Baystate Financial

Celebrating the dads who show up, support, and lead with care, both at home and in the communities we serve. Happy Father’s Day from all of us at Baystate Financial.

A beautiful afternoon, an incredible team, and memories we'll carry all year long. Our Associate Summer BBQ at Brae Burn Country Club was a true celebration of the people who make Baystate so special. Golf simulators, live music from T's Keys, great food, and even better company. Until next year!

Summer bucket list: beach reads, long weekends, and a mid-year financial check-in. It's the perfect time to pause, review your progress, and make sure you're still on track toward your long-term goals. What's on your summer checklist this year?

We’re proud to welcome Michael DM Yoffee to Baystate Financial as Managing Director of our East Providence, RI office.

Michael brings 17 years of experience in the financial services industry, beginning his career with New York Life in Las Vegas, where he advanced from advisor to Partner in just 18 months. He later held leadership positions with MassMutual and Principal Financial Group, building a strong track record of developing advisors, driving growth, and leading high-performing teams.

In addition to overseeing recruiting, training, development, and production initiatives, Michael will continue leading his successful financial planning practice. With extensive industry knowledge and a passion for advisor development, he brings the leadership and experience needed to help drive the continued success of our East Providence office.

Please join us in welcoming Michael, we’re thrilled to have him on the team!

We’re proud to recognize several Baystate advisors who were recently honored with the MassMutual Community Service Award!

Congratulations to gold recipient Brian J. Waddell, CFP®, RICP®, CEPA®, AIF® for his support of MAKE A WISH FOUNDATION CHARITY of CT, as well as silver recipients Jason Sebell for Read to a Child, Keith Wolff, CFP®, CLU® for Hartford Youth Scholars, and Greg Meahl for Glen Urquhart School.

As part of the program, MassMutual provides a $10,000 grant to the charity of choice for gold recipients and $5,000 grants for silver recipients, helping extend the impact these organizations make in their communities. We’re grateful to have advisors who continue to make a difference both in their practices and beyond. Congratulations to this year’s recipients, and thank you for representing Baystate so well!

Sometimes the most meaningful team moments happen outside the office.

Last night, members of our Baystate team visited The Boston House: Hope and Healing for Children with Cancer, where we prepared and served dinner for families staying close to their children receiving cancer treatment at Dana-Farber Cancer Institute and Boston Children's Hospital.

A warm, home-cooked meal may seem like a small thing, but for families navigating one of life's hardest journeys, it can offer nutrition, a sense of normalcy, and a quiet reminder that their community is behind them. We left with a deeper appreciation for the incredible work The Boston House does every single day!

🔗 Learn more: thebostonhouse.org

Giving back feels good. A group of Baystate volunteers headed to the The Y of Greater Boston Community Food Access Club to help pack and distribute critical food supplies to families in need, because every family deserves a sense of stability.

This event was made possible through our partnership with MassMutual as part of , a company-wide initiative dedicated to strengthening the communities we call home.

A huge thank you to everyone who showed up and made a difference!

Another legendary day at Fenway Park! The 2026 Baystate Financial vs. Commonwealth Financial Group Softball Game brought great competition, plenty of laughs, and an unforgettable time with an amazing group of people. Here's to the friendships built between the bases and the memories that last long after the final out. A huge thank you to our friends at MassMutual for making it all possible. Already counting down to next year!

Ciao from Sorrento! Baystate’s top advisors and their guests recently traveled to the stunning Amalfi Coast for the 2026 Blue Chip Council Conference. From breathtaking views and charming cobblestone streets to unforgettable dinners under the Italian sky, the trip was a celebration of the advisors whose dedication, leadership, and impact continue to drive excellence across the firm. Here’s a glimpse into an incredible few days together!