Our Team

Please contact us for a personal consultation with one of our local financial professionals in Rhode Island , Connecticut and Massachusetts.

Independence Financial Partners has more than 60 financial professionals that focus on specific areas to serve the unique needs and concerns of each client, at every stage of life.

Our Team Directory


Select Alphabetically

  • Contact-image
  • Christopher A. Beaulieu, ChFC®
    Beaulieu Wealth Management
  • 401-691-4128
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  • Warwick
  • RI
  • MORE
  • Contact-image
  • Gregory J. Beaulieu
    Beaulieu Wealth Management
  • 401-691-4114
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  • Warwick
  • RI
  • MORE
  • Contact-image
  • James J. Beaulieu, JD
    Beaulieu Wealth Management
  • 401-691-4148
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  • Warwick
  • RI
  • MORE
  • Contact-image
  • Kevin J. Beaulieu, ChFC©, AIF®
    Managing Partner
  • 401-691-4112
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  • Warwick
  • RI
  • MORE
  • Contact-image
  • Richard P. Beaulieu, Jr., CLU®, ChFC®, AIF®
    Managing Partner
  • 401-691-4131
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  • 401-691-4132
  • Warwick
  • RI
  • MORE
  • Contact-image
  • Al Cumplido
    Director of Investment Research
  • 401-691-4179
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  • Warwick
  • RI
  • MORE
  • Contact-image
  • Donald Dunwoody
    Registered Representative
  • 401-691-4126
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  • Warwick
  • RI
  • MORE
  • Contact-image
  • Patrick O. Egolum, CLU®, ChFC®, CLTC®, MBA
    Senior Associate
  • 860-578-1167
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  • Rocky Hill
  • CT
  • MORE
  • Contact-image
  • Armand J. Fisher
    Financial Advisor
  • 860-578-1151
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  • Rocky Hill
  • CT
  • MORE
  • Contact-image
  • John M. Gautreaux, ChFC®
    Partner
  • 401-691-4138
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  • 401-640-1523
  • Warwick
  • RI
  • MORE
  • Contact-image
  • Karl W. Green
    Registered Representative
  • 401-691-4121
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  • Warwrick
  • RI
  • MORE
  • Contact-image
  • Michael J. Harrington, Jr., ChFC®
    Investment Advisor Representative
  • 401-691-4149
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  • Warwick
  • RI
  • MORE
  • Contact-image
  • Donald W. Jones
    Registered Representative
  • 401-691-4136
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  • Warwick
  • RI
  • MORE
  • Contact-image
  • Andrew A. Liss, RFC
    Investment Advisor Representative
  • 401-691-4116
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  • Warwick
  • RI
  • MORE
  • Contact-image
  • Charles J. Mahoney, ChFC®
    Investment Advisor Representative
  • 401-691-4176
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  • Warwick
  • RI
  • MORE
  • Contact-image
  • Rulla Nehme, CFP®, ChFC®, CASL®
    Partner
  • 401-691-4145
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  • 866-691-4145 (toll free)
  • Warwick
  • RI
  • MORE
  • Contact-image
  • Walter J. Nencka
    Investment Advisor Representative
  • 401-691-4160
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  • 401-256-2795
  • Warwick
  • RI
  • MORE
  • Contact-image
  • Karen Surman Paley, PhD
    Registered Representative
  • 401-691-4165
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  • 401-714-3569
  • Warwick
  • RI
  • MORE
  • Contact-image
  • Wayne Penn
    Financial Representative
  • 401-691-4163
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  • 401-524-2744
  • Warwick
  • RI
  • MORE
  • Contact-image
  • Randal S. Poirier, ChFC®
    Financial Planner, Partner
  • 401-635-8700
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  • Little Compton
  • RI
  • MORE
  • Contact-image
  • Jeffrey Ratner, MBA
    Financial Advisor
  • 860-578-1117
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  • Rocky Hill
  • CT
  • MORE
  • Contact-image
  • Nathaniel Vinson
    Registered Representative
  • 800-226-0200 x1140 (Toll Free)
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  • Rocky Hill
  • CT
  • MORE
  • Contact-image
  • C. Martin Warburton, CLU®, ChFC®
    Senior Associate
  • 401-691-4139
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  • Warwick
  • RI
  • MORE

100+ Years of Experience
Established in 1909, Independence Financial Partners' history is a testament to our dedication to our clients. Today, our full service firm serves Southern New England from its main offices in Warwick, Rhode Island and Rocky Hill, Connecticut.

About Us
Independence Financial Partners has been helping individuals, families and businesses achieve their financial goals for over 100 years.

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We strive to help clients grow and protect their investments and businesses
through genuine partnership and deep expertise.

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866-691-4100

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935 Jefferson Blvd
Suite 2000
          Warwick, RI 02886

100 Corporate Place
Suite 210
          Rocky Hill, CT 06067