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

Download Free eBook

The Millionaire’s Guide to Hiring the Right Financial Advisor

Get the inside scoop from an industry expert. Looking for the best financial advisor for you? What are the right questions to ask when hiring a financial advisor? Is there something more your financial advisor could be doing for you?

Check your email for your download link.