ADVANCED PLANNING TEAM

Benjamin & Company is supported through our integrated operational and professional partnership with the Commonwealth Financial Network® — the nation’s largest privately owned Independent Registered Investment Adviser and Broker/Dealer.  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 our team:

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Justin Duft, JD, CFP®, CLU®, ChFC®, CLTC
Director, Advanced Planning

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Heather Zack, JD, LLM, CAP®
Team Lead, Advanced Planning

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Martin Baker, CFP®
Advanced Planning Consultant

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Mike Baum, CFP®
Advanced Planning Consultant

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Maureen Baxter, MBA, CLU®, ChFC®
Advanced Planning Consultant

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Keven DuComb, JD, MBA Advanced Planning Consultant

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David Haughton, JD
Advanced Planning Consultant

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Anna Hays, JD, LLM
Advanced Planning Consultant

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Aric Jacobson, JD, CFP®, LLM
Advanced Planning Consultant

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Krista Teegarden, CLU®, ChFC®
Advanced Planning Consultant