COMPREHENSIVE FINANCIAL PLANNING AT EVERY TURN

Charitable planning, trusts, estates, and social security are just some of the areas we’re able to provide you with guidance through our partnership with Commonwealth Financial Network®, our Registered Investment Adviser–broker/dealer. This highly specialized team of Advanced Planning professionals is available to us as we serve your comprehensive financial planning needs.

MEET OUR ADVANCED PLANNING PARTNERS

Maureen Baxter, MBA, CLU®, ChFC®
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.

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Mike Baum, CFP®
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.

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Martin Baker, CFP®
Martin Baker, CFP®

Advanced Planning Consultant Serves as a resource on issues involving estate, trust, charitable, education, business, and social security planning strategies.

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

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David Haughton, JD
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.

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Anna Hays, JD, LLM
Anna Hays, JD, LLM

Advanced Planning Consultant Serves as a resource for advisors on financial planning issues, including business, education, estate, social security, and trust planning.

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Jacobson, JD, LLM, CFP®
Jacobson, JD, LLM, CFP®

Advanced Planning Consultant Serves as a resource for advisors on financial planning issues, including trust, estate, business, education, social security, and charitable planning.

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Krista Teegarden, CLU®, ChFC®, CSLP®
Krista Teegarden, CLU®, ChFC®, CSLP®

Advanced Planning Consultant Serves as a resource for advisors on issues involving estate, trust, charitable, education, business, deferred compensation and social security planning strategies.

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Keven DuComb, JD, MBA
Keven DuComb, JD, MBA

Advanced Planning Consultant Serves as a resource on issues involving estate, charitable, tax and education planning.

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