Our Team

Patrick McCormick

Financial Planner

(978) 945-6100

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

978-615-4617

978-945-6100

kleahy@baystatefinancial.com

A Cape Cod native, Kory graduated from the Isenberg School of Business at UMASS Amherst with a BS in Marketing. She has gained Invaluable insights into improving operations, managing a client’s investment and retirement...

Brian Bossman, CFP

Financial Planning Consultant

Brian began his career in 2012 with Baystate Financial as a paraplanner on the Financial Planning team. Now as a Financial Planning consultant, Brian is responsible for overseeing the financial plan development process ensuring that...

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...

Baystate Financial Corporate Offices

617-585-4500

About Baystate Financial Baystate Financial serves as a key cornerstone to Patrick’s business. Since its founding in 1901, Baystate provides comprehensive financial services, estate planning, business succession planning,...