Our Team

I launched Vis Wealth Partners in 2016 motivated by the desire to help clients discover what’s important to them and match their needs with the right financial tools. From experience, I know how hard the journey to success can be, and how much it helps to have guidance along the way.

I faced a lot of challenges growing up. When I left home, I went straight into the workforce, driving trucks cross-country for a living. But without a college degree, I ran into a lot of red tape, and it was hard for me to advance my career.

So, I decided to put myself through school and find a way off the truck. As part of a school project, I wrote a business plan about being a financial planner. In the process, I realized this was a path that could help me have a meaningful impact on people’s lives.

When I graduated, I approached Baystate Financial, and with a little bit of persistence, convinced them to support me in starting my own fee-based financial planning firm.

In the years since, I’ve built a firm that helps my team and me give back to individuals and the community. The nontraditional path I took to success has taught me the importance of being open, warm and approachable when working with clients. I am passionate about sharing the knowledge I’ve gained, explaining it thoroughly, and offering clients from all walks of life a chance to secure their financial futures.

When I’m not at my desk, you’ll find me playing chess, behind the lens of a camera, or hiking with my family in the mountains of Maine and New Hampshire. When given the opportunity, I love the chance to share the joy of nature with clients, as well.

I’m proud that Vis Wealth Partners has become a full-service agency supporting a growing staff and book of business. We look forward to helping you learn, grow and take control of your financial future.

As a college athlete and a child of organized sports, the ability to listen and be coachable are two principles that were instilled in me at a young age. Over my time in athletics, I was able to see the consequences of both good and bad coaching. The best coaches had three qualities; the first is they truly listened and cared about the questions and concerns of their players, the second is they deconstructed the sport or technique they were looking to coach into easy-to-understand points to best educate their players, the third is their unwavering commitment to the team and the continued success of each individual player and the team as a whole. These three qualities are the cornerstones of the daily conversations I have with my clients about their financial plan, their investments, and anything else. It is my goal to ensure my clients feel comfortable and heard in their financial plan, provide easy-to-understand insight and analysis to help them reach their goals, and provide unwavering commitment to them to ensure they reach those goals.

I grew up in a small town called Broadway, Virginia located in the middle of the I-81 corridor where I was immersed in the world of organized sports. From the age of 6, I played basketball, baseball, football, and I wrestled. Eventually, I chose football as the sport I would focus on to compete at the collegiate level. College took me to Christopher Newport University in Newport News, Virginia where I played four years of college football and received my bachelor’s degree in Finance.

After college, my girlfriend and I decided to move to Vermont as she looked to pursue her doctorate in nursing at the University of Vermont. We currently live in Colchester, Vermont with our dog, Moose. When I am not at work, I love to run, bike, hike, and golf when it is warm outside, and when the temperatures drop and the snow starts to fall, I love to snowboard and hike.

My entire life, I have set out every day with one goal of making a positive impact on the world around me and the people I have the opportunity to interact with. Being a financial planner, that daily philosophy has now become my job description. The principles of serving the community, working hard, and positively impacting the lives of others have become ingrained in my life and work.

While beginning my senior year at Jacksonville University studying business management and marketing, Vis Wealth Partners granted me the opportunity to begin my journey to becoming a financial planner. After graduating, I obtained my insurance and securities licenses to become a registered representative.

In middle school and throughout high school I ran my own landscaping business catering to a multitude of clients in the greater Portland area. My entrepreneurial spirit and ambitious work ethic fosters my strong drive to serve the members of my community.

My goal is to offer clients a holistic and attentive approach to managing their financial future by looking beyond the present needs and planning to positively support all stages of their lives. I push myself meet all the financial goals and needs of my clients and with the backing of the Vis Wealth Partners will be able to accomplish this.

In my free time I love to be outdoors hiking, learning to golf, working in the garden and cooking. I also love to spend time with my family and friends.

Welcome to Vis Wealth Partners! I’m Bella Phillips, and I’m thrilled to introduce myself as the newest addition to our team as a Client Associate! With a passion for brining fresh perspectives and a strong skill set, I’m excited to contribute to our team’s success.

I am originally from Fairfield, Connecticut and I recently graduated Cum Laude from The University of Maine with a degree in Communication. During my time in college, I was heavily involved in Greek life, serving as my sororities President, Vice President, and Campus Delegate. I have also completed summer internships at Make-a-Wish Connecticut and RXR Realty in Manhattan. Outside the office, you can find me outdoors, immersed in a good memoir or surrounded by all things pink.

