The Advanced Planning team is our go-to resource for wealth management and financial planning expertise that addresses your complex financial situations. Team members can research technical issues and coordinate the expertise of other Commonwealth specialists to help us provide you with nuanced customized solutions, from risk management and investment taxation to charitable giving, estate planning, executive benefits, concentrated stock, and more. Additional information about the team is provided below.

Our Process

Justin Duft, JD, CFP®, CLU®, ChFC®, CLTC
Vice President, Advanced Planning

Our History

Heather Zack, JD, LLM, MSFP, CAP®
Manager, Advanced Planning

Our Values

Martin Baker, CFP®
Supervisor, Paraplanning & Advanced Planning Consultant

Our Process

David Haughton, JD
Team Lead, Advanced Planning

Our History

Krista Teegarden, CLU®, ChFC®, CSLP®, NSSA®
Senior Advanced Planning Consultant

Our Values

Maureen Baxter, MBA, CLU®, ChFC®
Advanced Planning Consultant

Our Process

Aric Jacobson, JD, LLM, CFP®
Advanced Planning Consultant

Our History

Elizabeth Meyer, JD
Advanced Planning Consultant

Our Values

Rafael Bernard, CFP®, MSFP
Advanced Planning Consultant

Our Process

Anne Fontanet, BCL, LLM
Advanced Planning Consultant

Our History


Our Values