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
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