Our Team
Sheri Delisle
Financial Advisor, Baystate Financial
As a Financial Advisor, Sheri’s mission is to assist individuals, families and business owners in defining their financial goals and achieving financial freedom. She is trained and licensed to provide financial solutions to her clients and prospects. Her goal is to become a lifelong resource to her clients, and she is dedicated to assisting them through the various stages of their financial lives. At Baystate Financial, Sheri is able to utilize the team approach and draw upon the wealth of knowledge of his associates to create custom-designed financial strategies for his clients.
Sheri has 12 years of investment advisory experience. She is currently enrolled in Bryant College’s CFP program. Sheri has been a member of the Million Dollar Round Table and has had multiple awards given to her throughout her career.
Lives in Cape Coral FL. Series 6, 63, 65, Securities registrations, and is Life, health, and property and casualty licensee.
Phone (774) 843-4900
Fax (774) 843-4980
E-mail sdelisle@baystatefinancial.com
Karen Amodeo
Director of Operations
Karen joined Curran Financial Group, LLC in 2010 and has 30 years of experience in the financial service industry. As the Director of Operations, Karen oversees all aspects of client relations. She handles the onboarding of new clients as well as servicing existing clients.
Karen graduated from the University of Rhode Island with a degree in Business Management.
Phone (774) 843-4911
Fax: (774) 843-4980
E-mail kamodeo@baystatefinancial.com
Bonnie Espino
Personal Marketing Assistant
Since 2008, Bonnie has been helping families create plans to protect their financial and emotional well-being. It was through personal experience that set her on her journey to be an avid learner of Medicare planning, estate planning, and property & casualty planning; all aspects that in a moment can affect any goals that families have for the future. As Personal Marketing Assistant, she brings a wealth of knowledge to oversee all aspects of client relations from onboarding to servicing existing clients. Bonnie maintains her series 6, 7, and 63 securities registrations as well as her Life, Accident & Health licenses.
Bonnie resides in Weymouth, Massachusetts with her family. She enjoys watching her children become successful individuals and “Treasure Life” as it comes.