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 FINRA 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:

• Vice Chairman, 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 FINRA 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.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who succesfully complete CFP Board’s initial and ongoing certification requirements.

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 FINRA 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 Operations   

As the Director of Operations 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 with FINRA and holds Insurance licenses for Life, Accident and Health.

Kevin M. Bilenchi – Investment Associate   

As an Investment Associate for Beauport Financial, Kevin works with the Director of Financial Planning in assisting with investment portfolio analysis and also oversees the Investment process from start to finish.

Kevin received his Bachelor of Arts in Marketing with a minor in Business Administration from Western Michigan University in Kalamazoo, MI. He is Series 7, 6, and 63 licensed with FINRA and holds Insurance licenses for Life, Accident, and Health. He is currently pursuing his Series 66 license.

Phyllis Parady – Administrative Assistant   

As the Adminstrative Assistant for Beauport Financial Services, Phyllis is the voice you hear when you first call us. She is in charge of managing the day to day office/administrative duties, greeting clients, scheduling meetings, along with a variety of other essential support services.