Our Specialists
Our clients deserve the very best! Baystate Financial Services has a team of Associates who are among the most highly respected professionals in the industry. These professionals work as a resource for you and your other advisors to design and implement plans to help you achieve your financial dreams. (Click here to contact us.)
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Herbert K. Daroff, J.D., CFP®
Richard J. Petrucci Jr. J.D., CPA, CFP®
Estate & Business Planning
Greg J. Pinto, MBA, CLU®, ChFC®, CFP®
Anthony J. Leonardo, CLU® , ChFC®
Investment Management
Robert Piatelli
Registered Representative, Life Insurance
Laurie K. Burkhardt, CFP®
Financial Planning
Steven M. Cunha, CFP®, CLU
Registered Representative
Please scroll down for Steve Cunha's Bio.
Jerry Facey, CFP
Registered Representative, Disability Insurance
Edwin Bleiler
Director of Group Benefits, Financial Services Representative
Please scroll down for Edwin Bleiler's Bio
John F. Raycroft, Special Needs Planning
Edwin U. Bleiler is the Director of Group Benefits for Baystate Financial Services. Ed has over 20 years of experience in the field of employee benefits. Prior to Baystate Financial Services, Ed was the Director of Business and Product Development for The Choice Care Card™, one of the first consumer driven healthcare companies in the U.S. As one of the nation’s pioneers in consumer driven healthcare (CDHC), Ed worked with hundreds of brokers and employer groups to introduce the concepts, tools and techniques of CDHC into the northeast, New York and Ohio markets. Ed also developed a breadth of industry knowledge through sales and service leadership roles with some of the biggest names in the industry.
Ed received his B.A. from Syracuse University and MPA from Northeastern University. Ed began his career as an Assistant Town Manager of Wayland, then went on to become Executive Vice President for a major group benefits consulting and brokerage firm in Massachusetts. He also led one of the largest and most successful customer business units at Blue Cross Blue Shield of Massachusetts and was the Broker Sales Manager at Aetna U.S. Healthcare’s Boston Region.
Ed has an extensive background of working with both fully insured and self-insured employee benefits programs. His experience within the carrier markets gives him a unique perspective into the inner workings of managed care and insurance companies.
Ed creates a personally designed group benefits program for our customers to obtain the most out of their employee benefit dollars.
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Stephen M. Cunha, is the Director of Retirement Plan Services with Baystate Financial Services. Steve began his career in 1994 as a personal Financial Representative after a year on active duty with the US Army and a year in the insurance industry. Since that time he has been building his business in and around the Boston area by helping his clients plan for a variety of financial goals and objectives.
Steve focuses in working with small businesses as well as developing financial strategies for successful individuals, professionals and families. Steve starts every new relationship with a complimentary meeting to determine a client’s individual objectives and goals. He has extensive experience in helping solve needs related to Investment and Retirement Planning Strategies, Insurance Planning, Education Funding Strategies, Estate Planning, Employee Benefit and Business Succession Planning.
Steve prides himself on his objectivity and enjoys working with his clients and their other advisors, such as CPAs and attorneys, to take a team approach toward the development of a successful financial strategy. Through consistent effort, teamwork and service, he has built a solid base of satisfied clients.
Steve received his BA in Economics in 1992. He is a member of the Financial Planning Association, the Society of Financial Service Professionals and has earned both his CERTIFIED FINANCIAL PLANNERTM , certificant and Chartered Life Underwriter Designations. CFP® and CERTIFIED FINANCIAL PLANNERTM , certificant are registered trademarks of the Certified Financial Planner Board of Standards, Inc. Steve also holds his Registered Representative registration with New England Securities and holds his Insurance Brokers License in several states.
Mark R. McManus
Annuities
Long Term Care Insurance
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