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Commonwealth Advanced Planning Team

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.

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Justin Duft
JD, CFP®, CLU®, ChFC®, CLTC

Director, Advanced Planning

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Martin Baker
CFP®

Advanced Planning Consultant

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Maureen Baxter
MBA, CLU®, ChFC®

Advanced Planning Consultant

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David Haughton
JD

Advanced Planning Consultant

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Aric Jacobson
JD, LLM, CFP®

Advanced Planning Consultant

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Heather Zack
JD, LLM, MSFP, CAP®

Team Lead, Advanced Planning

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Mike Baum
 
CFP®

Advanced Planning Consultant

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Keven DuComb
JD, MBA

Advanced Planning Consultant

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Anna Hays
JD, LLM

Advanced Planning Consultant

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Krista Teegarden
CLU®, ChFC®, CSLP®

Advanced Planning Consultant

This communication is strictly intended for individuals residing in the United States.

 

Advisory Services offered through Commonwealth Financial Network®, a Registered Investment Adviser. 

 

Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security.

 

Form CRS: Client Relationship Summary


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Legacy Wealth Partners

3053 Miller Road, Ann Arbor, MI 48103

P 734.436.8150 - support@YourLWP.com

©2025 Legacy Wealth Partners

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