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

Jennifer Shea, JD**, MBA, CFP®, CRPC®

            Director of Estate and Business Planning

Herb Daroff, JD**, CFP®

Director of Estate and Business Planning

Rick Petrucci, JD**, CFP®, CPA®

Director of Advanced Markets

Investment Services

401(k) and Retirement Plans

Steve Cunha, CFP®, CLU®, CLTC

Retirement Plan Coordinator

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*

Tony Macsata*

Sheila Daly*

Joe O'Day*

Nick Popovich*

*Scott MacKilligan, Tony Macsata, Shelia Daly, Joe O'Day and Nick Popovich 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.