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

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