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.

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How we work with you

We believe that advice is an ongoing client experience built on a sense of reassurance through genuinely understanding a client’s needs, solving to achieve their goals and guiding them to take action with greater financial clarity. Our priority is to help you achieve your financial objectives. In order to provide personalized solutions and advice to our clients, it is critical that we not only take a financial snapshot of your current situation, but we learn about your financial goals and wishes. Our process includes these steps:

  1. We begin by asking questions to learn more about you and your family and understand your current financial situation, as well as your goals and prior investment experience.
  2. We will ask you to provide appropriate information to us based on your situation. Such information might include financial statements, tax returns, and client questionnaires.
  3. Using all this information, we customize strategies to create solutions tailored to meet your objectives. We present you with formal recommendations using a wide range of financial products and services.
  4. We’re here for you and can provide periodic reviews and check-ins once your financial roadmap is in place.
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Impacting the community

In 2024, Shuttleworth Financial Group was proud to witness the incredible generosity of our clients, whose participation in various generosity programs made a powerful difference in our communities. Together, we achieved an estimated total financial impact of $1,222,785—proof that when faith, purpose, and planning come together, lives are truly changed. Thank you to everyone who chose to live generously and be a light in the lives of others.

*This data is through December 31, 2024.

Jim Shuttleworth

Jim Shuttleworth

CFP®, FIC

Jim has been working with Thrivent since 1992 and is a member of Thrivent’s Hall of Fame “Legends” *. Jim graduated with an associate's degree from Manchester Community College and a bachelor’s degree from Central Connecticut State University. Jim earned his Certified Financial Planning designation (CFP) in 2001. Jim is the founder and managing partner of Shuttleworth Financial Group. Working with Thrivent, the firm focuses on retirement planning and asset management. “Through my education and experience, I provide clients clarity and confidence with their finances”. Jim leads a team whose goals are to provide “best in class” service and advice to the clients they serve.


Jim and his wife, Laurie, have four adult children and two grandchildren. Jim is an active cross fitter and when not helping clients plan for their financial future, Jim and Laurie enjoy hiking and mountaineering where they have successfully summited some of the world’s highest peaks.

*Hall of Fame represents a long-term commitment to Thrivent with consistent, successful performance. Hall of Fame “Legends” is the highest honor and accomplishment one can achieve

within Thrivent’s field force and requires at least 30 years of service and meeting high performance and compliance standards.

Title

Wealth Advisor

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

413-525-5736

    Austin Shuttleworth

    Austin Shuttleworth

    CFP®, FIC

    Austin is a financial associate and partner with his father, Jim, at Shuttleworth Financial Group. Austin graduated from American International College in 2018 with his B.S. in Finance and Accounting. Austin brings years of experience helping clients meet and achieve their financial goals. He uses this experience to provide hands-on, customized solutions while educating clients to make sound investment decisions for themselves and their families. Austin is involved in every step of the process—from gathering information and creating solutions to providing recommendations and following up down the road, he is there for his clients.


    Throughout his career, Austin has been a guiding voice for clients as they navigate the many changes and challenges life can bring. He deeply values the relationships he has built over the years and remains a steady presence when clients need him most. Austin has a special interest in tax-efficient planning and helping individuals and families plan for retirement and protect their estates, recognizing the challenges this can bring in today’s world. He takes pride in building lasting relationships that go beyond finances, helping clients create a secure and fulfilling future.


    Outside of work, Austin enjoys golfing, running, and spending quality time with his wife, Deanna, and their two children, Hayden and Ashton.

    Title

    Wealth Advisor

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

    413-525-5736

      Kenneth Arendt

      Kenneth Arendt

      Kenneth Arendt is a dedicated investment professional with Thrivent, where he has contributed since 2006. In 2007, he transitioned to the investment team, bringing his expertise to the roles of investment analyst and portfolio manager. He is committed to delivering exceptional results for clients, leveraging his extensive experience in the financial industry. Kenneth works remotely from his base in Wisconsin.

      Title

      Associate

      Phone
      413-525-9165
      Fax

      413-525-5736

        Jordan Frazee

        Jordan Frazee

        Jordan is the newest member of our team, serving as both paraplanner and associate financial professional. He brings valuable experience from several years at a firm in Hartford, CT, where he honed his skills before returning home to better serve clients in his own community.

        A graduate of Bridgewater State University, Jordan’s passion for financial planning began with helping his own family and has grown into a deep commitment to supporting yours. In his role, he prepares comprehensive retirement analysis plans and works closely with clients and advisors to ensure clear, accurate strategies for the future. Jordan takes pride in responsibly managing client assets and guiding each plan from start to finish as a licensed professional.

        Outside of work, Jordan enjoys fishing, hiking, staying active, and serving at his church throughout western Massachusetts.

        Title

        Associate

        State(s) Licensed
        CA Insurance Lic. #4551935 , CT, MA,
        Website
        https://connect.thrivent.com/jordan-frazee
        Email
        jordan.frazee@thrivent.com
        Phone
        413-525-9165
          Matt Keegan

          Matt Keegan

          CFP®

          Matt joined us in October of 2018. He graduated from Bentley University with a B.S. in Finance in 2015. Matt wears a few different hats for the group. He is the paraplanner as well as one of the financial analysts on our team. He does the background work on retirement plans and is the person who executes the trades for the group. Matt is also one of the members of the team that makes quarterly calls to our investment clients. In Matt’s free time he enjoys playing ultimate frisbee, pickleball, and spending time with his fiancée. 

