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

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

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Securities and advisory services offered through Commonwealth Financial Network®, www.FINRA.org / www.SIPC.org, a Registered Investment Adviser. Fixed insurance products and services offered through CES Insurance Agency.  This communication is strictly intended for individuals residing in the states of Alabama, Arizona, California, Colorado, Connecticut, Delaware, Florida, Georgia, Illinois, Indiana, Kentucky, Massachusetts, Maryland, Michigan, Nevada, North Carolina, New Jersey, New Hampshire, New York, Ohio, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, Washington, Washington D.C., Wisconsin. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services.  ​

© Benjamin & Company, LLC