Our Team

How We Work

How We Work

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.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Jared Tishler

Jared Tishler

Wealth Management Advisor

jtishler@baystatefinancial.com

Growing up in Natick, MA, I was immersed in a world where financial literacy was not a common conversation. My journey into financial advising began from a place of personal experience and a desire to make a meaningful impact. Watching...

Read more

Abigale Shields

Abigale Shields

VP of Advice and Strategy

Abigale Shields began her career with Baystate Financial in 2011 as a Sales Support Consultant on the Sales Desk and transitioned to the Financial Planning Department in late 2012. As Baystate’s Director of Financial Planning, Abigale...

Read more

Alan Roycroft

Alan Roycroft

Senior Vice President—Investments

As the Head of the Investment Department, Alan R. Roycroft is responsible for helping advisors and sales managers meet client investment goals and objectives. Before joining Baystate Financial, Alan was a Director of National Sales for...

Read more

Ben Weiss

Ben Weiss

Sales Associate

Bob Piatelli

Bob Piatelli

Director—Life Products

Robert (Bob) Piatelli is the Director of Life Insurance Sales and Marketing. He began his career at Baystate Financial in 1975 before leaving to work at New England Financial in Product Design and Development. After a few years Bob...

Read more

Eli Hopkins

Eli Hopkins

Financial Planning Training Director

Herb Daroff

Herb Daroff, J.D.*, CFP®, AEP®

Director of Estate & Business Planning

Herbert K. Daroff has been with Baystate Financial since 1996. He sees himself as a professional problem solver, educated as an engineer and attorney, and practicing as a Certified Financial Planner™ professional. Herb earned a B.S. in...

Read more

Jason Bordeau

Jason Bordeau, CLU, ChFC

Agency Director—Advanced Markets

As Director of Advanced Markets with Baystate Financial, Jason M. Bourdeau works with high-net-worth families and closely held businesses in the areas of estate, charitable, business succession, and executive benefit planning. Clients...

Read more

Josh Richardson

Josh Richardson

Client Services

jrichardson@baystatefinancial.com

Mark McManus

Mark McManus

Senior Vice President

Mark McManus has been working in the financial services industry since 1993 and is currently a Senior Vice President with Baystate Financial. In 2014, his passion for distribution planning led him to develop a proprietary retirement...

Read more