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.
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Justin Duft, JD, CFP®, CLU®, ChFC®, MSFS®
Vice President, Advanced Planning
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Heather Zack, JD, LLM, MSFP, CAP®
Manager, Advanced Planning
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Maureen Baxter, MBA, CLU®, ChFC®
Advanced Planning Consultant
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David Haughton, JD
Team Lead, Advanced Planning
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Martin Baker, CFP®
Supervisor, Paraplanning & Advanced Planning Consultant
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Krista Teegarden, CLU®, ChFC®, CSLP®, NSSA®, CPWA®
Senior Advanced Planning Consultant
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Aric Jacobson, JD, LLM, CFP®,CEP
Advanced Planning Consultant
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Elizabeth Meyer, JD
Advanced Planning Consultant
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Rafael Bernard, CFP®, MSFP®
Advanced Planning Consultant
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Anne Fontanet, BCL, LLM, Enrolled Agent
Advanced Planning Consultant
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Mike Simolo, JD
Advanced Planning Consultant