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.

Planning Team

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

Director, Advanced Planning

Responsible for the strategic direction of the department, as well as providing a resource for advisors on issues involving trust, estate, tax, charitable, social security, business, insurance, and education planning Holds the...

Heather Zack, JD, LLM, CAP®

Team Lead, Advanced Planning

Serves as a resource for advisors on issues involving estate, charitable, tax, social security, and education planning Holds the Certified Advisor in Philanthropy® (CAP®) certification as well as the FINRA Series 7, 9, 10, and...

Martin Baker, CFP®

Advanced Planning Consultant

Serves as a resource on issues involving estate, trust, charitable, education, business, and social security planning strategies Holds the CERTIFIED FINANCIAL PLANNER™ professional certification and the FINRA Series 7 and 66...

Mike Baum, CFP®

Advanced Planning Consultant

Serves as a resource for our advisors on issues involving financial planning software and charitable, tax, education, and social security planning Holds the CERTIFIED FINANCIAL PLANNER™ professional certification and the FINRA...

Maureen Baxter, MBA, CLU®, ChFC®

Advanced Planning Consultant

Serves as a resource for advisors in all areas of financial planning, including executive benefits, as well as high-level insurance planning and social security, estate, and business planning Holds the Chartered Life Underwriter®...

Keven DuComb, JD, MBA

Advanced Planning Consultant

Serves as a resource on issues involving estate, charitable, tax and education planning Earned a BBA, an MBA, and a JD from the University of Michigan Has prior experience as an estate planning attorney and personal trust advisor

David Haughton, JD

Advanced Planning Consultant

Serves as a resource for advisors on financial planning issues, including trust, estate, business, education, social security, and charitable planning Earned a bachelor’s degree from the University of Massachusetts and a JD from...

Anna Hays

Advanced Planning Consultant

Serves as a resource for advisors on financial planning issues, including business, education, estate, social security, and trust planning Earned a bachelor’s degree and a JD from Duquesne University and an LLM (Master of Laws)...

Krista Teegarden

Advanced Planning Consultant

Serves as a resource for advisors on issues involving estate, trust, charitable, education, business, deferred compensation and social security planning strategies. Holds the Chartered Financial Consultant (ChFC®) and Chartered...