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A Tradition of Excellence

Since its founding in 1901, Baystate Financial has provided comprehensive financial services including: life, disability and long-term care insurance, estate and retirement planning, education funding strategies, and investment management to a diverse client base. More than a century of providing guidance has made Baystate one of the oldest and largest wealth management firms in New England, with over 350 advisors and 250 support associates, all of whom contribute to building financial plans for a wide variety of individuals and families.

To learn more, take a moment to review the Baystate Corporate Brochure.


You’re always at the head of your planning team. My job is to make sure you have all the needed resources available to you. While I remain the primary contact for my clients, Baystate Financial has a team of professionals who are highly respected in the industry and who are available to assist us in designing and implementing strategies that can help you achieve your financial objectives.

See our team of professionals below or click here for a PDF.

Professional Resources

Herbert  Daroff

Herbert K. Daroff, JD*, CFP®

Agency Director / Estate & Business Planning Focus

Lori Hutchinson

Lori Hutchinson

Financial Planning Field Consultant

Abigale Magruder

Abigale Magruder

Sales Support Consultant II / Financial Planning Team Member

Mark McManus

Mark McManus

Annuities and Long Term Care Specialist

Jennifer Shea

Jennifer Shea, JD*, MBA

Financial Planning Director

Rick Petrucci, Jr.

Rick Petrucci, Jr., JD*, CPA*, CFP®

Estate and Business Planning

Alan Roycroft

Alan Roycroft

SVP - Investments

Sybil Durgin

Sybil Durgin, CFP®

Financial Planning Director