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Meet the Team

At Baystate Financial, we have the client—and only the client—in mind.

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

At our firm, we have the client—and only the client—in mind.

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Financial Advisor

Stephen Shaw

Financial Advisor

(781) 876-4169

I provide total financial needs analysis through a network of experienced professionals with detailed knowledge in: retirement planning, estate strategies, employee benefit and retention services, business continuation strategies, and...

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Extended Baystate Financial Specialists

Alan Roycroft

Alan Roycroft

Agency Director - Investments

Herbert  K. Daroff, JD*, CFP®

Herbert K. Daroff, JD*, CFP®

Agency Director - Estate & Buisness Planning

Robert  Piatelli

Robert Piatelli

Life Products Director

Abigale Shields

Abigale Shields

Agency Director - Financial Planning

Conor  Coogan

Conor Coogan

Case Consultant

*Licensed but not practicing on behalf of MML Investors Services, LLC.

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.