COMMONWEALTH PLANNING TEAM
Our partnership with Commonwealth Financial Network®, a leading independent broker/dealer, provides us access to a team of Advanced Planning specialists at Commonwealth who assist us in our efforts to provide you with the best possible service. You can learn more about this team below.
Justin Duft, CFP®, JD
Advanced Planning Consultant
Maureen Baxter
Advanced Planning Consultant
Heather Zack
Advanced Planning Consultant
