Our Team
Patrick McCormick
Financial Planner
(978) 945-6100
pmccormick@baystatefinancial.com
Patrick’s years of experience allow him to understand the importance of helping an individual navigate multiple options to make thoughtful, optimal financial decisions. As the principal of his financial planning practice, Patrick...
Kory Leahy
Client Service Manager
978-945-6100
Baystate Financial Resources
Eli Hopkins
Case Consultant - Baystate Financial
ehopkins@baystatefinancial.com
Eli graduated from the University of Delaware Alfred Lerner College of Business & Economics in 2021 with a double major in Finance and Financial Planning and a certificate in entrepreneurship. Eli immediately entered the...
Herbert K. Daroff, JD*, CFP®
Agency Director - Estate & Business Planning Focus
Herbert K. Daroff, JD*, CFP® Agency Director - Estate & Business Planning Focus Herb is an attorney by education and very proud to be a financial representative by profession. He focuses on Estate and Business Strategies for...