About Us: Your Partners In Financial Success

As a CERTIFIED FINANCIAL PLANNER™ professional, Luke helps people clearly define their goals and simplify their financial journey. He believes a financial advisor should be a lifelong resource to his or her clients, dedicated to assisting them throughout the various stages of their lives. Over the years, Luke has worked with clients from all walks of life. Whether you are starting your career or if you are focused on muti-generational wealth transfer, Luke has the resources to assist. At Baystate Financial, Luke is able to draw upon the wealth of knowledge from a team of specialists to address a wide array of financial planning problems.

Luke’s team has established a national footprint working with people in the biotech and pharma space with clients spanning from Boston to California. While each person’s situation is unique, Luke has found that many clients share similar career trajectories, navigate similar inflection points and ultimately face very similar financial planning implications. Whether it be working through an IPO or acquisition, managing complicated equity compensation, moving from academia to industry, leaving a large pharma for a small biotech and everything in between, Luke’s team has the experience to help you make a wise, informed decision.

Luke graduated from Bates College and holds his Series 7, Series 66 as well as Life and Health Insurance licenses. He currently lives in South Boston with his wife, Kimberly, and their Basset Hound, Wally. During his free time, Luke enjoys photography, good cuisine, and staying active in the gym. 

Luke’s core values as a financial advisor are transparency, accountability, and dedication to excellent client service.

Nick is originally from the Albany, New York area, and attended college at Bentley University. In his senior year of study, he decided to commit to financial planning, wanting to help those who work in the field of medicine, biotech, and pharmaceuticals.

His dedication to this group of professionals comes from his experience as a teenager when his life changed after being diagnosed with Type 1 diabetes shortly after he turned 16. That experience helped define the person he has become today and sparked in him a lifelong interest in the medical field, and a desire to help others. Especially those who were there for him when he needed it.

Nick works through Baystate Financial where he guides his clients through the different areas of financial management and planning. He is Boston-based, however works with and takes on new clients all over the country. Giving people the knowledge and confidence they need to empower themselves and build a better financial future is simply part of who Nick is.

Nick currently lives in the South End of Boston with his girlfriend, Claire. In his free time, Nick enjoys making music (mostly through playing guitar), watching dogs, socializing, and spending time outdoors. Each and every day, Nick strives to become a better version of himself, and is very serious about self-improvement, but also helping others become the best versions of themselves as well. 

Originally from Wayland, MA – Jeff has been a Financial Advisor at Baystate for six years. Jeff’s background lies in the service industry, which has instilled a deep sense of duty, care, and proficiency in his craft as a financial planner. He strongly believes that every client’s situation is unique, and that each situation needs to be treated with due diligence, proper analysis, and understanding in order to help his clients make informed decisions regarding their finances.

Jeff currently lives in Charlestown, MA with his wife, Hannah, and their pets, Penny and Molly. Jeff’s free time is spent socializing with friends, golfing, fishing, and spending time with his wife, enjoying the many great restaurants across Boston. Jeff is passionate about his client’s well-being and is more than just an advisor to them – he is a friend and a trusted resource that is always dependable. 

Originally from the Boston suburbs, Andrew Snoddy is a financial advisor at Baystate Financial, where he has spent three years helping professionals in the Biotech, Pharma, and Life Sciences industries navigate the complexities of equity packages and achieve their financial goals. A 2022 graduate of Bates College with a degree in economics, Andrew combines industry-specific expertise with a client-centered approach to financial planning.

The son of two teachers, Andrew was inspired to pursue a career where he could offer clarity and guidance to others. His connection to the medical field is deeply personal, as he has seen family members benefit from breakthroughs related to multiple sclerosis. This experience fuels his passion for supporting those advancing medical innovation.

Andrew resides in Brookline, where he enjoys experiencing diverse cuisine. In his free time, he enjoys playing basketball, pickleball, golf, and tennis. A dual citizen, he loves traveling internationally and immersing himself in new cultures. He cherishes spending time with his family, including his two older sisters, his parents, and his dog, Cayman.

Melissa Putnam is a dedicated Practice Manager based in Boston, specializing in compliance, customer service and organizational efficiency. She started her financial career at Citizens Bank before becoming a Practice Manager at Baystate Financial, where she has worked for the past 11 years. With a strong background in these areas, Melissa is committed to ensuring that operations run smoothly while maintaining high standards of service. 

In her free time, she enjoys competitive ballroom dancing, where she showcases her skills and passion for the art form. Every summer, she travels to Italy with friends, where they enjoy exploring the culture and cuisine. She lives in the Back Bay with her rescue cat Ariel. 

Melissa is passionate about professional growth and continually seeks opportunities to enhance her skills and contribute to her field.