Our partnership with Commonwealth Financial Network®, a leading independent broker/dealer, gives us access to a team of advanced planning specialists who can help us provide you the best possible service. Learn more about the Commonwealth team below.
Justin Duft, CFP®, JD, CFP®, MSFS, CLU®, ChFC®, CLTC
Manager, Advanced Planning
Justin Duft, CFP®, JD, CFP®, MSFS, CLU®, ChFC®, CLTC
Manager, Advanced Planning
- Provides support to advisors in all areas of financial planning, including trust, estate, tax, charitable, social security, business, insurance, and education planning
- Holds a BA in business administration from Northeastern University; an MSFS from the American College; and a JD, with a focus on estate, trust, and tax law, from New England Law Boston
- Holds the CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Life Underwriter®(CLU®), Chartered Financial Consultant® (ChFC®), and Certified in Long-Term Care (CLTC) designations, as well as Massachusetts life, accident, and health insurance licenses
- Holds FINRA Series 6, 7, 24, and 63 securities registrations
- Has prior experience in positions at Renaissance Insurance Group, John Hancock, and Ernst & Young
Maureen Baxter, MBA, CLU®, ChFC®
Advanced Planning Consultant
Maureen Baxter, MBA, CLU®, ChFC®
Advanced Planning Consultant
- Serves as a resource for advisors in all areas of financial planning, including executive benefits, as well as high-level insurance planning and social security, estate, and business planning
- Has an MBA from Plymouth State University
- Holds Chartered Life Underwriter® (CLU®) and Chartered Financial Consultant®(ChFC®) designations
- Has prior experience as a senior advanced marketing and sales development consultant at Life Marketing; has also worked at Western and Southern Financial Group, Lafayette Life Insurance Company, Lincoln Financial Group, and Jefferson Pilot Insurance Company
Whitney Drechsler, JD, LLM
Advanced Planning Consultant
Whitney Drechsler, JD, LLM
Advanced Planning Consultant
- Supports advisors in financial planning for their clients, including estate, charitable, and business planning, as well as high-net-worth strategies
- Holds a BBA in legal studies from the University of Miami; a JD from Thomas Jefferson School of Law; and an LLM (Master of Laws) in international tax and financial services with a certification in wealth management; is pursuing the CFP®certification
- Has prior experience as an estate planning attorney in Southern California
Patrick Noonan, CFP®
Advanced Planning Consultant
Patrick Noonan, CFP®
Advanced Planning Consultant
- Serves as a resource for advisors on issues involving stock option strategies, as well as education, retirement income, social security, estate, and business planning
- Holds a BS in finance from Fairfield University
- Holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification, FINRA Series 7 and 66 securities registrations and a life and health insurance license
- • Has prior experience advising clients on financial planning issues at Advest, Merrill Lynch, and Janney Montgomery Scott
Heather Zack
Advanced Planning Consultant
Heather Zack
Advanced Planning Consultant
- Serves as a resource for advisors on issues involving estate, charitable, tax, social security, and education planning
- Holds a bachelor’s degree from Endicott College and a JD from the University of San Diego; is currently pursuing an LLM (Master of Laws) in taxation with a focus on estate planning at Boston University
- Holds FINRA Series 7, 9, 10, and 63 securities registrations
- Has prior experience in positions at Bank of America Investment Services/Merrill Lynch and Investors Capital, as well as extensive operations experience at Commonwealth
Olivia Zaiya, JD, MBA
Advanced Planning Consultant
Olivia Zaiya, JD, MBA
Advanced Planning Consultant
- Supports advisors in all areas of financial planning, including business, tax, education, estate, social security, and retirement income planning
- Holds a BBA in business economics from University of San Diego and an MBA and JD from Syracuse University
- Is currently pursuing the CERTIFIED FINANCIAL PLANNER™ certification
- Has prior experience as a business attorney in Dallas, Texas
Anna Hays, JD, LLM
Advanced Planning Consultant
Anna Hays, JD, LLM
Advanced Planning Consultant
- Serves as a resource for advisors on financial planning issues, including business, education, estate, social security, and trust planning
- Holds a bachelor’s degree and JD from Duquesne University and an LLM in international human rights from the National University of Ireland
- Has prior experience working for the U.S. District Court for the Western District of Pennsylvania