Meet Our Team

As Director of Advanced Markets with Baystate, Jason works with high net worth families and closely held businesses in the areas of estate, charitable, business succession, and executive benefit planning. Our clients appreciate his...

Herb has been with Baystate Financial since 1996. He sees himself as a professional problem solver, educated as an engineer and attorney, and practicing as a Certified Financial PlannerTM professional. Herb has been with Baystate...

As the Head of the Investment Department, Alan is responsible for helping advisors and sales managers meet client investment goals and objectives. Before joining Baystate, Alan was a Director of National Sales for the MetLife...

Abigale began her career in 2011 with Baystate Financial as a sales support consultant on the Sales Desk and transitioned to the Financial Planning Department in late 2012. As Baystate’s Director of Financial Planning, Abigale is...