CFN Advanced Planning Team

Mike Baum, CFP®

Advanced Planning Consultant

Keven DuComb, JD, MBA

Advanced Planning Consultant

Maureen Baxter, MBA, CLU®, ChFC®

Advanced Planning Consultant

Aric Jacobson, JD, LLM, CFP®

Advanced Planning Consultant

Anna Hays, JD, LLM

Advanced Planning Consultant

Krista Teegarden, CLU®, ChFC®, CSLP®

Senior Advanced Planning Consultant

David Haughton, JD

Team Lead, Advanced Planning

Martin Baker, CFP®

Supervisor, Paraplanning & Advanced Planning Consultant

Heather Zack, JD, LLM, MSFP, CAP®

Manager, Advanced Planning

Justin Duft, JD, CFP®, CLU®, ChFC®, CLTC

Vice President, Advanced Planning