Extended Team

Planning

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 the best possible service.

Justin Duft

Vice President, Advanced Planning

JD, CFP®, CLU®, ChFC®, MSFS®

Krista Teegarden

Team Lead, Advanced Planning

CLU®, ChFC®, CPWA®, CSLP®, NSSA®, CEPA®

Anne Fontanet

Advanced Planning Consultant

BCL, LLM, CPWA®, Enrolled Agent

Aric Jacobson

Advanced Planning Consultant

JD, LLM, CFP®, CEP, TPCP®

Bryan Fecteau

Advanced Planning Consultant

Michael Baum

Supervisor, Paraplanning & Consultant, Advanced Planning