Our Planning Team

Our Planning Team

s our client, you benefit from a dedicated, full-time team of investment research professionals who specialize in areas ranging from alternative investments to equities and beyond. Through our partnership with Commonwealth Financial Network^®, our Registered Investment Adviser–broker/dealer, we have access to an extended office that provides us with timely research, market insights, and guidance for our clients—you!

Heather Zack

Heather Zack, JD, LLM, MSFP, CAP®

Team Lead, Advanced Planning

Justin Duft

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

Director, Advanced Planning

Martin Baker

Martin Baker, CFP®

Advanced Planning Consultant

Mike Baum

Mike Baum, CFP®

Advanced Planning Consultant

Maureen Baxter

Maureen Baxter, MBA, CLU®, ChFC®

Advanced Planning Consultant

Keven DuComb

Keven DuComb, JD, MBA

Advanced Planning Consultant

David Haughton

David Haughton, JD

Advanced Planning Consultant

Anna Hays

Anna Hays, JD, LLM

Advanced Planning Consultant

Aric Jacobson

Aric Jacobson, JD, LLM, CFP®

Advanced Planning Consultant

Krista Teegarden

Krista Teegarden, CLU®, ChFC®, CSLP®

Advanced Planning Consultant

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