BEAULIEU WEALTH MANAGEMENT - Key Persons
Chris Beaulieu is a Partner with Beaulieu Wealth Management. He has been involved in the Financial Services Industry for over 25 years. Chris began his career as a product specialist in Boston for John Hancock Investments and developed strategies utilizing insurance protection and investment concepts before moving to Rhode Island to work directly with clients. Since 2001 Chris has been recognized each year by John Hancock for his achievement in his wealth management practice.
Chris has built his wealth management practice focusing on instilling client confidence. Chris believes that to be confident is to feel strong and positive about where you are going and he develops portfolio strategies to meet his client's goals.
Chris has served on community and non-profit boards in Rhode Island including House of Hope Community Development Cooperation centered in Warwick, RI.
Chris is a graduate of University of Rhode Island where he earned a BS in Finance and Insurance. He also received his Chartered Financial Consultant designation from American College. Chris resides in East Greenwich, RI with his wife and three children where he is actively involved in boating, tennis, and cycling.
Job Titles:
- Client Operations / Administrative Assistant
Diana Spinard, a graduate of the Katherine Gibbs School with 18 years of corporate administrative experience, joined Beaulieu Wealth Management in 2019. Diana currently supports Jim and Greg Beaulieu in every aspect of their practice. Her role as Client Relationship Manager is to coordinate the entire client experience making it seamless for the advisors and clients to work together to achieve the client's goals. Diana's fervent social skills, organizational talents and keen sense of customer service make her an invaluable member of the team and the firm.
"My goal is to help make the often complex processes of financial planning and investment management as simple and straightforward as possible. Through timely scheduling and good communication, I can help clients stay actively engaged with Jim and Greg in achieving their financial goals," she explains. In her client management role, Diana is often the first point of contact, later tracking meetings and the flow of paperwork, and lastly reaching out to confirm that all the client's service needs have been met.
Diana resides in Hope Valley, Rhode Island with her husband and three children
Greg Beaulieu is a Partner at Beaulieu Wealth Management. He joined Beaulieu Wealth Management after five years in the finance roles in the healthcare medical research industry and brings a unique perspective to the team in this era of new healthcare considerations. Greg works with many of our CT clients and spends a portion of his time in our Rocky Hill office.
Greg has previously served on the Board of Directors of Habitat for Humanity in West Bay, RI where he helped plan and build homes for deserving families. Greg is frequently requested as a public speaker and has recently been honored as a keynote speaker at his alma mater, Bishop Hendricken High School. Greg frequently volunteers his time to educate students about financial services.
Greg graduated from Merrimack College with a BS in Finance and was a Virginia O'Neal scholar in the Girard School of Business. Greg currently holds the Accredited Investment Fiduciary designation (AIF®).
Jim Beaulieu is a Partner at Beaulieu Wealth Management. He has an impressive background in accounting, law and taxation including work experience with both the IRS as a Corporate Field Agent and KPMG as a Senior Tax Manager. He guides the clients of Beaulieu Wealth Management in Financial Advising with an emphasis on the complex and manages the practice's relationships with attorneys and accountants insuring our clients receive the best care in all aspects of their planning.
Jim has deep relationships in the Rhode Island business community and has been a part-time instructor in accounting and taxation at the University of Rhode Island. He prides himself on forging stronger ties between the academic and business/law communities.
He is a graduate of the University of Rhode Island with a B.S. in Accounting, received his Juris Doctor from Suffolk University Law School and earned his Masters in Taxation from Bryant University. Jim is an active member of the Rhode Island Bar Association. Jim currently holds the Accredited Investment Fiduciary designation (AIF®).
Jim resides in Warwick, RI with his wife and has three grown children, including two CPAs and a Financial Advisor.
Agent Jane Bond is on the case, cracking the code on bonds.
Job Titles:
- Client Operations Manager
Julie Beaulieu leads our client operations efforts. You will often hear Julie's voice on the phone and she spends her time reviewing client files and making sure that our practice processes run smoothly. She also handles all the practice's back office needs and interfaces with our compliance to ensure that our practice is operationally efficient.
Julie has been in the insurance and financial services business for over 15 years. She received her Masters in Social Work from Boston University and spent the early part of her career practicing as a licensed social worker. Julie is actively involved in the Warwick community and she and Chris have three children.
Job Titles:
- Client Operations / Administrative Assistant
- Member of the Team
Krista started working with Chris Beaulieu in March 2021. Krista is a dedicated member of the team and safeguards the smooth operation of the business. Her role as Client Relationship Manager is to skillfully manage administrative duties and client relations providing friendly and efficient client service transactions.
Before starting with Chris, she was with Independence Financial Partners. She started with the company as the Front Office Secretary and worked her way to become the Firm Administrator.
She began her career in the insurance industry working for MetLife in 2001. Since that time, she has gained valuable insight and knowledge in the profession working with various general agencies and insurance companies.
She is licensed in Rhode Island and Massachusetts for Life Insurance, Property and Casualty and is also a Notary Public.
Outside of work, Krista enjoys spending time with her husband Jim and two boys, JP and Bryan. She has a love for animals and is a big fan of the Patriots, Red Sox and Bruins.