Our Team
The emphasis of our long-term strategy is 100% centered around the following objective for our clients: achieving your maximum financial potential.
John Hoogenboom
Wealth Management Advisor
802-264-6616
John grew up in Moretown, Vermont and went on to attend the University of Vermont. While at UVM he earned a bachelor of science degree as well as a double minor in economics and political science, graduating in 2003. The majority of his political science studies occurred overseas so that he could gain an outside perspective of how the world operates as a whole. John started his career with Baystate Financial in 2008 and is now a leading financial advisor with the firm throughout New England. John has done this by following three key principles of financial planning when working with clients.
Analysis – WHERE YOU ARE NOW
Objectives – WHERE YOU WANT TO BE
Strategy – HOW TO GET TO WHERE YOU WANT TO BE
John believes: “Taking the time to truly understand a client and their unique situation and goals, is the only true way to provide the most suitable advice and take the first steps toward achieving one's true objectives. The success in achieving one's true objectives can only be accomplished through active monitoring and regular reviews of a client's financial strategy, so that it may change and adapt when needed to embrace the ever-changing conditions of life, both economic and personal.” John prides himself on starting life long relationships with his clients and his ability to bring new and innovative ideas to the table.
Kyla Westover
Senior Team Associate
802-264-6613
Kyla is a 2013 graduate of the University of Vermont and joined our firm in 2018. She grew up as a ski racer, attending the Green Mountain Valley School in Waitsfield. Kyla believes that education and empowerment are the key to a person's financial future and takes a holistic approach to helping clients navigate their choices. She still lives in the Mad River Valley and spends time in the summer on a small island in Lake Champlain.
Nathan Gourd
Investment Associate
802-264-6658
Nate grew up in Manchester, Vermont and attended Burr and Burton Academy before receiving a BSBA with a focus in Finance and a minor in Chinese from the University of Vermont in 2020. This included a 3 month language immersion program in Qingdao, China. Nate joined Baystate after gaining experience in insurance and fixed retirement solutions. Prior to that, he worked in software development and spent a summer as an analyst for a biotech hedge fund. Nate believes in investing with the future in mind, and is always searching for disruptive investment opportunities that will shape our future. In his free time, he enjoys snowboarding, playing chess, and spending time with friends and family on Martha's Vineyard.
Nicole Stefanowicz
Team Operations Manager
802-264-6646
Nicole joined our team as Practice Manager in 2018 after spending nearly a decade in non-profit administration and fundraising. She is an enthusiastic graduate of Saint Michael's College and is passionate about building relationships and giving back to the local community. Nicole is a longtime volutneer for the Committee on Temporary Shelter (COTS) and recently served a 2-year term on the Board of Directors for the Girl Scouts of the Green and White Mountains (GSGWM). Nicole brings a wealth of customer service experience to our team and has enjoyed getting to know each individual client.
Nicole lives in Colchester, Vermont with her husband, Michael, their two children, Patrick & Calliope, and dog, Waffle.
Chad Allen
Associate
406-551-3558
Chad joined the team in the beginning of 2022 as the first hire in the Bozeman office. He grew up in central Connecticut and worked in construction before attending the University of Connecticut. After graduating with a degree in engineering, he moved to Vermont for a short time before landing in Bozeman. His focus has transitioned to helping educate clients on how to construct a strong financial picture. He spends his free time getting into outdoor adventures on his bicycle and skis.