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.

gavin morrissey
Gavin Morrissey
Senior Vice President,
Wealth Management
Rose Watson
Rose Watson
Manager,
Advanced Planning
Justin Duft, CFP
Justin Duft, CFP®, JD
Advanced Planning Consultant
Kol Birke
Kol Birke
Senior Vice President,
Wealth Management
Maureen Baxter
Maureen Baxter
Advanced Planning Consultant
Heather Zack
Heather Zack
Advanced Planning Consultant

AZ,CA,FL,IL,NM,PA,SD.
No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements
regarding investment products and services.

Securities and advisory services offered through Commonwealth Financial Network®.
Member FINRA, SIPC, a Registered Investment Adviser.