

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
Vice President

Heather Zack, JD,
LLM, MSFP, CAP®
Manager

Martin Baker, CFP®
Supervisor, Paraplanning &
Advanced Planning Consultant

David Haughton, JD
Team Lead

Krista Teegarden, CLU®, ChFC®,
CSLP®, NSSA®
Senior Consultant

Maureen Baxter, MBA,
CLU®, ChFC®
Consultant

Aric Jacobson, JD, LLM, CFP®
Consultant
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Elizabeth Meyer, JD
Consultant

Rafael Bernard, CFP®, MSFP
Consultant

Anne Fontanet, BCL, LLM
Consultant