CFN Planning Team

CFN Planning Team

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 the Team

Anna Hays

Anna Hays
^{JD, LLM}

Advanced Planning Consultant

Aric Jacobson

Aric Jacobson
^{JD, LLM, CFP®}

Advanced Planning Consultant

David Haughton

David Haughton
^JD

Advanced Planning Consultant

Heather Zack

Heather Zack
^{JD, LLM, MSFP, CAP®}

Team Lead, Advanced Planning

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

Justin Duft
^{JD, CFP®, CLU®, ChFC®, CLTC}

Director, Advanced Planning

Keven DuComb

Keven DuComb
^{JD, MBA}

Advanced Planning Consultant

Krista Teegarden

Krista Teegarden
^{CLU®, ChFC®, CSLP®}

Advanced Planning Consultant

Martin Baker

Martin Baker
^CFP®

Advanced Planning Consultant

Maureen baxter

Maureen baxter
^{MBA, CLU®, ChFC®}

Advanced Planning Consultant