LIFE ASSURING STRATEGIES - Key Persons

Job Titles:

• Director of Financial Planning

Abigale began her career in 2011 with Baystate Financial as a sales support consultant on the Sales Desk and transitioned to the Financial Planning Department in late 2012. As Baystate's Director of Financial Planning, Abigale is responsible for the development and growth of the firm's financial planning department. In addition to her role as the Director of Financial Planning, Abigale also manages the firm's financial planning and Personal Financial View software.

Job Titles:

• Senior Vice President - Investments

As the Head of the Investment Department, 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 Group where he specialized in helping advisors develop the techniques and skills to become the best in the business, and arm them with a wide array of business-building solutions and strategies to solve specific client problems. Alan has 20 years of professional sales and management experience that began in asset management, and has culminated for the last 18 years with a variety of sales and marketing roles in the development and management of the Broker-Dealer at MetLife. Alan holds a Bachelor of Art degree from Salve Regina University, and holds his Series 7 and 24 registrations. He was born and raised in the Boston area, and during his free time enjoys skiing, golfing and following the financial markets. Alan lives in Westwood with his wife Maureen and his three children, Sarah, Katie and Jack.

Job Titles:

• Financial Planning Assistant

Job Titles:

• Financial Planner, Investment Advisor Representative

Chris is highly trained and licensed to provide financial products and services to his clients. 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, Chris uses a team approach and draws upon a wealth of knowledge from the company specialists to custom-designed financial strategies for his clients. Chris holds a Bachelor of Science degree in Business Management from Babson College. Chris holds a license for life and health insurance, along with his Series 6, 7, 63 and 65 securities registrations. He lives in Portland with his wife and young son.

Job Titles:

• Investment Advisor
• Officer
• Representative
• Baystate Financial Representative

As a Baystate Financial representative, David MacDonald'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, David is able to utilize the team approach and draw upon wealth of knowledge of his associates to create custom designed financial strategies for his clients. David holds a bachelor's degree in engineering from the United State Naval Academy and a master's degree in financial management from the Naval Postgraduate School. In addition, he received a certificate in financial planning from Bryant University. David is a retired naval officer. During his military career he served on cruisers, destroyers and aircraft carriers. Additionally, he assisted military leaders in retirement and compensation matters for military personnel. David is an active member of the community serving as Rhode Island Federation President and chapter President for the National Association of Retired Federal Employees. In his spare time, he coaches Little League Baseball and youth basketball in Portsmouth, Rhode Island. He has also volunteered for Special Olympics to honor the memory of his late sister Jessica, a Special Olympics Hall of Fame member.

Herb has been with Baystate Financial since 1996. He sees himself as a professional problem solver, educated as an engineer and attorney, and practicing as a Certified Financial PlannerTM professional. Herb has been with Baystate...

Job Titles:

• Agency Director - Advanced Markets
• Director of Advanced Markets With Baystate

As Director of Advanced Markets with Baystate, Jason works with high net worth families and closely held businesses in the areas of estate, charitable, business succession, and executive benefit planning. Our clients appreciate his ability to simplify complex planning strategies into creative but straight forward solutions to their most pressing financial challenges. Jason joined Baystate in 2018, bringing 23 years of insurance and financial services industry experience. Prior to Baystate, he held positions with several major insurance carriers, primarily focused on advanced planning strategies such as: premium financing, private and business split dollar planning, non-qualified deferred compensation, executive bonus plans, and buy/sell planning. Jason has earned CLU and ChFC designations from The American College of Financial Services and holds FINRA Series 6, 7, 66 securities registrations as well as state insurance licenses. Jason graduated from Westfield State University with a Bachelor of Science in Criminal Justice. He currently resides in Suffield, CT with his wife Melissa and two daughters.

Job Titles:

• Financial Planner, Financial Services Representative

Mike is a long time resident of Barrington, RI where he lives with his wife Barbara. Mike enjoyed coaching multiple sports teams while raising his three children. Over the years, Mike has demonstrated his willingness to lend his leadership skills to numerous community service organizations.

Job Titles:

• Financial Planner, Investment Advisor Representative

As a Financial Advisor, Rob Larochelle'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, Rob is able to utilize the team approach and draw upon a wealth of knowledge of his associates to create custom designed financial strategies for his clients. Rob holds FINRA Series 7 and Series 66 registrations, as well as being Life, Accident & Health Licensed. He holds an MBA from Southern New Hampshire University and a bachelor's degree in Business Administration with a concentration in Financial Services from Bryant University. Rob resides in Windham, Maine with his wife, son, dog and cat. He is an active member of BNI and Sebago Lake Chamber of Commerce. During his free time, Rob is an avid outdoorsman, he can be found on big Sebago, fishing or spending time at the family cabin near Moosehead lake.