Planning Is My Passion.
As a fourth-generation Financial Advisor, I know how daunting financial decisions can be. A financial plan is more than a series of decisions about money, though—it is a conversation about how these decisions feel and how they will impact your life in the long run.
Let me take the stress of planning off your plate so you can focus on what drives you.
My Approach
It's more than financial services. Learn how I partner with my clients to reach their goals.
About Me
Understanding, passion and accountability—get to know me and what drives my work.
My Services
See how I help my clients with holistic financial planning, investments and insurance solutions.
At Baystate Financial, everything we do is thoughtfully designed around our three core principles: guidance, insight, and results. As your valued resource in financial planning, we are by your side throughout your journey, helping you to achieve the life you envision. For over a century, Baystate Financial has thoughtfully guided generations of clients along their own path to financial security and helped them to protect what matters most. We pride ourselves on our robust financial planning services, our full range of investment management tools, and our variety of risk management strategies to help our clients make informed decisions and reach their goals.