Meet the Team
Our team sincerely appreciates the opportunity we’ve had to work with some clients for more than 30 years. The relationships that we have established with these clients illustrate our focus on building long-term partnerships that are mutually beneficial and that provide “Financial Solutions for Life.”
Justin DuftDirector, Advanced Planning, JD, CFP®, CLU®, ChFC®, CLTC
Heather ZackTeam Lead, Advanced Planning, JD, LLM, CAP®
Martin BakerAdvanced Planning Consultant, CFP®
Mike BaumAdvanced Planning Consultant, CFP®
Maureen BaxterAdvanced Planning Consultant, MBA, CLU®, ChFC®
Keven DuCombAdvanced Planning Consultant, JD, MBA
David HaughtonAdvanced Planning Consultant, JD
Anna HaysAdvanced Planning Consultant, JD, LLM
Krista TeegardenAdvanced Planning Consultant, CLU®, ChFC®
By working with us, we hope you will find peace of mind in knowing that you are making the right financial decisions.
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Schedule a Meeting.