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®, MSFS®
Vice President, Advanced Planning
Heather Zack, JD, LLM, MSFP, CAP®
Manager, Advanced Planning
Maureen Baxter, MBA, CLU®, ChFC®
Advanced Planning Consultant
Martin Baker, CFP®
Supervisor, Paraplanning & Advanced Planning Consultant
Krista Teegarden, CLU®, ChFC®, CSLP®, NSSA®, CPWA®
Senior Advanced Planning Consultant
Aric Jacobson, JD, LLM, CFP®, CEP
Advanced Planning Consultant
Anne Fontanet, BCL, LLM, Enrolled Agent
Advanced Planning Consultant