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.
![Duft_Justin_CBR_2011](https://yourdedicatedfiduciary.com/wp-content/uploads/2020/12/Duft_Justin_CBR_2011.jpg)
Justin Duft, JD, CFP®, CLU®, ChFC®, CLTC
Director, Advanced Planning
![Zack_Heather_silo_2019](https://yourdedicatedfiduciary.com/wp-content/uploads/2020/12/Zack_Heather_silo_2019-scaled.jpg)
Heather Zack, JD, LLM, CAP®
Team Lead, Advanced Planning
![Baker_Martin_silo_2019](https://yourdedicatedfiduciary.com/wp-content/uploads/2020/12/Baker_Martin_silo_2019-scaled.jpg)
Martin Baker, CFP®
Advanced Planning Consultant
![Baum_Michael_silo_2018](https://yourdedicatedfiduciary.com/wp-content/uploads/2020/12/Baum_Michael_silo_2018-scaled.jpg)
Mike Baum, CFP®
Advanced Planning Consultant
![Baxter_Maureen_silo_CBR_2014](https://yourdedicatedfiduciary.com/wp-content/uploads/2020/12/Baxter_Maureen_silo_CBR_2014.jpg)
Maureen Baxter, MBA, CLU®, ChFC®
Advanced Planning Consultant
![DuComb_Keven_silo_2019](https://yourdedicatedfiduciary.com/wp-content/uploads/2020/12/DuComb_Keven_silo_2019-scaled.jpg)
Keven DuComb, JD, MBA
Advanced Planning Consultant
![Haughton_David_silo_2018](https://yourdedicatedfiduciary.com/wp-content/uploads/2020/12/Haughton_David_silo_2018-scaled.jpg)
David Haughton, JD
Advanced Planning Consultant
![Hays_Anna_silo_2017](https://yourdedicatedfiduciary.com/wp-content/uploads/2020/12/Hays_Anna_silo_2017-scaled.jpg)
Anna Hays, JD, LLM
Advanced Planning Consultant
![Jacobson_Aric_silo_2020](https://yourdedicatedfiduciary.com/wp-content/uploads/2020/12/Jacobson_Aric_silo_2020.jpg)
Aric Jacobson, JD, CFP®, LLM
Advanced Planning Consultant
![Teegarden_Krista_2018](https://yourdedicatedfiduciary.com/wp-content/uploads/2020/12/Teegarden_Krista_2018.jpg)
Krista Teegarden, CLU®, ChFC®
Advanced Planning Consultant