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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
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, CFP®
Disability Income Insurance
Edwin U. Bleiler
Employee/Group Benefits
Mark R. McManus
Annuities
Long Term Care Insurance
John F. Raycroft
Special Needs Planning
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