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.
Justin Duft, JD, CFP®, CLU®, ChFC®, CLTC
Director, Advanced Planning
Heather Zack, JD, LLM, CAP®
Team Lead, Advanced Planning
Martin Baker, CFP®
Advanced Planning Consultant
Mike Baum, CFP®
Advanced Planning Consultant
Maureen Baxter, MBA, CLU®, ChFC®
Team Lead, Advanced Planning
Keven DuComb, JD, MBA
Advanced Planning Consultant
David Haughton, JD
Advanced Planning Consultant
Anna Hays, JD, LLM
Team Lead, Advanced Planning
Krista Teegarden, CLU®, ChFC®
Advanced Planning ConsultantResources for You
Webinars
Expand your financial literacy with valuable webinars developed by our experts. Learn about asset management, financial planning, and more.
Videos
Watch our videos to help get you started on your journey toward financial freedom. Learn actionable tips for responsible investing and insurance.
Calculators
Use our calculators to make informed decisions about your investments, retirement savings, automotive loans, mortgage, and personal finances.
