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