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:
Justin Duft, JD, CFP®, CLU®, ChFC®, CLTC
Director, Advanced Planning
Heather Zack, JD, LLM, CAP®
Team Lead, Advanced Planning
Martin Baker, CFP®
Advanced Planning Consultant
Mike Baum, CFP®
Advanced Planning Consultant
Maureen Baxter, MBA, CLU®, ChFC®
Advanced Planning Consultant
Keven DuComb, JD, MBA Advanced Planning Consultant
David Haughton, JD
Advanced Planning Consultant
Anna Hays, JD, LLM
Advanced Planning Consultant
Aric Jacobson, JD, CFP®, LLM
Advanced Planning Consultant
Krista Teegarden, CLU®, ChFC®
Advanced Planning Consultant