EXPANDING CAPABILITIES TO SUPPORT THE FINANCIAL ASPIRATIONS OF THEIR GROWING CLIENT BASE, BEAUPORT FINANCIAL SERVICES, LLC., AN INDEPENDENT, LOCALLY OWNED, WEALTH MANAGEMENT FIRM FOCUSED INWARD TO GAIN OPERATIONAL EXPEDIENCY FOR THE FIRM’S INTERNAL COMMUNICATES TO INCREASE THE EFFICIENT OUTPUT OF INFORMATION, ENHANCING THE CLIENT EXPERIENCE AND EXTERNAL RELATIONSHIPS BY STRENGTHENING ITS SENIOR MANAGEMENT OPERATIONAL LEADERSHIP; ADDING-TO, REFINING AND INTEGRATING TECH CAPABILITIES THROUGHOUT ITS COMMUNICATIONS SYSTEM, SCALING EFFICIENCY.    

Gloucester, MA, November 10, 2021nie, CLU®, Managing Partner, BFS. “Corey is implementing new ways to best communica…With the goal to scale the firm’s communication operations and service capabilities; to facilitate the efficient sharing of resources among staff, and to reinforce support for the firm’s initiatives to accommodate and manage its growing client base, through its signature high-touch advisory practice, Beauport Financial Services, LLC, (BFS), a client-centered, wealth and risk management firm with a proprietary, partnering approach to client services for individuals, families and business owners throughout the New England marketplace, announce Corey McLellan has joined the firm as Director of Operations, and Rosa Provost as Administration and Marketing Associate.        

“We are excited Corey has joined our team as we experience widening interest in our services augmented now by the timely application of his tech-communication skills directing and expanding our communication systems and service capabilities, benefitting from his statistical analysis, systems modeling, forecasting and array of operations proficiencies,” explained David McKechnie, CLU®, Managing Partner, BFS. “Corey is implementing new ways to best communicate the firm’s internal activities among staff, ensuring we apply our time and competencies where needed most. He will direct communications to our client community, coordinate the ongoing support of vetted North Shore charities by our clients and our firm, and strengthen relationships with other businesses – including our partnership with Valmark Securities, Inc.”

Introducing Corey McLellan – Director of Operations, BFS  
Prior to joining BFS, McLellan served as Vice President, Customer Operations for EBSCO Information Services, a $3B SaaS and information services division of EBSCO Industries Inc., based in Ipswich MA, where he led all aspects of data transformation applying his mastery of statistical analysis, modeling, forecasting and other operations management techniques to a variety of business needs and opportunities as part of an overall administrative, financial and people management enterprise.

Among McLellan’s notable responsibilities:
>Built the company’s first enterprise-wide product database, implementing a formal configure, price and quote process (CPQ).
>Led analysis of the global customer service and professional services group producing
 significant cost savings (15% YOY)        
>His role expanded to a Vice President in finance, strategy, planning and operations including
working closely with client services leadership to improve operations while empowering and developing the team using custom technologies and systems.

Over his career McLellan has led organizations and teams in influential administrative roles in smaller and mid-sized companies notably as Executive Director, founding Gordon College’s Career and Connection Institute, setting the strategic vision for the career development and entrepreneurial centers, implementing digital workplace and CRM tools.

McLellan’s educational diversity speaks to his career capabilities and accomplishments beginning with a BA from University of Virginia; gaining a MDiv, a Master of Divinity from Princeton Theological Seminary; leading to an MBA from the University of Virginia, Darden School of Business, VA.

McLellan, his wife Pamela and their two sons and two daughters reside in Topsfield, MA.

“Experiencing our firm’s growing client base, we recognized the opportunity to strengthen our operational capacity. Corey’s career accomplishments and leadership strengthen our overall capabilities in serving our clients and our firm’s future attainments. His interpersonal skills are a seamless fit to our persona ensuring an enterprising team chemistry in serving our clients, gaining the full measure of a rewarding relationship,” recalled Derek Reed, Managing Partner, CFP®, CLU®. “Rosa Provost lands at Beauport with proven skills to take on multiple marketing / communications roles, from front of the house, first person client contact…to timely pushing out must-have information to our clients and business partners.”

Introducing Rosa Provost, Marketing & Administration

Joining the Beauport team, Provost brings six years of banking experience focused to marketing and customer service for BankGloucester, founded in 1887 as a cooperative community bank, based in Gloucester, MA.

As the Bank’s Marketing Assistant reporting to the Marketing Director, Provost played a key role in maintaining all social media accounts, identifying marketing trends and opportunities to grow the bank’s services.  Provost was tasked with content development for social media posts and promotions.  She wrote and performed script voice-overs for educational videos. Provost researched and analyzed new business opportunities, supported business development by cross-marketing products and services; analyzed and prepared monthly data reports for vendors, managed their services for bank functions.
>Provost graduated with a B.S. in Business Administration and Marketing from Salem State University. Provost resides in Gloucester.

Leading BFS, Managing Partners David McKechnie, CLU® and Derek Reed, CFP®, CLU® continue their expansive roles focused to the BFS client community experience, while directing the firm’s business development planning in concert with marketplace interest for BFS services, influenced by digital pathways into the global marketplace. McKechnie and Reed’s leadership role is a straightforward design to ensure every client benefits from the firm’s strategic strengthening of its capabilities linked to their singular client-care relationships, exemplified by their team’s passion for professional development to excel in both business and community affairs, together supporting Beauport’s maxim, “where care meets craft™”.

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 individual, family and business owner services employing an advisory approach to facilitate needs, attain goals, helping clients to integrate their investments, retirement planning, risk management, legal and tax needs into a console-dated blueprint for their financial lives. The depth of experience and expertise of the Beauport team is reinforced by its affiliation with Valmark Advisors, providing independent third party financial advisory solutions. Based in Gloucester, Massachusetts, Beauport Financial Services’ client base encompasses Boston’s North Shore and New England.  McKechnie, CLU® and Reed,CFP®, CLU® are licensed to serve their clientele in over 14 states.       _______________________________________________________________________________________
Fee based planning offered through Beauport Financial Services, LLC A MA State Registered Investment Advisor. Third Party Money Management offered through Valmark Advisers, Inc., an SEC Registered Investment Advisor. Securities offered through Valmark Securities, Inc., Member FINRA, SIPC 130 Springside Drive Suite 300 Akron, OH 44333-2431 800.765.5201. Beauport Financial Services, LLC is a separate entity from Valmark Securities Inc. & Valmark Advisers, Inc. CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the U.S

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