Headshot

    Sarah Kenda, AIF®

    Partner

    Daniel-Grossman-Headshot

    Daniel Grossman, AIF®

    Partner

    Dave-Prendergast-Headshot

    David Prendergast

    Financial Advisor

    Ted-Mulligan-Headshot

    Ted Mulligan, CFP®

    Financial Advisor

    Forrest-Butler-Headshot

    Forrest Butler, AIF®

    Financial Advisor

    Travis-Labrie-Headshot

    Travis Labrie, AIF®

    Financial Advisor

    Jim-Monahan-Headshot

    Jim Monahan, CFP®

    Financial Advisor

    Michele-Estey-Headshot

    Michele Estey

    Client Relationship Manager

    Kim-Hamel-Headshot

    Kim Hamel

    Client Relationship Manager

    Jamie-Perkins-Headshot

    Jamie Perkins

    Client Relationship Manager

    Renee-Talcott-Headshot

    Renee Talcott

    Client Relationship Manager

    Erica-Warburton-Headshot

    Erica Warburton

    Client Relationship Manager

    Brian-Curran-Headshot

    Brian Curran

    Client Relationship Associate

    Cris-Landry-Headshot

    Cristian Landry

    Client Relationship Associate

    Crystal-Marquis-Headshot

    Crystal Marquis

    Client Relationship Associate

    Debbie-Cote-Headshot

    Debbie Cote

    Special Projects Coordinator

    Get to Know Us

     

    Shawn-Monty-Headshot

    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.

    Leaders-Seal

    Shawn is proud to have been recognized as a Leaders Level advisor for 2020—a distinction based on annual production attained by just 6 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 Leaders Level advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. Leaders 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-Headshot

    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 is proud to have been recognized as a Summit Club advisor for 2020—a distinction based on annual production that places him among the top 20 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-Headshot

    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.

     

    Daniel-Grossman-Headshot

    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.

     

    Dave-Prendergast-Headshot

    David Prendergast

    Financial Advisor

    [email protected]

    Dave joined FSRP in April 2021. He is a financial advisor, helping both businesses and individuals achieve their retirement planning goals. Prior to joining FSRP, Dave enjoyed seven years at Commonwealth Financial Network, where he oversaw an 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-Headshot

    Ted Mulligan, CFP®

    Financial Advisor

    [email protected]

    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-Headshot

    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.

     

    Travis-Labrie-Headshot

    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 24 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.

     

    Jim-Monahan-Headshot

    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.

     

    Michele-Estey-Headshot

    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-Headshot

    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-Headshot

    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-Headshot

    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-Headshot

    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.

     

    Brian-Curran-Headshot

    Brian Curran, FPQP

    Client Relationship Associate

    [email protected]

    Brian joined FSRP in September 2018. In his role as a client relationship associate, he supports both the retirement plan area of the business and assists with wealth management clients. He recently earned the designation of Financial Paraplanner Qualified Professional (FPQP ™). Working with the financial advisors, Brian assists with preparing financial plans, income evaluation reports, and social security claiming strategies. He is responsible for quarterly report generation, retirement plan meeting preparation and assists 401(k) plan participants as well.

    Brian is a candidate for a bachelor’s degree in Business Administration with a focus in Finance at UNH.

    Brian resides in Londonderry, and enjoys spending his free time golfing, hiking, and skiing.

     

    Cris-Landry-Headshot

    Cristian Landry

    Client Relationship Associate

    [email protected]

    Cristian Landry joined FSRP in January of 2021, shortly after the completion of his 6-year enlistment in the United States Air Force. He has received numerous accommodations for his service around the world and is now dedicated to his role as a Client Relationship Associate. He is readily available to assess and solve any of our client’s needs, as well as assist our Financial Advisors in order to maintain efficiency.

    Although he is originally from New Hampshire, he has been stationed in various places throughout the world such as Japan, Cyprus, United Arab Emirates, and California. In his free time, you can find him fishing, kayaking, snowboarding, or hiking with his dog.

     

    Crystal-Marquis-Headshot

    Crystal Marquis

    Client Relationship Associate

    [email protected]

    Crystal Marquis 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 and she and her husband, Jestin, now live in Bow, New Hampshire. In her spare time, she enjoys reading, rollerblading, walking, biking, and snowboarding.

     

    Debbie-Cote-Headshot

    Debbie Cote

    Special Projects Coordinator

    [email protected]

    Debbie joined Financial Strategies as an administrative assistant in September 2001 and transitioned to Financial Strategies Retirement Partners when it was formed in 2007, as a client service manager and office manager. In June 2019, Debbie semi-retired but still joins the team to help with special projects from time to time.

    Debbie lives in Bedford, New Hampshire with her husband, Chris, and has two adult children. In her spare time, she enjoys traveling, bike riding, family vacations at the beach, cooking, and reading.