I’m committed to learning, growing, and making a positive impact both within our organization and the lives of our clients. Thank you for the warm welcome, and I can’t wait to see where this opportunity takes me!

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Abigale began her career in 2011 with Baystate Financial as a sales support consultant on the Sales Desk. She transitioned to the Financial Planning Department in late 2012. As Baystate Financial’s Personal Financial View® Training Director, Abigale is responsible for managing its financial planning and Personal Financial View® software.

In addition to her role as the PFV® Training Director, Abigale is also a financial planning case writer. She is responsible for overseeing the financial plan development process, ensuring recommended strategies meet a fiduciary standard of care for clients’ financial well-being.

Her role includes:

• Providing comprehensive financial planning services for clients of the firm.
• Analyzing client situations and developing recommendations for proposed planning solutions.
• Approving financial plans for planners to deliver to clients.
• Training the firm’s financial advisors to utilize the financial planning software for client aggregation and financial planning projections.

Abigale graduated from Wheaton College in 2011 with a bachelor’s degree in Economics. She holds her Series 6, 7, and 63 licenses.

Devon Black began her career in 2013 with Baystate Financial. She has been with the Financial Planning Department since mid-2015. As a Financial Planning Consultant, Devon is responsible for overseeing the financial plan development process, ensuring recommended strategies meet a fiduciary standard of care for clients’ financial well-being.

The customized solutions within financial planning empower clients to make informed decisions. Strategies are focused around the six areas of financial planning, including Financial Position, Risk Management, Wealth Accumulation, Tax Planning, Retirement Planning, and Estate Planning.

Devon graduated in 2013 from Isenberg School of Management at UMass Amherst with a bachelor’s in finance with a risk management concentration. Also, she holds her Life/Health Licenses and Series 7 Registration.

She is currently taking certification course requirements at Boston University to obtain her Certified Financial Planner designation. Devon currently lives in Boston. In her free time, she enjoys kayaking, hiking, and being outdoors.

Mark has been working in the financial services industry since 1993. He is currently a Senior Vice President with Baystate Financial. In 2014, his passion for distribution planning led him to develop a proprietary retirement distribution software tool focused on the impact of sequential returns in retirement.

Today, he leads Baystate Financial’s Annuity and Long-Term Care divisions. Prior to joining Baystate Financial in January 2006, he was a Regional Vice President with MetLife Investors covering upstate New York and western Pennsylvania. Mark began his career as a Financial Advisor with New England Financial In Worcester, Massachusetts.

Two years later, he transferred to New England Financial’s corporate headquarters in Boston. He held various positions in marketing and training. In fall 1999, Mark joined New England Financial Annuities as Regional Marketing Director. He joined MetLife as a Regional Vice President in 2003.

Mark received his Bachelor of Arts from Saint Anselm College in Manchester, New Hampshire. He enjoys all sports, especially golf. Mark grew up and resides in Holden, MA with his wife Kim, their daughter, Megan, and their son, Patrick.

Herb 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.

• B.S. in Commerce & Engineering from Drexel University in 1975; and
• J.D.* from Temple University School of Law in 1979, where he was the Evening Division Class President

Herb’s primary expertise is multi-generational tax planning and multi-generational creditor protection. He is a very active volunteer in his community and in financial services, as

• Past President of the Greater Boston Chapter of the International Association for Financial Planning (IAFP, now FPA, Financial Planning Association);
• Past President of the Boston Society of Financial Services Professionals;
• A former member of two national CFP® Board committees: Board of Practice Standards and Board of Professional Review
• A former member of the national IAFP Ethics Committee; and
• Was a member of the adjunct faculty at Bentley University in Waltham, MA from 2000-2020

Herb’s creativity, experience, and resourcefulness enable him to work very well with the public and their professional advisory team in order to implement solutions responsive to each client’s financial objectives.

Herbert K. Daroff is a registered representative of MML Investors Services, LLC. Member SIPC. 200 Clarendon Street, 19th & 25th Floors. Boston, MA 02116. 617-585-4500. Neither MML Investors Services nor any of its employees or agents are authorized to give legal or tax advice. Consult your own personal attorney or accountant for advice on specific legal and tax matters. CRN202302-277523

*Not practicing on behalf of MML Investors Services, LLC or its affiliates.