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Our Firm

Clients who know the team at Financial Advisory Network know a few key things about us.

We don’t take our responsibility of managing your hard-earned assets lightly. Relationships are everything at our firm and we treat each one with the care they deserve.

Our work ethic, transparency, and dedication to success shine through in our client interactions and professional work. Contact us today to start working with our Financial Advisory Network professionals.


Associates

Kenneth Heiser, ChFC®, CASL®

Managing Director

(203) 222-2950

(203) 222-2978

kheiser@baystatefinancial.com

Kenneth Heiser has over 25 years of experience providing investment management and financial planning. His focus is on assisting clients find solutions in the areas of: Investment Management Financial Planning Trust and Estate...

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Jessica Murphy

Director of Operations & Marketing

(203) 222-2958

(203) 222-2978

jmurphy@baystatefinancial.com

As our Director of Operations and Marketing, Jessica tackles many of our internal and external tasks, including overseeing all aspects of client relations, operations, and marketing development. Both new and existing clients have...

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John Ahern, CFP®

Financial Services Representative

(203) 222-2964

(203) 222-2978

jahern1@baystatefinancial.com

John joined Financial Advisory Network, LLC in 2009. He is a Certified Financial Planner TM and works closely with his clients throughout the Financial Planning process to develop, implement and monitor customized financial planning...

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Emiley Hoer

Client Relationship Manager

(203) 222-2946

emiley.hoer@baystatefinancial.com

Emiley is our Client Relationship Manager and in this role, she processes new business, handles service requests for investment and insurance clients, and schedules meetings and calls with clients. A self-proclaimed perfectionist,...

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Baystate - Financial Planning

Abigale Magruder

Financial Planning Field Consultant

(203) 222-2950

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...

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Lori Hutchinson

PFV Onboarding Specialist

(781) 876-4119

Jennifer Shea, J.D.*, MBA

Financial Planning Director

(203) 222-2950

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...

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Baystate - Investments

Andy Mai

Registered Representative

(203) 222-2950

Alan Roycroft

Agency Director- Investments

(203) 222-2950

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...

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Baystate - Annuities

Team Resources

Roy Abramson, CPA

Abramson & Company**

(203) 852-1099

**Not affiliated with MML Investors Services, LLC or Financial Advisory Network, LLC.

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Steven Fichtenbaum, JD, LLM, CLU®, CFP®

Attorney

**Not affiliated with MML Investors Services, LLC or Financial Advisory Network, LLC.

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