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®

Heather Zack

Director, High Net Worth

JD, LLM, MSFP, CAP®

Martin Baker

Manager, Advanced Planning

Paraplanning • CFP®, CPWA®

Krista Teegarden

Team Lead, Advanced Planning

JD, CFP®, CLU®, ChFC®, MSFS®

Aric Jacobson

Advanced Planning Consultant

JD, LLM, CFP®, CEP

Anne Fontanet

Advanced Planning Consultant

BCL, LLM, Enrolled Agent

Daniel Tocci

Advanced Planning Consultant

Morgan Macchiarulo

Advanced Planning Consultant

Ivan Lancaster

Advanced Planning Consultant