Advanced Planning Team
Our partnership with Commonwealth Financial Network® — a leading Registered Investment Adviser — allows us to integrate a team of advanced planning specialists who help us bring you maximum value.
Advanced Planning Team
Our partnership with Commonwealth Financial Network — a leading Registered Investment Adviser — allows us to integrate a team of advanced planning specialists who help us bring you maximum value.
Justin Duft, JD, CFP®, CLU®, ChFC®, CLTC
Director, Advanced Planning
Heather Zack, JD, LLM, CAP®
Team Lead, Advanced Planning
Martin Baker, CFP®
Advanced Planning Consultant
Mike Baum, CFP®
Advanced Planning Consultant
Maureen Baxter, MBA, CLU®, ChFC®
Advanced Planning Consultant
Keven DuComb, JD, MBA
Advanced Planning Consultant
David Haughton, JD
Advanced Planning Consultant
Anna Hays, JD, LLM
Advanced Planning Consultant
Aric Jacobson, JD, CFP®, LLM
Advanced Planning Consultant
Krista Teegarden, CLU®, ChFC®
Advanced Planning Consultant