Experienced, Dedicated, Focused
Our team puts you at the center of everything we do.
At Finish Well Retirement, our team of qualified professionals is passionate about helping individuals and families achieve their ideal retirements.
Shawn Hogan
Owner | Partner
Shawn is an Owner and Managing Partner at Finish Well Retirement. Since 2007, Shawn has been passionately dedicated to helping individuals and families achieve their goals for a secure and fulfilling retirement. Guided by Finish Well's commitment to always act in the best interests of clients, Shawn provides personalized guidance and support to help them confidently navigate their financial journey.
With deep expertise in investment strategies, tax planning, and retirement products, Shawn takes the time to thoroughly assess each client's unique financial situation and develop a tailored income plan designed to meet their specific needs. He is known for his ability to clearly explain complex concepts in a way that is easy to understand, empowering clients to make informed decisions. Shawn's meticulous attention to detail ensures that all financial data is carefully managed, providing clients with peace of mind.
Outside of his work at Finish Well Retirement, Shawn enjoys spending quality time with his daughter, Lucy. He also loves to relax by fishing, golfing, and cheering on the OSU football team.
John Saccoccia
Owner | Partner
John is an Owner and Partner at Finish Well Retirement, where he leverages over a decade of experience helping clients plan and prepare for retirement. His expertise in retirement planning is further enhanced by his background as an estate planning attorney and the Owner and Founder of The John Saccoccia Law Firm. In this capacity, he focuses on estate planning, elder law, and asset protection planning, bringing a unique and comprehensive perspective to his work with retirement clients at Finish Well.
Born and raised in Steubenville, Ohio, John's journey began with a strong foundation in education and athletics. He attended Marshall University as a member of The Thundering Herd Football Team and later graduated from Muskingum College with a B.A. in Business and two varsity letters in football. He earned his law degree from Capital University Law School while working full-time in the insurance industry and is admitted to the Ohio Bar. In addition to his law degree, John is a licensed insurance agent and a member of Elder Counsel.
The son of a teacher, John is passionate about educating families, frequently presenting at live events and educational workshops discussing the importance of estate and retirement planning. John is married to his wife, Robin, and together, they have three children: Marisa, Geno, and Nicky.
Pete Toth
Retirement Planner
Pete is a Retirement Planner at Finish Well Retirement, dedicated to helping clients navigate their retirement journey. With a strong customer focus and passion for helping individuals and families reach their retirement goals, Pete brings a wealth of experience to his role. Holding his Series 65 license and being a licensed insurance agent in Ohio, he offers a comprehensive approach to retirement planning. Previously, as the owner of Moon Rock Wealth Management for the past 15 years, he helped hundreds of customers achieve their retirement dreams.
Pete specializes in building comprehensive retirement plans that are custom-tailored to each family's unique needs and circumstances. He is a strong believer in maintaining lasting relationships with his clients. Many of Pete's client relationships span over a decade, representing his ultimate satisfaction as a professional.
Pete is happily married to his wife, Jamie, and has a stepson, Steven. His main joys in life are family trips, golfing, fishing, and hunting.
Julie Bernstein
Office Manager and Event Coordinator
Julie is a dedicated Office Manager and Event Coordinator at Finish Well Retirement, with over 30 years of experience in enhancing operational efficiency and delivering exceptional client service.
As Office Manager, Julie oversees daily administrative tasks, manages office details and vendor relationships, and ensures a smooth and efficient office environment. As an Event Coordinator, Julie plans and executes client appreciation events, educational seminars, and company retreats, all designed to foster stronger client relationships and enhance the overall customer experience. Julie's organizational skills and attention to detail directly contribute to a positive and welcoming experience for clients. In addition to her management and coordination expertise, Julie is also a Licensed Insurance Agent and an Ohio Notary.
Julie believes in building lasting relationships and delivering results that exceed expectations. When not at work, she enjoys spending time with her husband, Mike, family, and friends, building strong relationships and lasting memories.
