Main Office
David S. McKechnie, CLU®

David S. McKechnie, CLU®

Managing Partner
As a Managing Partner of Beauport Financial Services in Gloucester, David provides financial services and insurance expertise spanning 29 years, specializing in investment, estate, and retirement planning.
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Derek J. Reed, CFP®, CLU®

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

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

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

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

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

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

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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Key Valmark Resources
Michael McClary, MBA

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, 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, MBA,CFP

Chris Finefrock is the Vice President of Financial Planning for our partner, ValMark Financial Group.
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Tom Love, CLU, FLMI

Tom Love, CLU, FLMI

Tom Love is the Vice President of Insurance Analytics for our partner, ValMark Financial Group.
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Caleb Nitz, CFP®

Caleb Nitz, CFP®

Caleb Nitz is the Vice President of Business Development for our partner, ValMark Financial Group.
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Lauren Ballantine, FALU

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

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

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

Michael Brown

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

Geoffry A. Juviler, CTFA

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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