About

Meet The Team

OUR DIFFERENCE:

Balancing Your Vision With Every Detail to Get You There

At Synergy Private Wealth, we specialize in guiding individuals and families through the complexities of financial planning, particularly as they approach retirement. Our best work is done with clients who value a thoughtful, strategic approach to managing their wealth and securing their future.

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 Team

Duston Ladieu, CFP®, AEP, MST

Partner, Wealth Management Advisor, Financial Planner

Duston Ladieu, CFP®, AEP, MST

Partner, Wealth Management Advisor, Financial Planner

Dusty is a founding partner of Synergy Private Wealth, where he provides comprehensive financial planning and investment guidance to individuals, families, and business owners. With over 25 years of experience, Dusty works closely with clients to develop thoughtful, coordinated strategies across investment management, retirement planning, tax strategy, and estate planning.

A key area of focus in Dusty’s practice is helping clients navigate complex financial decisions, particularly in the areas of tax-efficient investing and estate planning. He holds a Master of Science in Taxation from Bentley University, which informs his ability to integrate tax considerations into broader financial strategies. Dusty also works extensively with business owners, drawing on both his professional experience and his background growing up in a family of entrepreneurs to help clients address the unique challenges of liquidity planning, succession, and long-term wealth transfer.

Dusty takes a structured and proactive approach to financial planning, regularly reviewing client strategies and coordinating with CPAs, estate planning attorneys, and other professionals to ensure alignment across all aspects of a client’s financial life. Through his leadership at Synergy Private Wealth, he leverages a team-based approach to deliver comprehensive and customized advice.

Since 1997, Dusty has provided financial guidance to clients and joined Baystate Financial in 2005. Today, Synergy Private Wealth reflects his commitment to a collaborative model that enhances the depth and breadth of advice available to clients.

Dusty is an active member of both the national and local chapters of the Financial Planning Association (FPA) and a member of the Estate & Business Planning Council of Worcester County.

Dusty and his wife live in Sudbury, Massachusetts, and are proud parents of three children, two of whom are currently in college. He enjoys maintaining an active lifestyle, including fitness, hiking, skiing, and playing pickleball.

Qualifications:

CERTIFIED FINANCIAL PLANNER™ Practitioner
Chartered Financial Consultant (ChFC®), The American College
Accredited Estate Planner (AEP®), National Association of Estate Planners & Councils
Master of Science in Taxation (MST), Bentley College
Master's Certificate in Financial Planning (MSFP®), Bentley College
Dual Bachelor of Science in Business Management and Occupation Safety, Keene State University

Kurt Lovell II, RICP®

Partner, Wealth Management Advisor, Financial Planner

Kurt Lovell II, RICP®

partner, wealth management advisor, FINANCIAL PLANNEr

Schedule an appointment with kurt

As a Financial Planner and Wealth Management Advisor, Kurt Lovell is driven by a genuine commitment to helping individuals, families, and business owners achieve lasting financial freedom. He believes that true financial planning goes beyond numbers—it requires taking the time to understand each client’s unique values, concerns, and long-term aspirations. Serving as a lifelong resource, Kurt guides his clients through the complexities of wealth accumulation, preservation, and distribution across all stages of their lives. At Synergy Private Wealth, he utilizes a collaborative team approach, drawing upon the collective knowledge of his associates to design highly customized, forward-thinking financial strategies.

Extending this commitment to the corporate sector, Kurt actively partners with businesses to champion Baystate Financial’s PlanWell™ financial wellness program. Recognizing that personal financial stress directly impacts workplace productivity and employee retention, he works closely with corporate leadership to integrate this specialized curriculum into their employee benefits packages. By delivering individualized, human-centered financial education directly to workforce teams, Kurt helps corporations foster a more engaged, confident workforce while empowering employees to take control of their personal financial futures.

Kurt brings 21 years of investment advisory experience to his practice and holds a Bachelor of Science from the University of Massachusetts. Committed to advanced professional education, he earned the Retirement Income Certified Professional® (RICP®) designation, specializing in helping clients navigate the critical transition from building wealth to generating a sustainable, tax-efficient income stream in retirement.

Deeply invested in his local community, Kurt lives in Franklin, MA, with his wife, Laine, and their children, Trey, McKenna, and Morgan. For the past 15 years, he has volunteered as a youth and High School soccer coach, a role that reflects his passion for mentorship, teamwork, and helping the next generation succeed both on and off the field. When he isn't coaching or on the field himself, Kurt enjoys golfing, playing soccer, and spending time on the water with family and friends.

