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David S. McKechnie, CLU®

Managing Partner
As a Managing Partner and Chief Investment Officer of Beauport Financial Services in Gloucester, David provides financial services and insurance expertise spanning over 30 years, specializing in investment, estate, and retirement planning.
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Derek J. Reed, CFP®, CLU®

Managing Partner
Derek is a Managing Partner of the firm providing financial services for over 15 years, and specializing in investment counseling, financial planning and insurance consultation.
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Jongdai (Jon) Park

Director of Financial Planning, Investments & New Business
As Director of Financial Planning and Investments, Jon designs custom financial plans utilizing investment and insurance products, and heads the firm’s investment and insurance teams.
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Serena M. Low

Director of Client Care
As Director of Client Care and during her 19 years at the firm, Serena performs a broad range of client services and oversees the overall operations of the firm to ensure our clients receive timely, quality care and service.
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Kevin M. Bilenchi

Investment & Marketing Associate
In addition to his investment responsibilities, as the firm’s Marketing Associate, Kevin works with the managing partners to coordinate all marketing efforts in concert with the firm’s business plan and goals.
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Ashley Murray

Investment Associate
As an investment associate, Ashley is responsible for many of the daily investment account operations such as establishing new accounts, account changes, check requests and asset transfers.
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Scott Forsythe

Insurance Service Associate
As insurance service associate, Scott is responsible for maintaining and servicing Beauport’s existing life insurance accounts, as well as new insurance business.
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Phyllis Parady

Executive Assistant
Phyllis is well known as the voice that greets you when calling the firm or welcoming you for an in-person consultation.
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Caren Morningstar

Caren joined the firm in December 2017 and is the voice that greets you when calling the firm and welcomes you for in-person consultations. She…

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Key Valmark Resources

Larry J. Rybka, JD, CFP®

Larry J. Rybka is the President and CEO for our partner Valmark Financial Group. Larry’s 30-year tenure at Valmark has been marked by working with…

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Caleb Callahan, CFP®

Caleb J. Callahan is the Executive Vice President and Chief Operating Officer for our partner, Valmark Financial Group. He is responsible for the overall business…

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Michael McClary, MBA

Michael McClary is the Chief Investment Officer of ValMark Advisers, Inc. and ValMark Financial Group, LLC.
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Tyler Denholm, CFA

Tyler Denholm is the Vice President of Investment Management and Research for our partner, ValMark Financial Group.
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Chris Finefrock, MBA, CFP®

Chris Finefrock is the Vice President of Financial Planning for our partner, ValMark Financial Group.
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Caleb Nitz, CFP®

Caleb Nitz is the Vice President of Business Development for our partner, ValMark Financial Group.
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Tom Love, CLU®, FLMI

Tom Love is the Vice President of Insurance Analytics for our partner, ValMark Financial Group.
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Lauren Ballantine, FALU

Lauren Heinz-Ballantine is a Senior Underwriter for our partner ValMark Financial Group.
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Strategic Alliance Partners

Lawrence B. Raymond, CLU®, ChFC®, CPC®, CFP®

Alliance Benefits Group of Michigan
Larry Raymond is one of our strategic alliance partners. He is the President of Alliance Benefits Group of Michigan and is our corporate retirement plan expert.
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Michael Brown

Boston Financial Management
As President and CEO of Boston Financial Management, Mike is responsible for corporate management and business development as well as the long term vision of the firm and day-to-day operations.
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Geoffry A. Juviler, CTFA™

Boston Financial Management
Managing Director and Portfolio Manager of Boston Financial Management serving both individual clients and non-profit organizations. He is also trustee of a number of client trusts. As an analyst, Geoff is responsible for following various global growth equities and specialized investments.
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