Our Team

John Gautreaux, ChFC®Partner

John has been an active part of the local and business community for 29 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 the last sixteen years. With the resources of Independence Financial Partners, John now provides Personalized Financial Services and Employee Benefits Consulting to his personal clients, business owners, and their valued employees. As an independent professional, John can work with most of the leading investment and insurance brands to provide you access to the best resources in the industry.
    
John is an eleven year member of the Million Dollar Round Table, representing the top insurance and financial service professionals worldwide.  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 is very active in the local business community and currently is a Board Member of the Central RI Chamber of Commerce.  John resides in S. Kingstown with his two children Adam and Emily.


Kelly Terry - Client Care Partner

Kelly joined our team in 2017 to continue providing the same level of client care that you have been accustomed to (she replaced Gail Trapp who retired after 10 years of dedicated service). Kelly brings 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 three rescue animals. 

 


 

 

 

 


Other Unaffiliated Resources*

Not pictured but much valued is the support we received from Diane Pesaturo of Exceeda Consulting, Inc.  Diane's consulting support has helped our team become more streamlined and efficient; affording us the quality time we enjoy most with our valued clients.

Also 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 John Hancock Financial Network and Signator Investors Inc.