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Our Team

Our team approach adds perspective to all we do and provides increased benefits to our clients.

While you’ll work directly with Hank, behind the scenes you’re supported by a broader team at Baystate Financial. This includes specialists in tax strategy, estate and legacy planning, investments, and retirement planning who collaborate to bring deeper insight and coordination to your plan.

This team-based approach ensures your financial strategy is not built in isolation, but with input from experienced professionals across each key area of your financial life.

Hank Vincent

Hank Vincent, CFP®

Wealth Management Advisor

603-306-6053

hvincent@baystatefinancial.com

Hank Vincent, CFP®, is a Wealth Management Advisor with Baystate Financial. He specializes in tax-efficient planning for attorneys and high-achieving professionals, supported by a team of specialists.

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Eli Hopkins

Eli Hopkins, CFP®

Director of Financial Planning

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 financial...
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Abigale Shields

Abigale Shields, CEPA®

Vice President, Advice & Strategy

Abigale Shields began her career with Baystate Financial in 2011 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...
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Alan Roycroft

Alan Roycroft

Senior Vice President—Investments

As the Head of the Investment Department, Alan R. Roycroft is responsible for helping advisors and sales managers meet client investment goals and objectives.Before joining Baystate Financial, Alan was a Director of National Sales for...
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Mark McManus

Mark R. McManus

Senior Vice President

Mark McManus has been working in the financial services industry since 1993 and is currently a Senior Vice President with Baystate Financial. In 2014, his passion for distribution planning led him to develop a proprietary retirement...
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Herbert Daroff

Herbert K. Daroff, J.D.*, CFP®, AEP®

Director of Estate & Business Planning

Herbert K. Daroff 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 Planner™ professional. Herb earned a B.S. in...
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Elizabeth Meyer

Elizabeth Meyer

Estate Planning Attorney

Elizabeth Meyer is an Estate Planning Attorney who partners closely with our advisors and clients to integrate estate planning seamlessly into comprehensive financial plans. She helps align estate strategies with income tax planning,...
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Jason Bourdeau

Jason M. Bourdeau, CLU, ChFC

Director of Advanced Markets

Jason M. Bourdeau works with high-net-worth families and closely held businesses in the areas of estate, charitable, business succession, and executive benefit planning. Clients appreciate his ability to simplify complex planning...
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