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.
Extended Team of Baystate Resources
Abigale Shields
Extended Team of Baystate Resources - Director of Financial Planning
amagruder@baystatefinancial.com
Abigale began her career in 2011 with Baystate Financial on the Sales Desk as a sales support consultant and transitioned to the Financial Planning Department in late 2012. Abigale is responsible for managing the firm’s...
Alan Roycroft
Extended Team of Baystate Resources - Senior Vice President - Investments
Alan is responsible for helping advisors and sales managers meet client investment goals and objectives. Before joining Baystate, Alan was a Director of National Sales for the MetLife Broker-Dealer Group where he specialized in...
Jennifer Shea, J.D.*, MBA
Extended Team of Baystate Resources - Agency Director Advanced Markets
Jennifer Shea is an Attorney by education and heads up the Estate and Business Planning department at Baystate Financial. In this role, Jennifer partners with Financial Advisors to provide subject matter expertise to help identify and...
Team Resources
Andy Mai, CFA
Analyst - Baystate Wealth Management
Ray Abramson, CPA
Abramson & Company**
**Not affiliated with MML Investors Services, LLC or Financial Advisory Network, LLC. Neither MassMutual nor MML Investors Services LLC are accounting firms.
Steven Fichtenbaum, JD, LLM, CLU®, CFP®
Attorney
**Not affiliated with MML Investors Services, LLC or Financial Advisory Network, LLC. Neither MassMutual nor MML Investors Services LLC are accounting firms.
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.