Our Team
John Gautreaux, ChFC® - Partner
John has been an active part of the local and business community for over 30 years. A Rhode Island Native, John's experience also includes a long career in business banking.
John is proud to have built a diversified financial services practice spanning more than twenty years. With the resources of Independence Financial Partners, John provides Personalized Financial Services and Employee Benefits Consulting to his client, business owners, and their valued employees. As an independent professional, John works with most of the leading investment and insurance brands to provide you access to the best resources in the industry.
In 2013, John earned his Chartered Financial Consultant (ChFC®) designation from The American College. This accredited designation allows John to provide advanced financial planning for every person, and every need. The ChFC is comprised of nine college-level courses that address all aspects of financial planning.
John resides in Westerly with his fiance Trish and has two children Adam and Emily.
Kelly Terry - Client Care Partner
Kelly joined our team in 2017 bringing many years of industry experience to our firm and we are grateful to have her on our team. Kelly lives in Warwick with her husband Bill and their two rescue animals.
*Not registered with Osaic
Al Cumplido, CFA
Al has been affiliated with our office for over 15 years. As Head of Investment Strategy, Al works closely with top advisors to help define, shape, and execute the firms overall investment based objectives. Al assists advisors with investment analysis, global macro research, and risk management strategy. Al also chairs the IFP Investment Advisors Board, which brings together various PhD's, CFA charterholders, Portfolio Managers, and other high level investment talent from across the country to discuss investment outlooks and current events, as well as stress test internally produced investment research.
Marcin Krolikowski, PhD, CFA
Assistant Director of Investment Strategy. Associate Professor of Finance - Providence College. President - CFA Society Providence Al and Marcin work closely together to provide our clients with the best porftolio strategies.
Other Unaffiliated Resources*
Not pictured is Bill Rambo, President of RamboPlus Associates. Bill and his team provide us with high level practice development services. Bill has assisted us in continuing to focus on the needs of our valued clients and forming best practices to ensure a high level of client satisfaction.
*services offered independent of Osaic