Affiliated Specialists - Baystate Financial
Jason M. Bourdeau, CLU®, ChFC®, Agency Director—Advanced Markets
Jason works with high net worth families and businesses in the areas of estate, charitable giving, business succession, and executive benefit planning.
Clients appreciate his ability to simplify complex planning strategies into creative, straightforward solutions to their most pressing financial challenges.
Herbert K. Daroff, J.D.*, CFP®, AEP®, Director of Estate & Business Planning
Herb is a Certified Financial Planner™ with a J.D.* from Temple University School of Law.
His primary expertise is in multi-generational tax planning and multi-generational creditor protection. His creativity, experience, and resourcefulness enable him to work very well with the public and their professional advisory teams to implement solutions responsive to each client’s financial objectives.
Elizabeth Meyer, J.D.*, Estate Planning Attorney
Liz is an Estate Planning Attorney with a J.D.* from Suffolk University Law School.
She partners with our advisors and clients to seamlessly integrate estate planning into comprehensive financial plans. Liz adeptly aligns estate strategies with income tax planning, insurance, philanthropy, business succession, and efficient wealth transfer in support of each client’s longterm goals.
Abigale Shields, Director of Financial Planning
Abigale is a Certified Exit Planning Advisor® who holds FINRA Series 6, 63 and 7 registrations.
Abigale is an advocate of holistic planning, which considers the client’s overall goals and current situation to provide the best possible advice and guidance for their future.
*Not practicing on behalf of MML Investors Services, LLC or its affiliates
