Our Team

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.


Dwayne K. DeMond, CFP®, ChFC®, AIF®

508.695.9020  

 

Dwayne K. DeMond, CFP®, ChFC®, AIF® began his career in the Financial Services industry with Baystate Financial Services after graduating from the University of Hartford in 1996.  Since that time, he has been building his business around the greater Attleboro/North Attleboro area by helping select clients plan for their financial goals and objectives.

Dwayne is a CERTIFIED FINANCIAL PLANNER TM certificant as designated by the Certified Financial Planner Board of Standards.  Dwayne is also a Chartered Financial Consultant ® (ChFC®) professional as designated by The American College and an Accredited Investment Fiduciary (AIF®).  As a financial planner and registered representative of MML Investor Services, LLC, he focuses on planning for business owners, as well as planning for successful individuals, professionals, and families.  Dwayne has worked with clients to help solve their needs relating to Investment Strategies, Retirement Planning, and Estate Planning.  He further helps with Business Succession Planning, Long-Term Care Planning, and Education Funding Strategies.

Dwayne prides himself in his objectivity and enjoys working with his clients and their other advisors, such as CPAs and attorneys, to take a team approach toward the development of a successful financial strategy.  Through consistent effort and reputation for knowledge, integrity, and service, he has built a solid base of satisfied clients.

Dwayne has been a life long resident of North Attleboro.  He currently resides there with his wife Korrey, son Tate, and daughter Taylor.


Jason A. McGrath, CFP®

508.695.9020 

 

Jason A. McGrath, CFP® began his career in the Financial Services industry in 1996.  He graduated from Syracuse University with a Bachelor of Science Degree in Management.  Since that time, Jay has gained extensive industry experience and has worked with a variety of clients, both individuals and institutions, helping them achieve their financial goals and objectives.

Jay has over 20 years of relationship management and client service experience.  He was previously Head of Relationship Management and a member of the Advisory Board at Prime II Management Services, a specialty finance firm in New York City.  Prior to that, he worked in Boston at Eaton Vance Management as a Relationship Manager in the Institutional Department, servicing the firm’s largest and most sophisticated investors including ultra-high net worth individuals, corporate retirement plans, insurance companies, and not-for-profit institutions.  Prior roles at the firm include sales, client service, and product development, focusing on the firm’s income oriented asset management capabilities.  Prior to Eaton Vance, Jay held various roles in the Global Operations and Investor Services Divisions of Putnam Investments.

Jay is a CERTIFIED FINANCIAL PLANNER™ certificant as designated by the Certified Financial Planner Board of Standards.  As a financial planner and registered representative of MML Investors Services, LLC, he focuses on planning for successful individuals, professionals, and families.  Jay also works with business owners on both their personal affairs and company retirement plans. 

Jay prides himself in his integrity, professionalism, and objectivity.  He enjoys working with his clients and their other advisors, such as CPAs and attorneys, to take a team approach in the development of a successful financial strategy.  Jay has worked with clients to solve their needs relating to Investment Strategies, Retirement Planning, Education Planning, and Estate Planning.  He further helps with Insurance Planning including Long-Term Care as well as Business Succession Planning.

Jay is a long-time resident of North Attleboro and currently resides there with his wife Caryn and two sons, Ethan and Jackson.


Caryn M. McGrath

508.695.9020 

 

Caryn M. McGrath began her career in the Financial Services Industry in 1996 after graduating from the University of Massachusetts, Dartmouth with a Bachelor of Science Degree in Finance and Accounting, with a minor in Economics.  Since that time, Caryn has built a solid history in the Financial Services industry, boasting a broad range of roles and experience, all concentrated on Customer Service. 

For almost 20 years, Caryn’s experience has evolved from Customer Service Representative, where she built a strong financial services knowledge base, to Manager responsible for various problem resolution and operational teams to Vice President of Client Services, accountable for all service components of top-tier mutual fund management companies. 

In her last role before joining Baystate Financial Services, Caryn served for 11 years as a Vice President of Client Services at the Bank of New York Mellon in Transfer Agency Services, providing support for Mutual Fund Companies and their shareholders.  She was responsible for all components of the Transfer Agency relationship for Mutual Fund Companies including client problem resolution, large scale project management and managing teams of specialists whose functions were to service accounts, process trades, and produce written shareholder correspondence.

Caryn joined Baystate Financial Services in January of 2012 as the Office Manager for Dwayne K. DeMond, CFP®, ChFC®.  Caryn is responsible for all facets of client service, including establishing new accounts, servicing existing accounts, answering client questions and assisting with clients' online access.  Caryn is a FINRA licensed Registered Representative.

Caryn’s focus is on utilizing her past experience in customer service and financial operations in playing an integral role in supporting Dwayne and our clients in reaching their financial goals.  She is a life-long resident of North Attleboro and currently resides there with her husband Jason and two sons, Ethan and Jackson.


Jennifer Bausman

Financial Planning Assistant

Jennifer M. Bausman began her career in the Financial Services Industry in 2000. She graduated from Rivier College with a Bachelor of Science Degree in Business. Since that time, she has had the opportunity to work with Financial Advisors in multiple capacities, strengthening her industry knowledge and customer service focus.

Jen began her career with Fidelity Investments where she held several roles over her 13 years with the firm. Her experience began as a Customer Service Representative; where she gained a strong foundation of industry knowledge. She then began working with Employee Stock Option Plans and handling Control and Restricted Stock, both clearing and selling. Jen then spent 8 years managing high profile RIA relationships, which is where she gained her extensive knowledge of Financial Advisor service models.

After taking a few years off to be home with her kids, Jen returned to work for Morgan Stanley. She spent some time working directly with a team of Private Wealth Advisors & their clients before being tasked for a Vice President role as a Complex Risk Officer. In this role, Jen partnered with Financial Advisors to mitigate risk for themselves, the firm, and their clients.

Jen joined Baystate Financial Services in August 2019 as a Financial Planning Assistant to Dwayne K. DeMond, CFP®, ChFC®, AIF®.  Drawing on her extensive experience, Jen’s focus will be to support Dwayne and the team’s clients in reaching their financial goals. She is a resident of Cumberland, Rhode Island where she lives with her husband, Brad, and 4 children, Joshua, Kyla, Connor, and Hadley.

 


Our Mission is to provide comprehensive Financial Planning and Wealth Management advice to our select clients by designing personalized strategies in the areas of:

 

Wealth Accumulation  -  Wealth Protection  -   Wealth Distribution   -   Wealth Transfer