Commonwealth Advanced Planning Team | Paragon Financial, LLC

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Our Process

Justin Duft, JD, CFP^®, CLU^®, ChFC^®, CLTC
Vice President, Advanced Planning

Our History

Heather Zack, JD, LLM, MSFP, CAP^®
Manager, Advanced Planning

Our Values

Martin Baker, CFP^®
Supervisor, Paraplanning & Advanced Planning Consultant

Our Process

David Haughton, JD
Team Lead, Advanced Planning

Our History

Krista Teegarden, CLU®, ChFC®, CSLP®, NSSA®
Senior Advanced Planning Consultant

Our Values

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

Our Process

Aric Jacobson, JD, LLM, CFP^®
Advanced Planning Consultant

Our History

Elizabeth Meyer, JD
Advanced Planning Consultant

Our Values

Rafael Bernard, CFP^®, MSFP
Advanced Planning Consultant

Anne Fontanet, BCL, LLM
Advanced Planning Consultant