

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