COMMONWEALTH ADVANCED PLANNING TEAM
Benjamin & Company is supported through our integrated operational and professional partnership with the Commonwealth Financial Network® — Commonwealth is a Registered Investment Adviser that helps independent advisors like us serve their clients. The Advanced Planning Team provides sophisticated retirement planning to solve the needs of our clients and their employees. We are committed to ensuring employees receive the education and support they need to feel confident about achieving their retirement goals. Meet the team:
Justin Duft, JD, CFP®, CLU®, ChFC®, CLTC
Vice President, Advanced Planning
Heather Zack, JD,
LLM, MSFP, CAP®
Manager, Advanced Planning
Martin Baker, CFP®
Supervisor, Paraplanning &
Advanced Planning Consultant
Krista Teegarden, CLU®, ChFC®,
CSLP®, NSSA®, CPWA®
Senior Advanced Planning Consultant
Daniel Tocci, JD
Advanced Planning Consultant
Aric Jacobson, JD, LLM, CFP®, CEP®
Advanced Planning Consultant
Morgan Macchiarulo, JD
Advanced Planning Consultant
Anne Fontanet, BCL, LLM
Advanced Planning Consultant
Ivan Lancaster, JD
Advanced Planning Consultant