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.

JustinDuft.jpg

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

Director, Advanced Planning

Baker_Martin_1559942031.png

Martin Baker
CFP®

Advanced Planning Consultant

Maureen_Baxter.jpg

Maureen Baxter
MBA, CLU®, ChFC®

Advanced Planning Consultant

david_haughton_bio_1523901573.jpg

David Haughton
JD

Advanced Planning Consultant

Jacobson_Aric_silo_2020-cropped_1600790190.jpg

Aric Jacobson
JD, LLM, CFP®

Advanced Planning Consultant

Zack_Heather_silo_2020_1600790099.jpg

Heather Zack
JD, LLM, MSFP, CAP®

Team Lead, Advanced Planning

mike-baum-bio_1607715229.png

Mike Baum
 
CFP®

Advanced Planning Consultant

DuComb_Keven_1559942019.png

Keven DuComb
JD, MBA

Advanced Planning Consultant

Anna-Hays_1492612714.jpg

Anna Hays
JD, LLM

Advanced Planning Consultant

Krista Teegarden_1559941745.jpg

Krista Teegarden
CLU®, ChFC®, CSLP®

Advanced Planning Consultant