Meet Our Team
We’re with you every step of the way. We offer experienced financial professionals and an exceptional support staff ready to help you start strong and finish well!
Shawn Hogan
Owner | Partner
Shawn is an owner and managing partner at Finish Well Retirement. Since 2007, he’s been passionate about helping individuals and families achieve their goals for a secure and fulfilling retirement. Guided by Finish Well’s commitment to always act in clients’ best interests, 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 easy-to-understand terms, 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 John Saccoccia Law. 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 bachelor’s degree 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.
Peter Toth
Retirement Planner | Partner
Pete is a retirement planner and partner 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. For the past 15 years, as the owner of Moon Rock Wealth Management, he has helped hundreds of customers achieve their retirement dreams.
Pete specializes in building in-depth retirement plans 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 BernsteinOffice Manager | Event CoordinatorJulie 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 operations and vendor relationships, and ensures a smooth, 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 HenneberryCase ManagerMelissa 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 works to make the retirement process as smooth and stress-free as possible for clients. Melissa’s responsibilities include managing client inquiries, scheduling appointments and coordinating services to help clients achieve their retirement goals. Her excellent interpersonal skills, attention to detail and proactive problem-solving approach enable her to address clients’ needs and concerns effectively. 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 son, Wesley. They love listening to country music and going to concerts together. They also spend time outside playing with their dog, Boone. |
 | Courtney MurphyCase ManagerCourtney 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 resources they need to achieve their retirement goals. She excels at interpersonal skills, providing attentive, proactive support to address client needs effectively. Courtney builds 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 Finish Well Retirement’s success. With a background in career advising at a technical school and a degree in American and English literature and professional writing from 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. |
 | Meghan LeberMarketing & Client Services CoordinatorMeghan 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 plays a key part in supporting our marketing initiatives, strengthening our digital presence, and helping deliver a seamless and positive client experience across various initiatives. Before 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. |
 | Keshia SandersClient SupportKeshia handles client support at Finish Well Retirement, providing 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 their adventures. |