Jerry Facey, CFP®, CLU®, ChFC®

Partner, Wealth Management Advisor, Financial Planner

Jerry Facey, CFP®, CLU®, ChFC®

Partner, Wealth Management Advisor, Financial Planner

Jerry has a passion for helping good people successfully navigate their financial journey for the rest of their lives. Oftentimes this includes serving multiple generations cohesively. As a private wealth advisor, his mission is to help clients build a visual plan for their definition of a life well lived; and then execute the strategies to assist them in achieving it.

Jerry has worked with private clients for more than three decades and has developed a vast network of professional resources, assembling an advisory council model around each client. Additionally, through Synergy Private’s relationship with Baystate Financial and its team of specialists, clients know they have a deep bench of professionals at their beck and call to assist with changes that continually occur in life or in one’s business.

Jerry is a CERTIFIED FINANCIAL PLANNER™ Practitioner and Investment Advisor Representative (IAR) with MML Investors Services, LLC. He earned a bachelor’s degree in economics from the College of the Holy Cross, and holds the Charted Financial Consultant (ChFC) designation from The American College. Jerry resides in Milton with his wife, Patty, and their three children, Jack, Cara, and Colleen - Jack recently joined the Synergy practice. Jerry is an avid supporter of Boston Children’s Hospital, PanMass Challenge/Dana Farber Cancer Institute, the Decibels Foundation, and Heading Home. He enjoys spending time on Cape Cod with his family and remains active in basketball, pickleball, softball, skiing, and tennis.

Richard Harwood, CLU, CAP®

Wealth Management Advisor, Special Care Planner

Richard J. Harwood, CLU, CAP®

Wealth Management Advisor, Special Care Planner

schedule an appointment with richard

With more than 30 years of experience, Richard Harwood develops personalized financial strategies for clients, with a focus on portfolio protection, estate planning, and retirement funding solutions for families and small businesses. He also specializes in Special Needs Planning, a highly specialized area that requires extensive training and expertise beyond the traditional financial planning process. Through his advocacy and guidance, he helps provide financial security and long-term planning solutions for families with special needs loved ones, both today and for generations to come.

A dedicated community leader, Rich serves as a Board Member and Director of The Arc of Northern Bristol County in Attleboro. His contributions have been recognized through numerous honors, including the 2007 Person of the Year Award from the Attleboro Area Chamber of Commerce and The Arc of Massachusetts Distinguished Citizen’s Award in 1998. He is also a national speaker on estate and financial planning strategies for families with special needs individuals, a member of Rotary International, and a recipient of the prestigious Paul Harris Fellow Award. In addition, he is a Life and Qualifying Member of the Million Dollar Round Table (MDRT).

A proud graduate of Bridgewater State College, Rich earned a degree in Health and Physical Education with a minor in Adaptive Physical Education. Outside of his professional career, he enjoys coaching high school football, golfing, and fishing. He and his wife have two sons, both graduates of Bryant University.

Mark Uzzell

Wealth Management Advisor. Financial Planner

Mark Uzzell

Wealth Management Advisor, FINANCIAL PLANNER

Since 2009, Mark has been dedicated to helping individuals and families define their financial goals and pursue lasting financial freedom. As a highly trained and licensed financial professional, he works closely with clients to develop personalized strategies tailored to their unique needs and aspirations. Mark is committed to serving as a lifelong resource, guiding clients through every stage of their financial journey with thoughtful advice and trusted support.

At Synergy Private Wealth, Mark leverages a collaborative, team-based approach, drawing on the collective expertise of his colleagues to design comprehensive and customized financial solutions. This approach ensures his clients benefit from a broad range of insights and strategies aligned with their long-term objectives.

Mark earned his Bachelor of Arts degree from Providence College. He remains actively involved with the Providence College Alumni organization and supports the New England Chapter of the Asthma and Allergy Foundation of America.

Outside of work, he enjoys staying active through pickleball, kayaking, and road biking, and most of all, spending quality time with his wife and two daughters.

Jack Facey

Financial Services Representative

Jack Facey

FINANCIAL Services representative

As a Financial Representative, Jack’s mission is to assist individuals, families and business owners in defining their financial goals and working toward financial freedom. Jack is trained and licensed to provide insurance and financial solutions to his clients and prospects. His goal is to become a lifelong resource to his clients, and Jack is dedicated to assisting them through the various stages of their financial lives. At Synergy Private Wealth, Jack can utilize the team approach and draw upon the wealth of knowledge of his associates to create custom designed financial strategies for his clients.

