About Shuttleworth Financial Group

The Shuttleworth Financial Group is primarily an advice based financial planning group. We are a "boutique" investment management firm that completes all our own investment research in-house. We believe that this provides us with an objective, unbiased view of the securities we are purchasing which ultimately benefits our clients by helping to meet their investment objectives. The Shuttleworth Financial Group investment management services are primarily management fee-based not commission based. We are local and small enough that our goal is to offer unparalleled service. Our clients have full access to our staff, investment analysts and to Jim and Austin Shuttleworth.

Jim Shuttleworth

Jim Shuttleworth

CFP®, FIC

I love what I do. I’ve been a financial professional with Thrivent for more than 30 years. I have a longstanding history of making meaningful impacts in the financial lives of clients through transparent, objective and holistic financial planning. I work for Thrivent because it’s a not-for-profit Fortune 500 financial services organization that’s been in business for more than 100 years. I offer a broad portfolio of products and services including financial planning, investments, mutual funds, managed accounts, life insurance, disability income insurance, long-term care insurance, and much more. What’s more, at the heart of Thrivent are the values of community and generosity. Those are values I share.

Title

Wealth Advisor

State(s) Licensed
AZ, CA Insurance Lic. #0K89372 , CO, CT, DE, FL, GA, IL, IN, KY, MA, MD, ME, MN, NC, NH, NJ, NY, OH, RI, SC, TN, TX, VA, VT, WI,
Website
https://connect.thrivent.com/jim-shuttleworth
Phone
413-525-9165
Fax

413-525-5736

    Austin Shuttleworth

    Austin Shuttleworth

    FIC, CLTC®

    Austin is a financial producer and partner with his Father at Shuttleworth Financial Group. Austin graduated from American International College in 2018 with his B.S. in Finance and Accounting. Austin works with a variety of clients. He specializes in working with young families, tax-efficient planning, and retirement planning. Austin chose to work with Thrivent due to Thrivent being a not-for-profit Fortune 500 financial planning organization whose values directly align with his own. He assists clients on their financial journey to use money as a tool to reach the goals they have set out to achieve.

    Title

    Financial Associate

    State(s) Licensed
    AZ, CO, CT, DE, FL, IL, IN, MA, MD, ME, MN, NC, NH, NJ, NY, PA, RI, SC, TX, VA, VT,
    Website
    https://connect.thrivent.com/austin-shuttleworth
    Phone
    413-525-9165
    Fax

    413-525-5736

    Louise Gadbois

    Louise Gadbois

    Louise has more than 20 years of financial services experience with the practice.  She valued the financial advice and planning expertise the practice brought to her family planning and review meetings and now works with clients to ensure timely periodic reviews are scheduled. Also, she had been the advisor for local Branch fraternal activities with the organization prior to joining the team and continues to help clients with Thrivent Action Team grants and Thrivent Choice Dollars. Louise enjoys baking, gardening, and family centered activities.  


    (Member benefits and programs are not guaranteed contractual benefits. The interpretation of the provisions of these benefits and programs is at the sole discretion of Thrivent. Thrivent reserves the right to change, modify, discontinue, or refuse to provide any of the membership benefits or any part of them, at any time. You should only purchase and keep insurance and annuity products that best meet the financial security needs of you and your family and never purchase or keep any insurance or annuity products to be eligible for nonguaranteed membership benefits.)


    Title

    Office Professional

    Phone
    413-525-9165
    Fax

    413-525-5736

      Carol Tokas

      Carol Tokas

      Carol joined us in June of 2020 with over 40 years of banking experience.   She is here to assist clients with their needs, whether is connecting them with a financial professional, updating their beneficiaries or reviewing their accounts. She is passionate about making each connection a personal experience and looks forward to helping each client. She grew up in Holyoke and lives with her family in Enfield Ct.   In Carol’s free time she enjoys baking, especially around holidays, spending time with her two grandsons and traveling with her family.  

      Title

      Office Professional

      Phone
      413-525-9165
      Fax

      413-525-5736

        Matt Keegan

        Matt Keegan

        CFP®

        Title

        Associate

        State(s) Licensed
        CT, MA, NH, NY,
        Website
        https://connect.thrivent.com/matt-keegan