Commonwealth Advanced Planning Team

CFN Advanced Planning Team

Our partnership with Commonwealth Financial Network®, a leading independent broker/dealer, provides us access to a team of Advanced Planning specialists at Commonwealth who assist us in our efforts to provide you with the best possible service. You can learn more about this team below.


Rose Watson
Director, Advanced Planning

Justin Duft, CFP®, JD
Advanced Planning Consultant

Kol Birke
Senior Vice President, Technology and Financial Behavior Specialist

Maureen Baxter
Advanced Planning Consultant

Heather Zack
Advanced Planning Consultant

Patrick Noonan, CFP®
Advanced Planning Consultant

Olivia Zaiya
Advanced Planning Consultant