Broker Check

Commonwealth Planning Team

Our partnership with Commonwealth Financial Network®, a Registered Investment Adviser–broker/dealer, gives us access to a team of advanced planning specialists who can help us provide you the best possible service.

Mike Baum, CFP®

Advanced Planning Consultant

Maureen Baxter, MBA, CLU®, ChFC®

Advanced Planning Consultant

David Haughton, JD

Advanced Planning Consultant

Anna Hays, JD, LLM

Advanced Planning Consultant

Heather Zack, JD

Advanced Planning Consultant

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

Contact Us