Meet the Team

At our firm, 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.

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.

Kenneth Heiser, ChFC®, CASL®

Managing Director

(203) 222-2950

(203) 285-3214

kheiser@baystatefinancial.com

Jessica Murphy

Director of Operations & Marketing

(203) 222-2958

(203) 285-3214

jmurphy@baystatefinancial.com

Emiley Hoer

Client Relationship Manager

(203) 222-2946

(203) 285-3214

emiley.hoer@baystatefinancial.com

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...

Bryan Morrell

Extended Team of Baystate Resources - Executive Vice President

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...

Michael Aruta

Extended Team of Baystate Resources - PFV Planning Specialist

(617) 585-4569

maruta@baystatefinancial.com

Team Resources

Andy Mai, CFA

Analyst - Baystate Wealth Management

Andy Mai is an employee of BWM (Baystate Wealth Management*) and is an independent analyst for Financial Advisory Network. Learn more about Andy Mai *Baystate Wealth Management LLC is a separate entity not affiliated with Financial...

Ray Abramson, CPA

Abramson & Company**

(203) 852-1099

**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.

Contact Us