Broker Check

Who We Are

Extended Team of Baystate Financial Resources

To help ensure that we are optimizing our clients' financial objectives, we work with a team of professionals who collaborate and share expertise on a wide range of financial issues. As a result, we can develop a truly customized and comprehensive strategy focused around your unique situation and priorities.

Estate and Tax Planning Specialists

Herbert Daroff

Herbert K. Daroff, JD*, CFP®

Agency Director - Estate & Business Planning

Jennifer Shea

Jennifer Shea, JD*, MBA

Agency Director - Financial Planning & Advanced Markets

Richard Petrucci

Richard J. Petrucci Jr., JD, CPA, CFP®

Agency Director - Advanced Markets