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.
Meet Our Team
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
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, GA, IL, IN, KY, MA, MD, ME, MN, NC, NH, NJ, NY, OH, PA, RI, SC, TX, VA, VT, WI,
- Website
- https://connect.thrivent.com/austin-shuttleworth
- Phone
- 413-525-9165
- Fax
413-525-5736
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
- Location
East Longmeadow MA
- Phone
- 413-525-9165
- Fax
413-525-5736
Matt Keegan
- Title
Associate
Matt Keegan
CFP®
- Title
Associate
- State(s) Licensed
- CO, CT, MA, NC, NH, NY, RI, SC, VT, WI,
- Website
- https://connect.thrivent.com/matt-keegan