How We Work

As a private wealth advisor, Joe’s mission is to assist individuals, families and business owners in defining their financial goals and achieving financial freedom. He is trained and licensed to provide financial solutions to his clients and prospects. His goal is to become a lifelong resource to his clients, and he is dedicated to assisting them through the various stages of their financial lives. At Baystate Financial, Joe is able to utilize the team approach and draw upon the wealth of knowledge of his associates to create custom designed financial strategies for his clients.

Joe holds a business and finance degree from Gordon College. He has 20 years of investment advisory experience, and is a CERTIFIED FINANCIAL PLANNER™, professional.

Joe lives in Manchester-by-the-Sea, MA, with his daughters Seraphina, Dahlia and Aurora. Combining his passions for the arts and community outreach, Joe serves on committees for the Peabody Essex Museum and is an avid supporter of HOPE International, a micro finance and savings organization that helps individuals in developing nations rise out of poverty. During his free time, you can find Joe on the links, the slopes, or the tennis court!

Herb is an attorney by education and very proud to be a financial services representative by profession. He works in Estate and Business Planning for Baystate Financial in Boston where he provides custom case design. He has been...

As the Agency Director - Investments, 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...

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 financial...