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
