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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
Vice President

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

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

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David Haughton, JD
Team Lead

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

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Maureen Baxter, MBA,
CLU®, ChFC®
Consultant

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Aric Jacobson, JD, LLM, CFP®
Consultant

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Elizabeth Meyer, JD
Consultant

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Rafael Bernard, CFP®, MSFP
Consultant

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Anne Fontanet, BCL, LLM
Consultant

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