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.
Justin Duft, JD, CFP®, CLU®, ChFC®, MSFS®
Vice President, Advanced Planning
Heather Zack, JD, LLM, MSFP, CAP®
Director, High Net Worth
Martin Baker, CFP®, CPWA®
Manager, Advanced Planning and Paraplanning
Krista Teegarden, CLU®, ChFC®, CPWA®, CSLP®, NSSA®
Team Lead, Advanced Planning
Aric Jacobson, JD, LLM, CFP®, CEP
Advanced Planning Consultant
Anne Fontanet, BCL, LLM, Enrolled Agent
Advanced Planning Consultant
Daniel Tocci, JD
Advanced Planning Consultant
Morgan Macchiarulo, JD
Advanced Planning Consultant
Ivan Lancaster, JD
Advanced Planning Consultant