top of page
Robert C. Burns Jr.

Robert C. Burns Jr.

CFP®, ChFC®, CLU®

CERTIFIED FINANCIAL PLANNER™,

Financial Advisor

Caitlin A. DeSoye, JD.

Caitlin A. DeSoye

JD*

Financial Planner,

Investment Advisor Representative

Brenda Smith

Brenda Smith

Director of Operations

Susan Kmiec

Susan Kmiec

Senior Support Assistant

BaystateFinancial-7.jpg

With the perfect mix of organization, dedication, knowledge and expertise, our team has effectively serviced our clients’ needs and watched clients dreams become a reality.  From starting and selling businesses, to big moves and tackling some of life’s toughest challenges, our team is here to help you every step of the way.

bottom of page