^{About Us}
We Genuinely Care About Your Financial Future

 Financial health is different for everyone. And that's why Jason Sebell's clients call him their "financial physician."

"They come to me and we do a financial 'check up' to gauge their individual or family health from a holistic perspective-what are their goals, their long term dreams, what does 'healthy' look like to them? And then we get to work."

Jason and his team are able to diagnose their client's situation and connect them with a litany of Baystate Financial expertise.

"We think of it like sending patients to a specialist." Specialization, customization and the ability to provide personalized solutions vs simply selling every client the same package is what drew Jason to Baystate in the first place.

"I came here to help my clients get financially healthy. It just seems more meaningful and rewarding than your typical transactional advisor looking to sell another financial product."

Jason holds a combined degree from Colgate University in Sociology and Anthropology. As an investment advisor, he places emphasis on strategic growth, long-range planning and tax efficiency. And while he's not an actual Doctor, he is most certainly dedicated to assisting his clients through the various stages of their financial lives.

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

Elizabeth Meyer is an Estate Planning Attorney who partners closely with our advisors and clients to integrate estate planning seamlessly into comprehensive financial plans. She helps align estate strategies with income tax planning, insurance, philanthropy, business succession, and efficient wealth transfer to support each client's long-term goals. 

Prior to joining Baystate, Liz spent 15 years as a private estate planning attorney in the Boston area, before transitioning to the financial services industry in 2022. She specializes in guiding individuals and families in minimizing tax exposure, structuring sophisticated estate plans, and preserving wealth across generations. Her legal experience in trusts, estates, and wealth transfer strategies equips her to collaborate seamlessly with advisors and clients. 

Liz earned her undergraduate degree from Merrimack College, where she competed on the varsity tennis team, and her Juris Doctor from Suffolk University Law School. She lives in Milton with her husband and two children. Outside of work, she enjoys baking, coaching her son's basketball team, and staying active with golf and pickleball. 

As a Financial Planner, Nathan’s mission is to assist individuals, families and business owners in defining their financial goals and achieve financial freedom. His goal is building lifelong relationships with his clients by providing comprehensive financial planning and being dedicated to assisting them through their various stages of life. Nathan chose to join Baystate because of its incredible team, culture, and resources to support him in building his practice and allowing him to be able to provide his clients with the necessary knowledge and passion needed to reach their financial goals. 

Nathan holds a Bachelor of Science in Finance and Masters in Business Administration from Endicott College. While getting his advanced degree, he also managed a restaurant group up in the North Shore.

Nathan currently lives in Medford, MA, and while he still loves the state he grew up in, Maine, he now is proud to call Massachusetts his home. He enjoys exercising daily, spending time with friends and family, golfing, and striving to better himself both personally and professionally.