TIM - Key Persons
Job Titles:
- Director 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.
Her role includes:
Developing and facilitating training for existing advisors to become approved Financial Planners.
Facilitating continuing education for existing Baystate Financial Planners.
Auditing & approving financial plans for planners to deliver to clients.
Training the firm's financial advisors to utilize the financial planning software for both client aggregation and financial planning projections.
Abigale graduated from Wheaton College in 2011 with a bachelor's degree in Economics and holds her Series 106, 6, 63 & 7 licenses.
Alan Roycroft - Chief Investment Officer
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 Licenses. 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:
- Personal Marketing Assistant
Since 2008, Bonnie has been helping families create plans to protect their financial and emotional well-being. It was through personal experience that set her on her journey to be an avid learner of Medicare planning, estate planning, and property & casualty planning; all aspects that in a moment can affect any goals that families have for the future. As Personal Marketing Assistant, she brings a wealth of knowledge to oversee all aspects of client relations from onboarding to servicing existing clients. Bonnie maintains her series 6, 7, and 63 securities registrations as well as her Life, Accident & Health licenses.
Bonnie resides in Weymouth, Massachusetts with her family. She enjoys watching her children become successful individuals and "Treasure Life" as it comes.
Karen joined Curran Financial Group, LLC in 2010 and has 30 years of experience in the financial service industry. As the Director of Operations, Karen oversees all aspects of client relations. She handles the onboarding of new clients as well as servicing existing clients.
Karen graduated from the University of Rhode Island with a degree in Business Management.
Job Titles:
- Financial Advisor, Baystate Financial
As a Financial Advisor, Sheri's mission is to assist individuals, families and business owners in defining their financial goals and achieving financial freedom. She is trained and licensed to provide financial solutions to her clients and prospects. Her goal is to become a lifelong resource to her clients, and she is dedicated to assisting them through the various stages of their financial lives. At Baystate Financial, Sheri is able to utilize the team approach and draw upon the wealth of knowledge of his associates to create custom-designed financial strategies for his clients.
Sheri has 12 years of investment advisory experience. She is currently enrolled in Bryant College's CFP program. Sheri has been a member of the Million Dollar Round Table and has had multiple awards given to her throughout her career.