Our partnership with Commonwealth Financial Network®, a leading Registered Investment Adviser–broker/dealer, gives us access to a team of advanced planning specialists who can help us provide you the best possible service.

Justin Duft, JD, CFP®, CLU®, ChFC®, CLTC
Vice President, Advanced Planning

Heather Zack, JD, LLM, MSFP, CAP®
Manager, Advanced Planning

Martin Baker, CFP®
Supervisor, Paraplanning & Advanced Planning Consultant

Maureen Baxter, MBA, CLU®, ChFC®
Advanced Planning Consultant

David Haughton, JD
Team Lead, Advanced Planning

Aric Jacobson, JD, LLM, CFP®
Advanced Planning Consultant

Krista Teegarden, CLU®, ChFC®, CSLP® NSSA®
Senior Advanced Planning Consultant

Elizabeth Meyer, JD
Advanced Planning Consultant

Rafael Bernard, CFP®, MSFP
Advanced Planning Consultant

Anne Fontanet, BCL, LLM
Advanced Planning Consultant