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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 states of CA, CO, FL, IL, MA, MI, NC, NY, OH, OK, OR, RI, TX, VA, WI. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser.

Legacy Wealth Partners

3053 Miller Road, Ann Arbor, MI 48103

P 734.436.8150 

©2024  Legacy Wealth Partners

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