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About

Who We Are

OUR DIFFERENCE:

Balancing Your Vision With Every Detail to Get You There


With in-depth experience and expertise, our nimble team is committed to addressing your every financial need and concern. We’ve found that adhering to a diligent approach and providing high-touch service enables us to anticipate challenges — and successfully guide you towards greater financial health. 

Personalized Attention,

Backed by Robust Resources

Baystate Financial is one of New England’s largest privately owned and independent financial services firms. By following a strict standard of values, Baystate is wholly committed to every client’s well-being by providing strategic, comprehensive guidance.

Meet Your Financial Advocates


Duston Ladieu, CFP®, AEP, MST Photo
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Duston Ladieu, CFP®, AEP, MST

Financial Planner

Duston Ladieu financial planner

Duston Ladieu, CFP®, AEP, MST

FINANCIAL PLANNER




Helping individuals and families experience peace of mind and lead fulfilling, meaningful lives is Dusty’s passion. With a keen ear ready to listen, Dusty enjoys getting to know each and every one of his clients as they share their stories of where they have been and where they hope to be. Understanding what is of utmost importance to you and your life is at the core of Dusty’s approach. 

Dusty offers unmatched support and compassion to every one of his clients, working conscientiously to create a custom game plan towards their financial health and life goals.

Diligent by nature, Dusty harnesses a proactive approach to your financial life, regularly monitoring both the big and small details — and anticipating challenges and concerns. In this way, Dusty and his team make sure no stone is left unturned as you move towards a lasting foundation of financial confidence. 

Since 1997, Dusty has provided financial guidance to individuals and families, joining Baystate Financial in 2005. As clients encounter the ebbs and flows that life inevitably brings, Dusty provides a stabilizing perspective and sense of comfort — serving as their hands-on financial ally through every twist and turn. 

Outside of the office, Dusty is an active Member of the National and Local Chapters of the Financial Planning Association (FPA) and a member of the Norfolk Business & Estate Planning Council.

Dusty and his wife live in Sudbury, MA with their three children and yellow lab. Dusty enjoys living an active lifestyle in which he regularly works out, plays sports and spends time in the great outdoors. He is an avid hike, skier and trail runner. Dusty has coached all of his kids in their respective sports, but he’s currently coaching his little guy’s soccer team and absolutely loves it. 

Qualifications: 

  • CERTIFIED FINANCIAL PLANNER™Practitioner 
  • Chartered Financial Consultant (ChFC®) designation: American College in Bryn Mawr, Pennsylvania
  • Accredited Estate Planner (AEP) Designation: National Association of Estate Planners & Councils
  • Masters Certificate in Financial Planning (MSFP®): Bentley College
  • Master of Science in Taxation (MST): Bentley College
  • Dual Bachelors of Science in Business Management & Occupation Safety: Keene State University 
Lori Choate, FPQP® Photo
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Lori Choate, FPQP®

Director of Client Services & Operations

Lori Choate client relations manager

Lori Choate

CLIENT RELATIONS MANAGER


Working alongside Dusty for over 10 years, Lori has strived to create a seamless experience for every client. She enjoys working towards each client’s peace of mind and helping them reach financial aspirations and life milestones.

Lori prides herself on providing the highest level of customer service to Dusty’s valued clients. Through frequent communication and teamwork, she is a key player on Dusty’s team, supporting his efforts to provide clients with personalized financial solutions. She enjoys interacting with clients to help them establish a smooth relationship with Dusty and feel at ease knowing that their financial concerns have been addressed.

Along with holding her BS in Business Management from Assumption College, she brings a breadth of experience to the group after spending many years working in both the legal and technology industries.

Lori holds her Financial Paraplanner Qualified Professional™, FPQP®, designation.

Outside of work, Lori enjoys spending quality time with her family and friends, practicing yoga, walking and listening to music and podcasts.

Mark Uzzell Photo
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Mark Uzzell

Financial Planner

Mark Uzzell financial planner

Mark Uzzell

FINANCIAL PLANNER



As a financial planner, Mark's mission is to assist individuals, families and business owners in defining their financial goals and achieving financial freedom. He is highly trained and licensed to provide financial solutions to his clients and prospects. His goal is to become a lifelong resource to his clients, and he is dedicated to assisting them through the various stages of their financial lives. 

At Baystate Financial, Mark can utilize the team approach and draw upon the wealth of knowledge of his associates to create custom designed financial strategies for his clients. Mark holds a Bachelor of Arts degree from Providence College. He has nine years of investment advisory experience and is a registered representative of MML Investors Services, LLC. He joined Baystate Financial in 2011 and has been in the financial services industry since 2009. 

Mark lives in Natick, MA with his wife and two daughters. He is an active member of the Providence College Alumni organization as well as a Board Member of the New England Chapter of the Asthma and Allergy Foundation of America. During his free time, he enjoys activities such as basketball, kayaking, biking and spending time with his family.

Diana Bohane Photo
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Diana Bohane

Client Services Manager

Diana Bohane

Client Services Coordinator


Instrumental to coordinating the many moving pieces of the firm, Diana enjoys working closely with clients towards their financial well-being. By cultivating a transparent environment and spreading a positive outlook, Diana uplifts the team while ensuring a high-quality experience for every client.

Diana goes to great lengths to fulfill the needs of every client and respond to service requests while also managing the inner workings of the firm’s management systems. Teaming up with Lori, Diana provides critical support to improve efficiency and quality every step of the way. 

With a dynamic background, Diana brings a unique perspective to the firm. Among her many experiences, she has worked with special needs children in various schools. Additionally, Diana previously was a part of the 401K department at Putnam Investments. Diana holds a BA in Social Services from Quinnipiac University and completed a post-baccalaureate program in education at Bridgewater State College.

Diana holds her producer licenses for life, accident, and health or sickness in the state of MA.

In Diana’s spare time, she enjoys spending time with family and friends, taking long walks or hikes and going to the beach.

Check the background of this firm/advisor on FINRA’s BrokerCheck.