Charitable planning, trusts, estates, and social security are just some of the areas we’re able to provide you with guidance through our partnership with Commonwealth Financial Network®, our Registered Investment Adviser–broker/dealer. This highly specialized team of Advanced Planning professionals is available to us as we serve your comprehensive financial planning needs.

Justin Duft, JD, CFP®, CLU®, ChFC®, CLTC
Vice President, Advanced Planning

Heather Zack, JD, LLM, MSFP, CAP®
Manager, Advanced Planning

Martin Baker, CFP®
Supervisor, Paraplanning & Advanced Planning Consultant

David Haughton, JD
Team Lead, Advanced Planning

Krista Teegarden, CLU®, ChFC®, CSLP®, NSSA®
Senior Advanced Planning Consultant

Maureen Baxter, MBA, CLU®, ChFC®
Advanced Planning Consultant

Aric Jacobson, JD, LLM, CFP®
Advanced Planning Consultant

Elizabeth Meyer, JD
Advanced Planning Consultant

Rafael Bernard, CFP®, MSFP
Advanced Planning Consultant

Anne Fontanet, BCL, LLM
Advanced Planning Consultant