Our Broker Dealer

Our partnership with Valmark grants us access to a highly skilled and experienced back-office support team. By combining our personalized, locally owned approach with Valmark’s extensive resources and global expertise, we are able to offer innovative, high-quality financial solutions tailored to each client’s unique needs.
This strategic collaboration ensures that our clients receive the best of both worlds—the vast capabilities and cutting-edge solutions of a large, national firm, paired with the individualized attention and commitment to excellence that define Beauport Financial Services. By integrating Valmark’s strengths with our own, we are positioned to exceed expectations, foster lasting relationships, and help our clients achieve their financial goals with confidence.
Valmark Key Resources

Larry J. Rybka, JD, CFP®
Valmark Financial Group
Chairman and CEO

Caleb Callahan, CFP®
Valmark Financial Group
President and Chief Operating Officer

Michael McClary, MBA
Valmark Financial Group
Chief Investment Officer

Luke Ehinger, ChFC®, CLTC®
Valmark Financial Group
Director of Insurance Marketing

Lauren Ballantine, FALU
Valmark Financial Group
Director of Underwriting

Chris Finefrock, MBA, CFP®
Valmark Financial Group
Senior Vice President of Financial Planning and Investment

Caleb Nitz, CFP®
Valmark Financial Group
Vice President of Business Development

Tyler Denholm, CFA
Valmark Financial Group
Vice President of Investment Management and Research
Strategic Alliance – CAPTRUST
Our partnership with CAPTRUST, an independent, majority employee-owned firm founded in 1997, allows us to offer clients access to institutional-quality investment resources while maintaining the personal attention and guidance that define our firm. With over $1 trillion in assets under advisement and more than 30,000 clients nationwide—including individuals, retirement plan sponsors, and nonprofit institutions—CAPTRUST provides deep research capabilities and a wide range of customizable investment solutions. Through this collaboration, our clients benefit from a powerful combination of personalized service and broad-market expertise.

Michael Brown, CPA
CAPTRUST
Principal, Financial Advisor

Laurie Novak, CFP®, CDFA®
CAPTRUST
Principal, Financial Advisor

Geoffry A. Juviler
CAPTRUST
Principal, Advisor

Michael Brown, CPA
CAPTRUST
Principal, Financial Advisor

Laurie Novak, CFP®, CDFA®
CAPTRUST
Principal, Financial Advisor

Geoffry A. Juviler
CAPTRUST
Principal, Advisor