Melissa Henneberry
Case Manager
Melissa is a Case Manager at Finish Well Retirement, where she plays a vital role in ensuring that clients receive exceptional support throughout their retirement planning journey. With a strong background in client relations, communication, and administrative services, Melissa is dedicated to making the retirement process as smooth and stress-free as possible for clients.
Melissa's responsibilities include managing client inquiries, scheduling appointments, and facilitating the coordination of services that help clients achieve their retirement goals. Her excellent interpersonal skills, attention to detail, and proactive approach to problem-solving enable her to effectively address clients' needs and concerns.
With a passion for providing top-tier customer service, Melissa thrives on building lasting relationships with clients, ensuring they feel informed, confident, and supported as they navigate their financial futures. Her commitment to excellence contributes to the success of Finish Well Retirement and the satisfaction of its clients.
In her free time Melissa enjoys spending time with her husband Connor and their 1 year old son, Wesley. They love to listen to country music and go to concerts together. They also spend time outside playing with their dog, Boone.
Courtney Murphy
Case Manager
Courtney is a Case Manager at Finish Well Retirement, where she uses her strong organizational and communication skills to support clients with care and efficiency. As a Case Manager, Courtney's responsibilities include managing client communication, coordinating appointments, and ensuring clients receive the necessary resources to achieve their retirement goals. She excels in interpersonal skills, providing attentive and proactive support to address client needs effectively.
Courtney is dedicated to building strong client relationships, empowering them with the information and support needed to navigate their financial futures with confidence. Her commitment to excellence is integral to the success of Finish Well Retirement. With a background in career advising at a technical school and a degree in American & English Literature and Professional Writing from The Ohio State University, Courtney brings a thoughtful, people-focused approach to her work.
Outside of work, Courtney is a proud wife and mom to two energetic young boys. Her passion for advocacy and community engagement shines through her involvement with the Nationwide Children's Heart Center. She regularly participates in speaking engagements and organizes an annual golf outing, with part of the proceeds supporting fellow "heart families" in need – a cause that holds deep personal meaning. Courtney continues to be driven by a desire to make a meaningful difference in the lives of others, both professionally and personally.
Keshia Sanders
Client Support
Keshia handles Client Support at Finish Well Retirement, where she provides essential support through client communications and a variety of administrative tasks. Her strong organizational skills and attention to detail ensure seamless operations and a positive client experience.
In addition to her role at Finish Well Retirement, Keshia is also an Administrative Assistant at John Saccoccia Law, where she provides essential support to the legal team and their clients. She manages various administrative tasks, including document preparation, client correspondence, and maintaining office records. Keshia is known for her proactive approach, excellent communication skills, and ability to handle multiple tasks with precision. Her dedication to assisting both the legal team and Finish Well Retirement contributes to the smooth operation of both organizations.
When she's not focused on her career, Keshia finds joy in spending quality time with her husband, Adam. Together, they love exploring the outdoors, enjoying nature, and making lasting memories through outdoor adventures.
Meghan Leber
Marketing & Client Services Coordinator
Meghan is the Marketing and Client Services Coordinator at Finish Well Retirement. She brings a genuine passion for delivering exceptional customer service. With a strong belief in building meaningful client relationships, she is committed to creating positive, solution-focused experiences where every client feels heard, valued, and supported.
In this role, Meghan will play a key part in supporting our marketing initiatives, strengthening our digital presence, and helping deliver a seamless and positive client experience across various initiatives. Prior to joining Finish Well Retirement, she developed and managed engaging social media content across multiple platforms, helping brands authentically connect with their audiences. Her hands-on experience in customer service has also equipped her with a deep understanding of client needs and a strong commitment to delivering exceptional support. Meghan brings a unique blend of creativity and client-focused experience to the role.
In her free time, Meghan enjoys spending time with her husband, Dustin, as well as with friends and family. Together, they love going to Cleveland Guardians games, attending as many concerts as they can, and collecting vinyl records.
