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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:

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Justin Duft, JD, CFP®, CLU®, ChFC®, CLTC
Vice President, Advanced Planning

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Heather Zack, JD,
LLM, MSFP, CAP®

Manager, Advanced Planning

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

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Krista Teegarden, CLU®, ChFC®,
CSLP®, NSSA®, CPWA®

Senior Advanced Planning Consultant

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Daniel Tocci, JD
Advanced Planning Consultant

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

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Morgan Macchiarulo, JD
Advanced Planning Consultant

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Anne Fontanet, BCL, LLM
Advanced Planning Consultant

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Ivan Lancaster, JD
Advanced Planning Consultant

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2929 Arch Street, Suite 1700, Philadelphia, PA 19104
(215) 315-0097  |  info@bencoadvisors.com

Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth.

The Financial Advisors associated with this website may discuss and/or transact business only with residents of states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Please check BrokerCheck for a list of current registrations.

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Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security.​

© Benjamin & Company, LLC

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