Jack holds a bachelor’s degree in economics from College of the Holy Cross, and is licensed for life, accident and health insurance. He lives in South Boston and enjoys playing golf, fishing, skiing, and spending time with friends and loved ones.

Lori Choate, FPQP®

Director of Client Services & Operations

Lori Choate client relations manager

Lori Choate

Director of Client Services & Operations

Working alongside Dusty for over 15 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.

Michelle Ducharme

Client Services Director

Michelle Ducharme

Client Services Director

Since 2013, Michelle Ducharme has worked alongside Jerry Facey to deliver an effortless, end-to-end experience for every client. Bringing three decades of experience in client-facing roles and professional training, she is deeply committed to being a part of assisting our clients achieve their long-term financial aspirations, while keeping things calm and organized along the way. Known for her exceptional standard of client relations, Michelle leverages frequent communication and a collaborative team approach. She helps ensure that every aspect of the client journey runs smoothly. Clients appreciate her warm, interactive style, which helps them feel comfortable, supported, and confident that their financial goals are in expert hands.

Outside of the office, Michelle loves spending quality time with family, cooking, baking, camping, cruises, and unwinding with a good binge-watch.

Jill Uzzell

Client Services Manager

Jill Uzzell

Client Services Manager

Since 2024, Jill has played a key role in coordinating the many moving pieces of the practice, helping ensure efficient operations and an exceptional client experience. She is passionate about working closely with clients to support their financial well-being, and fostering a transparent and positive environment that benefits both clients and colleagues alike.

Jill is dedicated to meeting each client’s unique needs, responding promptly to service requests, and maintaining the firm’s internal management systems. Her attention to detail and commitment to excellence contribute to improved efficiency and high-quality outcomes across all aspects of the firm’s operations.

Bringing a dynamic and well-rounded background, Jill offers a unique perspective shaped by her healthcare experience in Provider Relations, as a Business Analyst, and her time raising her three children. She holds a Bachelor of Arts in Healthcare Administration from Stonehill College and a Master of Public Health from Boston University.

Outside of work, Jill enjoys spending time with family and friends, cooking, and traveling.

Ashley Manocchia

Client Services Associate

Ashley Manocchia

Client Services Associate

As a Client Services Associate, Ashley supports clients and financial advisors by delivering personalized service and fostering a seamless client experience.

Before joining the team, Ashley worked at Charles Schwab, where she developed a strong foundation in client relationship management, operational excellence, and advisor support.

She earned a B.A. in Communications with a minor in Business Administration from Merrimack College in 2023. During her time at Merrimack, she served as President of the Women in Business Club and Social Chair of Theta Phi Alpha Sorority. She was also inducted into the National Society of Leadership and Success and holds a commission as a Massachusetts Notary Public.

Outside of work, Ashley resides in the MetroWest area and enjoys Pilates, cooking, and spending time on Martha's Vineyard.

Trey Lovell

Team Associate

Trey Lovell

Team Associate

As a Team Associate, Trey supports the firm's day-to-day operations and helps manage client relationships to ensure a smooth, responsive experience for everyone served. He brings strong attention to detail and a commitment to efficiency in every aspect of his role, helping to maintain a high standard of service and support.

Trey is currently an undergraduate at Boston College, pursuing a Bachelor of Arts in Mathematics, a Bachelor of Arts in Economics, and a Minor in Finance. Outside of work and academics, he enjoys wake surfing and golfing.

Abby Ladieu

Team Associate

Abby Ladieu

Team Associate

Abby Ladieu is a Team Associate supporting the firm's advisors in delivering personalized wealth management and family office services while completing her senior year at the University of Michigan, where she is pursuing a Bachelor of Science in Economics with a minor in Complex Systems. During the summer of 2026, she interned with Baystate Financial's Financial Planning Department while also working with Synergy Private Wealth, gaining firsthand experience in financial planning, wealth management, and client service. She will continue supporting Synergy Private Wealth on a part-time basis throughout her senior year.

Her academic interests include the intersection of finance and law, and she is especially drawn to estate planning because it combines technical problem-solving with helping families thoughtfully prepare for future generations.

As she begins her career, Abby is focused on building a strong foundation across all aspects of financial services before choosing an area of specialization. Outside of the office, she enjoys skiing, reading, traveling, and spending time with family and friends.

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