Baystate Financial Specialists


At Baystate, a large number of highly talented people have been assembled so that Jerry can draw on their expertise for wide-ranging client needs. On a daily basis, a core team of professionals are dedicated to ongoing client service. Their shared goal is to work together to anticipate and respond to needs and questions in a timely and informative manner.

Client Service Manager


Michelle Ducharme

Direct: 617.585.4555  |  Email:





Financial Planning


Abigale Sheilds

Director of Financial Planning, PFV




Estate & Business Planning



Herb Daroff, JD**, CFP®

Director of Estate and Business Planning





Insurance Products

Life and Disability


Robert Piatelli,

Director of Life Insurance Products




Long Term Care and Annuities


Mark McManus, 

Senior Vice President




Strategic Alliance

Group Benefits, provided by Eastern Benefits

Scott MacKilligan*

Kathy Jalbert

Deb Hoffman


*Scott MacKilligan, Kathy Jalbert, and Deb Hoffman are employees of Eastern Benefits, a non-affiliate third party group benefits provider. Eastern Benefits is not an affiliate of MML Investors Services, LLC.

Products and services offered by unaffiliated insurers are not guaranteed, endorsed or recommended by MML Investors Services, LLC.

**Licensed not practicing.