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...

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...

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,...