COMMONWEALTH ADVANCED PLANNING TEAM

Our partnership with Commonwealth Financial Network®, a leading Registered Investment Adviser–broker/dealer, gives us access to a team of advanced planning specialists who can help us provide you the best possible service.

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

Director, Advanced Planning
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  • Responsible for the strategic direction of the department, as well as providing a resource for advisors on issues involving trust, estate, tax, charitable, social security, business, insurance, and education planning
  • Holds the CERTIFIED FINANCIAL PLANNER™ professional certification and the Chartered Life Underwriter® (CLU®), Chartered Financial Consultant® (ChFC®), and Certified in Long-Term Care (CLTC) designations, as well as Massachusetts life, accident, and health insurance licenses
  • Holds the FINRA Series 6, 7, 24, and 63 securities registrations
  • Earned a BS in business administration from Northeastern University; an MSFS from the American College of Financial Services; and a JD, with a focus on estate, trust, and tax law, from New England Law Boston
  • Has prior experience in positions at Renaissance Insurance Group, John Hancock, and Ernst & Young

Heather Zack, JD, LLM, MSFP, CAP®

Team Lead, Advanced Planning
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  • Serves as a resource for advisors on issues involving estate, charitable, tax, social security, and education planning
  • Holds the Certified Advisor in Philanthropy® (CAP®) certification as well as the FINRA Series 7, 9, 10, and 63 securities registrations
  • Earned a bachelor’s degree from Endicott College; a JD from the University of San Diego; an LLM (Master of Laws) in taxation with a focus on estate planning from Boston University; and an MS in financial planning from Bentley University
  • Has prior experience in positions at Bank of America Investment Services/Merrill Lynch and Investors Capital, as well as extensive operations experience at Commonwealth

Martin Baker, CFP®

Advanced Planning Consultant
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  • Serves as a resource on issues involving estate, trust, charitable, education, business, and social security planning strategies
  • Holds the CERTIFIED FINANCIAL PLANNER™ professional certification and the FINRA Series 7 and 66 securities registrations
  • Earned a bachelor’s degree in finance from Bentley University
    Previously held several positions at Fidelity and UBS

Mike Baum, CFP®

Advanced Planning Consultant
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  • Serves as a resource for our advisors on issues involving financial planning software and charitable, tax, education, and social security planning
  • Holds the CERTIFIED FINANCIAL PLANNER™ professional certification and the FINRA Series 7, 24, and 66 securities registrations
  • Earned a bachelor’s degree in business administration from the University of Connecticut School of Business  
  • Previously held several leadership roles on Commonwealth’s data integrity team, most recently as supervisor of the group

Maureen Baxter, MBA, CLU®, ChFC®

Advanced Planning Consultant
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  • Serves as a resource for advisors in all areas of financial planning, including executive benefits, as well as high-level insurance planning and social security, estate, and business planning
  • Holds the Chartered Life Underwriter® (CLU®) and Chartered Financial Consultant® (ChFC®) designations
  • Earned an MBA from Plymouth State University
  • Has prior experience as an assistant vice president of advanced sales and sales development at Lincoln Financial Group; has also worked at Western and Southern Financial Group, Lafayette Life Insurance Company, and Jefferson Pilot Insurance Company

Keven DuComb, JD, MBA

Advanced Planning Consultant
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  • Serves as a resource on issues involving estate, charitable, tax and education planning
  • Earned a BBA, an MBA, and a JD from the University of Michigan
  • Has prior experience as an estate planning attorney and personal trust advisor

David Haughton, JD

Advanced Planning Consultant
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  • Serves as a resource for advisors on financial planning issues, including trust, estate, business, education, social security, and charitable planning
  • Earned a bachelor’s degree from the University of Massachusetts and a JD from the Massachusetts School of Law
  • Is admitted to the Commonwealth of Massachusetts bar and the State of New Hampshire bar 
  • Was a practicing estate planning attorney

Anna Hays, JD, LLM

Advanced Planning Consultant
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  • Serves as a resource for advisors on financial planning issues, including business, education, estate, social security, and trust planning
  • Earned a bachelor’s degree and a JD from Duquesne University and an LLM (Master of Laws) in international human rights from the National University of Ireland
  • Is currently pursuing the CERTIFIED FINANCIAL PLANNER™ professional certification
  • Has prior experience working for the U.S. District Court for the Western District of Pennsylvania

Aric Jacobson, JD, LLM, CFP®

Advanced Planning Consultant
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  • Serves as a resource for advisors on financial planning issues, including trust, estate, business, education, social security, and charitable planning
  • Earned a bachelor’s degree from Tulane University, a JD from Tulane University School of Law, and an LLM in taxation from New York University School of Law
  • Member of the New York State Bar (retired) and American Bar Association

Krista Teegarden, CLU®, ChFC®, CSLP®

Advanced Planning Consultant
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  • Serves as a resource for advisors on issues involving estate, trust, charitable, education, business, deferred compensation and social security planning strategies.
  • Holds the Chartered Financial Consultant (ChFC®) and Chartered Life Underwriter (CLU®) designations, as well as the FINRA Series 7 securities registration and California life, accident, and health insurance licenses
  • Earned a bachelor’s degree in finance from Biola University
  • Has prior experience conducting research and analysis and implementing advanced estate and business strategies with independent advisors 

Address

201 American Concourse, Suite 310, Fort Worth, TX 76106

Phone

682-224-4001

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This communication is strictly intended for individuals residing in the state of TX. 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. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Privacy . Copyright © 2021