Meet Our Team of
Financial Professionals
A truly collaborative team of financial advisors, financial planners, and investment specialists, we’re adept in helping you tackle a broad range of needs — from retirement income, education, estate, tax, and insurance planning to the efficient management of tax-smart investment portfolios. The most talented team is not enough for our high standards. We are mindful of providing attentive service: we purposefully monitor our staff-to-client ratio, allowing us to give each client the dedicated attention and service they deserve.
Additionally, the Commonwealth Financial Network® Investment Research and Advanced Planning teams consist of more than 50 professionals with the CFA®, CFP®, ChFC®, or JD certification/designation. These experts act as an extension of our own team; supporting us in delivering tailored guidance. Working together collectively, we’ll help ensure that even the smallest details of your financial life are properly addressed.
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Wealth Management Team
CFN Investment & Research Team
CFN Advanced Planning
![](https://www.williamsassetmanagement.com/wp-content/uploads/2023/09/Justin-Duft-555x740.jpg)
Justin Duft
JD, CFP®, CLU®, ChFC®, MSFS® Vice President, Advanced Planning![](https://www.williamsassetmanagement.com/wp-content/uploads/2023/09/Heather-Zack-555x740.jpg)
Heather Zack
JD, LLM, MSFP, CAP® Manager, Advanced Planning![](https://www.williamsassetmanagement.com/wp-content/uploads/2023/10/Krista-Teegarden-555x740.jpg)
Krista Teegarden
CLU®, ChFC®, CPWA®, CSLP®, NSSA® Senior Advanced Planning Consultant![](https://www.williamsassetmanagement.com/wp-content/uploads/2023/10/Elizabeth-Meyer-555x740.jpg)
Elizabeth Meyer
JD® Advanced Planning Consultant![](https://www.williamsassetmanagement.com/wp-content/uploads/2023/10/Anne-Fontanet-555x740.jpg)
Anne Fontanet
BCL®, LLM® Advanced Planning Consultant![](https://www.williamsassetmanagement.com/wp-content/uploads/2023/10/Rafael-Bernard-555x740.jpg)
Rafael Bernard
CFP®, MSFP® Advanced Planning Consultant![](https://www.williamsassetmanagement.com/wp-content/uploads/2023/10/Maureen-Baxter-555x740.jpg)
Maureen Baxter
MBA, CLU®, ChFC® Advanced Planning Consultant![](https://www.williamsassetmanagement.com/wp-content/uploads/2023/09/David-Haughton-555x740.jpg)
David Haughton
JD Team Lead, Advanced Planning![](https://www.williamsassetmanagement.com/wp-content/uploads/2023/10/Aric-Jacobson-555x740.jpg)
Aric Jacobson
JD®, LLM®, CFP®,CEP® Advanced Planning Consultant![](https://www.williamsassetmanagement.com/wp-content/uploads/2023/09/Martin-Baker-555x740.jpg)