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 our team:
Ben White, AIF®
Financial Advisor
Partner, Benco Union Advisors
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®, CPWA®
Senior Consultant
Maureen Baxter, MBA,
CLU®, ChFC®
Consultant
Aric Jacobson, JD, LLM, CFP®, CEP®
Consultant
Elizabeth Meyer, JD
Consultant
Rafael Bernard, CFP®, MSFP®
Consultant
Anne Fontanet, BCL, LLM
Enrolled Agent as Consultant