Financial Advisor, Financial Services Representative
Charlie is a financial advisor affiliated with Baystate Financial, based in Boston, MA. He and his team (see below) specialize in helping busy, successful, and established professionals organize their financial lives and take the stress out of planning.
In the earlier years of his practice, Charlie focused almost exclusively on serving the needs of Boston area physicians and their families. While this vocation remains a focus, the practice has since grown significantly to serve other professionals and business owners all over the United States.
Charlie started his practice over a decade ago with the simple mission of being ‘great, rather than big’. His passion lies in building strong long term relationships and developing sophisticated strategies that solve more complex financial issues. Thus, Charlie now limits new clients to only 10 new families per year, and these folks generally must be mid- to late-career.
Charlie has a degree in Economics from the University of Massachusetts Boston, and holds his FINRA Series 6, 63, 65, and SIE licenses.
He lives in Boston’s South End with his husband, Mason. When not at the office, Charlie and Mason can be found on their patio with a book or garden spade in hand.
Cooper Grady, CFP®
Financial Planning Director
As a CERTIFIED FINANCIAL PLANNER™ professional, Cooper works directly with clients to develop and implement holistic financial planning strategies, uniquely crafted towards achieving each individuals’ specific objectives. Prior to joining Baystate Financial, Cooper served as the Director of Financial Planning for a nationwide RIA, where he was the architect of a proprietary financial planning process to service the firm’s 600+ clients, centered around an interactive approach and values-driven solutions.
Cooper’s passion lies in helping clients clearly identify and realize their vision and then aligning them with a customized roadmap to achieve financial success and clarity.
Cooper and Charlie work in concert to ensure that the rationale for recommendations developed during the financial planning process are clear to their clients, and then provide direct guidance when it comes time to implement these items and put the plan to work.
In addition to his BA in Finance from Eastern Illinois University and his CFP® designation, Cooper also holds the ChFC (Chartered Financial Consultant), CLU (Chartered Life Underwriter), and BFA™ (Behavioral Financial Advisor) designations.
Cooper lives in Charleston, SC with his fiancée, Bethanie. When he is not working, Cooper and Bethanie can be found traveling, boating, or enjoying the outdoors with friends.
Evan R. Shifley, CLU®
Evan Shifley is a Financial Advisor affiliated with Baystate Financial. After years of specializing in insurance at John Hancock Financial Services Co., he joined Baystate Financial to focus on comprehensive financial
planning. Evan primarily works with young physicians during and after training, but also assists with other busy, successful professionals to help organize their financial lives and transform their relationship with money.
He holds the designation of Chartered Life Underwriter (CLU®), as well as his Series 6; Series 63; Life Insurance; and Accident & Health Insurance licenses. Evan received his degree in Economics & Mathematics from St. Lawrence University. While at St. Lawrence, Evan was a four-year member of the varsity football team.
Currently living in Downtown Boston with girlfriend Madison, Evan enjoys golfing, reading, watching the Patriots, and eating out in Boston’s North End.
Paraplanner/Client Services Coordinator
Indrani provides client service and coordinates all new business for the practice. In addition, she oversees the financial planning process and is closely involved in data collection and financial analysis.
Indrani holds an MBA from Dalhousie University and also has a master’s degree in Accounting from a university in India.
She lives in Boston with her husband and twelve-year-old son. She likes to run, cook and play tennis.
Director of Operations
Megan Davison joined The Marathon Financial Group at Baystate Financial in January 2021 as the
Director of Operations. She has an extensive background in financial operations, trading, and client
Prior to joining the team, Megan was an Operations Manager for Noesis Capital Management in Boca
Raton, FL, where she took on organizing the firm’s workflows and efficiency initiatives. Megan also spent 7+ years as a Portfolio Management Associate at Evensky & Katz/Foldes Financial Wealth Management in Miami, FL. She began her career in the industry at Charles Schwab & Co. Inc, as a Relationship Specialist. Megan is a graduate of Southern New Hampshire University, where she earned her B.S. in Business Administration.
New England born & raised, she now lives in Highland Beach, FL with her husband and daughter. Megan
spends her time boating, cooking, spending time with family, and watching Patriots football.
Extended Team of Baystate Resources
To help ensure that we are optimizing our clients' financial objectives, we work with a team of professionals who collaborate and share expertise on a wide range of financial issues. As a result, we can develop a truly customized and comprehensive strategy focused around your unique situation and priorities.
Jennifer Shea, J.D*, MBA
Estate and Business Planning
Jennifer Shea is an Attorney by education and heads up the Estate and Business Planning department at Baystate Financial. In this role, Jennifer works with Charlie to provide subject matter expertise to help identify and create customized solutions for clients. Jennifer is well-versed in all areas of financial planning and has developed particular expertise in the areas of estate planning, philanthropy, and retirement.
Jennifer received a B.S. from The Pennsylvania State University, J.D. from Syracuse University College of Law, and M.B.A. from Syracuse University School of Management. While in law school, she served as Executive Editor of the Syracuse Law Review. Jennifer has also attained the Chartered Retirement Planning Counselor™ designation along with the CERTIFIED FINANCIAL PLANNER™ certification, which is awarded by the CERTIFIED FINANCIAL PLANNER™ Board of Standards.
Prior to joining Baystate Financial Services, Jennifer was a Senior Planning Specialist at Merrill Lynch and an associate at a boutique trust and estate law firm in Boston. She has experience in estate planning, estate administration, trust administration and the related areas of estate, gift and generation-skipping transfer tax planning.
Jennifer is admitted to the bar in Massachusetts and is an active member of the Women’s Bar Association, Boston Estate Planning Council and the Trusts and Estates Consortium.
Herbert Daroff, J.D.*, CFP
Estate and Business Planning
Herb is an attorney by education and very proud to be a financial advisor by profession. He has been actively involved in the financial services industry since 1973.
Herb is on the faculty at Bentley University in Waltham, MA, and graduated from Drexel University with a B.S. in Commerce and Engineering in 1975, and Temple University – School of Law with a J.D. in 1979.
Herb is Past President of the Greater Boston Chapter of the International Association for Financial Planning (IAFP, now the Financial Planning Association, FPA) and served as a member of the national IAFP Ethics Committee.
Herb’s creativity, experience, and resourcefulness enable him to work very well with clients and their professional advisory team in order to implement responsive solutions for financial objectives.
David L. Grebber, JD, LLM, LUTCF
Estate and Business Planning
David’s collaborative approach, distinguished professional background and technical knowledge positions him as a skilled and respected specialist in the identification and implementation of sophisticated planning strategies. He joins Baystate with over thirty years’ experience in the financial services industry. He has a rich and well-rounded background working with prominent life insurance companies and respected investment management firms, supporting high net worth individuals and families and business owners in achieving their goals and objectives. David earned his Master of Laws degree in taxation from Boston University School of Law, his Juris Doctorate from Western New England University School of Law, and his Bachelor of Arts degree from University of Rochester.
*Licensed not practicing on behalf of MML Investors Services.