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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

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