BEAUPORT FINANCIAL SERVICES, LLC., AN INDEPENDENT, THIRD PARTY WEALTH MANAGEMENT & RISK MANAGEMENT FIRM NAMES THREE COLLEAGUES AS PARTNERS RECOGNIZING THEIR SINGULAR LEADERSHIP & ACCOMPLISHMENTS, ENSURING THE FIRM’S CURRENT & FUTURE CAPABILITIES AND STANDARDS FOR CLIENT SERVICES ARE MAINTAINED& ENHANCED.
Gloucester, MA, April 16, 2018 … Beauport Financial Services, LLC. (BFS), an independent, locally owned, client-centered advisory, wealth & risk management firm based in Gloucester, with a proprietary, partnering approach to client services, serving individuals, businesses & families throughout Eastern Massachusetts, is pleased to announce Serena M. Low, Jongdai (Jon) Park and Kevin M. Bilenchi, partners of the firm. In doing so, managing partners David S. McKechnie, CLU® & Derek J. Reed, CFP®, CLU® ensure the firm and its clients will continue to benefit from the caring, personal relationships, strategic thinking, passion for professional development, expertise & leadership the new partners’ provide, each a specialist & emblematic of BFS’s maxim, “where care meets craft (™)”.
Serena M. Low, Partner, Director of Client Care & Operations, is highly respected & valued by clients & colleagues for her many acts in support of the needs of others within Cape Ann, spanning her 20 years at BFS. Low manages a broad range of direct contact client services while overseeing overall operations ensuring clients receive timely, quality care by guiding staff in traversing specific, challenging financial and insurance matters, & shepherding their continuing education. A key role is Low’s managing the firm’s essential relationship with Valmark Securities, Inc., the firm’s broker dealer. Low resides in Gloucester with husband Patrick & sons Jacob & Jackson.
“Our bond of friendship is deeply cherished as is my admiration for Serena’s special ability to creatively balance & expand her professional development over 20 years at Beauport, never compromising her family affairs, relishing her role as mom and wife. Given all Serena’s attributes, we especially marvel at her leadership in guiding our firm, supporting our clients, and remarkably, how she continues to volunteer time helping to improve lives on Cape Ann. Simply an indispensable person & partner”, extolled, David S. McKechnie, CLU®, Managing Partner, BFS.
Jongdai (Jon) Park, Partner, Director of Financial Planning, Investments & Insurance
During Park’s 14 years at Beauport his financial, management and technical acumen along with his ability to identify meaningful business trends, have expanded his strategic leadership role. Central to Park’s contributions in directing investment services is his skill in seamlessly incorporating state-of-the-art investment technology with sophisticated financial planning for retirement, income, and charitable planning. Park is active in supporting the well-being of North Shore families serving on the North Shore YMCA Board of Directors. With his wife Brooke, their young family, son Elias and daughter Renee, Beverly, MA is home.
“Jon’s innate capacity for financial planning combined with his knowing application of cutting-edge technology products essential to the financial services and insurance industries, ensures Beauport clients and our team are expertly guided by his craft in designing and directing our financial services information platform, serving investment and insurance planning and goals. Jon enriches us all with his wit, his contributions to community and passion for his family, faith & beloved Red Sox”, explained Derek J. Reed, CFP®, CLU®, Managing Partner, BFS.
Kevin M. Bilenchi, Partner, Director of Investment Operations
In his 10 years with the Beauport Team, Bilenchi’s marketing and business administration experience, combined with his professional development in finance and insurance, have broadened his role in coordinating client investments. Teaming with the firm’s managing partners, Bilenchi implements marketing initiatives to realize BFS’s business plans and goals. Together with wife Erin, sons Nicholas and Hunter, Rockport, MA is home.
“Kevin’s drive to consistently focus on and expand his skills in investment services, enhancing investor safeguards, his crucial role of integrating these practices in support of our business model while promoting our services to the core publics we partner with, continues to strengthen the benefits of these initiatives and relationships. Now as partner, we look forward to Kevin’s more direct role with our clients”, stated David S. McKechnie, CLU®, Managing Partner, BFS.
Beauport Financials Founding Principle – “where care meets craft”
Each year at the firm’s holiday open house in December, the focus is the awarding of grants for the urgent work of acclaimed charities, and the occasion to celebrate the effort of BFS clients who nominated charitable candidates through the firm’s Richard D. Wilson Community Response Gift Fund. To make this possible Beauport annually sets aside 10% of its profits to fund the grants. Since its 2005 inception, The Wilson Fund has awarded hundreds of thousands of charitable dollars to dozens of North Shore charities in support of their valued services.
Founded in 1985 by managing partner David S. McKechnie, CLU®, subsequently joined by managing partner Derek J. Reed, CFP®, CLU®, Beauport Financial Services, LLC provides comprehensive personal and business services employing an advisory approach to solving the needs, and accomplishing the goals of individuals, businesses, and families. The depth of experience and expertise of the Beauport team is further enhanced by its affiliation with Valmark Advisors, providing independent third party financial advisory solutions. Based in Gloucester, Massachusetts, Beauport Financial’s client base encompass Boston’s North Shore, Greater Boston and New York.