Our Team

David S. McKechnie, CLU – Managing Partner   

David is a Managing Partner of Beauport Financial Services in Gloucester, MA. He has been providing financial services for 20 years, specializing in investment, estate, and retirement planning. He received a Bachelor of Arts degree in Economics from the University of Vermont and the designation of Chartered Life Underwriter (CLU) from The American College (Bryn Mawr, PA). He holds NASD Series 7, 24, and 66 licenses as well as licenses for Life, Health, Annuities and Variable Insurance.

David serves on a number of professional boards, including:

• Board of Governors – Shriners Burns Hospital for Children, Boston
• Board of Directors – North Shore YMCA
• Board of Directors – Cape Ann Chamber of Commerce
• Past President – Gloucester Rotary Club

Derek J. Reed, CFP® – Managing Partner   

Derek is a Managing Partner of Beauport Financial Services in Gloucester, MA. He has been providing financial services for over 10 years, specializing in investment counseling and financial planning. He received a Bachelor of Arts degree from Bates College in Lewiston, Maine and attended the Universidad de Granada, Granada, Spain as an international student while developing a fluency in Spanish. In addition, he holds NASD Series 7, 24. and 66 licenses as well as licenses for Life, Health, Annuities and Variable Insurance. Derek obtained his Certified Financial Planner™ certification in 2007 and is currently pursuing the designation for Chartered Life Underwriter (CLU) from The American College (Bryn Mawr, PA).

Derek serves on the board of Pathways for Children as their current Treasurer, is Past President of Business Networking International (BNI), and is active in the Boston Bates Business Network.

Jon (Jongdai) Park – Director of Planning and Investments   

As the Director of Planning and Investments for Beauport Financial, Jon is in charge of designing custom financial plans for the firm’s clients utilizing investment and insurance products. He also oversees the Investment Department. Last but not least, he is responsible for maintaining Beauport’s state-of-the-art financial services Information Technology.

Jon received a Bachelor of Arts degree in Business Administration from Gordon College in Wenham, MA. He is Series 7, 6, and 63 licensed with the NASD and holds Insurance licenses for Life, Annuity, Accident, and Health. He is currently pursuing his Series 24 and 66 licenses as well as the designation for Certified Financial Planner® through Boston University’s CFP® Certification Program.

Serena M. Low – Director of Client Services   

As the Director of Client Services for Beauport Financial, Serena acts as a liaison between BFS and ValMark Securities, the firm’s broker-dealer. She is responsible for the overall daily maintenance of client accounts, including transfers, wires, journals, and issuing checks.

Serena received a Bachelor of Science degree in Business Administration with a minor in Economics from Salem State College. She is Series 7, 6, and 63 licensed and holds Insurance licenses for Life, Accident and Health.

Leah C. Lovasco – Operations Manager   

As the Insurance Underwriting Assistant to Derek Reed and David McKechnie, Danielle is responsible for the insurance and annuity servicing of our clients. She received a Bachelor of Arts degree from Miami University in Oxford, OH and holds her insurance licenses for Fixed Life, Accident and Health.