The Commonwealth Advanced Planning Team

Because the needs of our clients extend beyond the realm of their investment portfolios, we use Commonwealth’s financial planning specialists to assist us in addressing your complex financial situations. The Advanced Planning team consists of CFP® certificants, attorneys, and niche-credentialed professionals who are focused on meeting needs related to financial planning, including estate planning, taxation, business planning, elder care planning, social security, executive benefits, and concentrated stock – and all of the nuances that go into these areas.

Rose Watson, JD, MSEL
Director, Advanced Planning

Justin Duft, CFP®, JD, MSFS, CFP®, CLU®, ChFC®, CLTC
Manager, Advanced Planning

Maureen Baxter, MBA, CLU®, ChFC®
Advanced Planning Consultant

Patrick Noonan, CFP®
Advanced Planning Consultant

Whitney Drechsler, JD, LLM
Advanced Planning Consultant

Heather Zack
Advanced Planning Consultant

Olivia Zaiya, JD, MBA
Advanced Planning Consultant