Our Specialists

planner with couple
















Baystate has a team of professionals who are among the most highly respected in the industry. These individuals are available as a resource to work with you and your advisors to design and implement programs that are right for you.  Baystate has the experience you need to develop a solid plan.


Herbert K. Daroff, J.D., CFP®

Richard J. Petrucci Jr. J.D., CPA, CFP®                                                                                    
Estate & Business Planning


David A. Schuster, J.D.

Laurie K. Burkhardt, CFP®

Financial Planning


Greg J. Pinto, MBA, CLU®, ChFC®,  CFP®

Anthony J. Leonardo, CLU® , ChFC®
                                                                                       Investment Management


Robert M. Piatelli

Life Insurance                                                                        


Steven M. Cunha, CFP®, CLU®

Retirement Planning


Jerald P. Facey

Disability Income Insurance


Edwin U. Bleiler                                                                                                                           Employee/Group Benefits       


Mark R. McManus

Annuities                                                                                                                                                     


Jim Poole

Long Term Care Insurance