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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.


Shawn A. Monty, CPWA®, C(k)P®, AIF®

CEO & Managing Partner, FSRP
Wealth Manager


Al Gilbert, C(k)P®, AIF®

Partner, FSRP
Wealth Manager


Sarah Kenda, AIF®, RICP®

Partner, FSRP
Wealth Manager


David Prendergast, CFP®

COO, FSRP
Wealth Manager


Dan Fraser

Director of Retirement Plan Operation, FSRP
Financial Advisor


Val McClendon, AIF®, CPFA®

Director of Retirement Plan Design, FSRP
Financial Advisor


Chris Conard, AIF®

Director of Business Development, FSRP
Financial Advisor



Brian Lampron, AIF®

Director of Advisory Services



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


Jess Jasiukowicz

Para Planner


Michele Estey

Client Relationship Manager


Jamie Perkins

Client Relationship Manager


Renee Talcott

Client Relationship Manager


Erica Warburton

Client Relationship Manager


Jennifer Murray

Client Relationship Manager


Crystal Rowe

Client Relationship Manager


Dotty Snook

Client Relationship Associate


Lena Robinson

Marketing and Communications Coordinator


Jay Roberto

Client Service Associate


Jack Ecklund

Planning Associate


Danielle King

Client Relationship Associate

Get to Know Us

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Interested in learning more? Schedule a consultation to learn how we can help with all your financial needs.

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