          Title

          Associate

          State(s) Licensed
          CO, CT, FL, MA, ME, NC, NH, NJ, NY, OH, RI, SC, VT, WI,
          Website
          https://connect.thrivent.com/matt-keegan
          Email
          matt.keegan@thrivent.com
          Phone
          413-525-9165
            Carol Tokas

            Carol Tokas

            Carol joined us in June of 2020 with over 40 years of banking experience.  She is dedicated to assisting clients with their needs, whether it involves connecting them with a financial professional, updating beneficiaries, or reviewing their accounts. Carol is passionate about making each interaction a personal experience and looks forward to helping every client. Originally form Holyoke, MA, Carol now resides in Enfield, CT with her family. In her free time, she enjoys baking, especially during the holidays, spending time with her two grandsons and traveling with her family. 

            Title

            Office Professional

            Phone
            413-525-9165
            Fax

            413-525-5736

              Samantha Giordano

              Samantha Giordano

              Sam is an enthusiastic and devoted team member of the Shuttleworth Financial Group. She graduated from American International College in 2022 with a Bachelor's degree in Accounting. Demonstrating her commitment to furthering her education, she earned her MBA in 2023. In addition to her academic achievements, Sam was a dedicated member of the Division II lacrosse team at AIC for five years, showcasing her teamwork, leadership, and perseverance both on and off the field. She enjoys traveling, outdoor adventures, and spending time with her family and friends.

              Title

              Office Professional

                Austin Shuttleworth

                Austin Shuttleworth

                CFP®, FIC

                Title

                Wealth Advisor

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

                  Jim Shuttleworth

                  CFP®, FIC

                  Title

                  Wealth Advisor

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

                    Jordan Frazee

                    Title

                    Associate

                    State(s) Licensed
                    CA Insurance Lic. #4551935 , CT, MA,
                    Website
                    https://connect.thrivent.com/jordan-frazee
                    Email
                    jordan.frazee@thrivent.com
                    Phone
                    413-525-9165
                      Matt Keegan

                      Matt Keegan

                      CFP®

                      Title

                      Associate

                      State(s) Licensed
                      CO, CT, FL, MA, ME, NC, NH, NJ, NY, OH, RI, SC, VT, WI,
                      Website
                      https://connect.thrivent.com/matt-keegan
                      Email
                      matt.keegan@thrivent.com
                      Phone
                      413-525-9165
                        Austin Shuttleworth

                        Austin Shuttleworth

                        CFP®, FIC

                        Title

                        Wealth Advisor

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

                          Jim Shuttleworth

                          CFP®, FIC

                          Title

                          Wealth Advisor

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

                            Jordan Frazee

                            Title

                            Associate

                            State(s) Licensed
                            CA Insurance Lic. #4551935 , CT, MA,
                            Website
                            https://connect.thrivent.com/jordan-frazee
                            Email
                            jordan.frazee@thrivent.com
                            Phone
                            413-525-9165
                              Matt Keegan

                              Matt Keegan

                              CFP®

                              Title

                              Associate

                              State(s) Licensed
                              CO, CT, FL, MA, ME, NC, NH, NJ, NY, OH, RI, SC, VT, WI,
                              Website
                              https://connect.thrivent.com/matt-keegan
                              Email
                              matt.keegan@thrivent.com
                              Phone
                              413-525-9165
                                Austin Shuttleworth

                                Austin Shuttleworth

                                CFP®, FIC

                                Title

                                Wealth Advisor

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

                                  Jim Shuttleworth

                                  CFP®, FIC

                                  Title

                                  Wealth Advisor

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

                                    Jordan Frazee

                                    Title

                                    Associate

                                    State(s) Licensed
                                    CA Insurance Lic. #4551935 , CT, MA,
                                    Website
                                    https://connect.thrivent.com/jordan-frazee
                                    Email
                                    jordan.frazee@thrivent.com
                                    Phone
                                    413-525-9165
                                      Matt Keegan

                                      Matt Keegan

                                      CFP®

                                      Title

                                      Associate

                                      State(s) Licensed
                                      CO, CT, FL, MA, ME, NC, NH, NJ, NY, OH, RI, SC, VT, WI,
                                      Website
                                      https://connect.thrivent.com/matt-keegan
                                      Email
                                      matt.keegan@thrivent.com
                                      Phone
                                      413-525-9165
                                        Austin Shuttleworth

                                        Austin Shuttleworth

                                        CFP®, FIC

                                        Title

                                        Wealth Advisor

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

                                          Jim Shuttleworth

                                          CFP®, FIC

                                          Title

                                          Wealth Advisor

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

                                            Jordan Frazee

                                            Title

                                            Associate

                                            State(s) Licensed
                                            CA Insurance Lic. #4551935 , CT, MA,
                                            Website
                                            https://connect.thrivent.com/jordan-frazee
                                            Email
                                            jordan.frazee@thrivent.com
                                            Phone
                                            413-525-9165
                                              Matt Keegan

                                              Matt Keegan

                                              CFP®

                                              Title

                                              Associate

                                              State(s) Licensed
                                              CO, CT, FL, MA, ME, NC, NH, NJ, NY, OH, RI, SC, VT, WI,
                                              Website
                                              https://connect.thrivent.com/matt-keegan
                                              Email
                                              matt.keegan@thrivent.com
                                              Phone
                                              413-525-9165