203-924-5420

Commonwealth Advanced Planning Team

Commonwealth Advanced Planning Teamtargetretire2025-06-20T00:58:44-04:00

Target Retirement Solutions takes pride in partnering with the professionals of the Commonwealth Advanced Planning Team. Offer cutting-edge strategies and solutions for financial and retirement planning requirements that cater to businesses’ specific needs by optimizing benefits and mitigating risks effectively.

Justin Duft, JD, CFP®, CLU®, ChFC®, MSFS®

Vice President, Advanced Planning

Heather Zack, JD, LLM, MSFP, CAP®

Director, High Net Worth

Martin Baker, CFP®, CPWA®

Manager, Advanced Planning and Paraplanning

Krista Teegarden, CLU®, ChFC®, CPWA®, CSLP®, NSSA®

Team Lead, Advanced Planning

Aric Jacobson, JD, LLM, CFP®, CEP

Advanced Planning Consultant

Anne Fontanet, BCL, LLM, Enrolled Agent

Advanced Planning Consultant

Daniel Tocci, JD

Advanced Planning Consultant

Morgan Macchiarulo, JD

Advanced Planning Consultant

Ivan Lancaster, JD

Advanced Planning Consultant

Let’s connect.

We’re ready to start planning your future whenever you are.
Reach out to our team to begin.

The Financial Advisor(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Please check BrokerCheck for a list of current registrations.

Securities and advisory services offered through Commonwealth Financial Network^®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network^®.

Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security.

DiMatteo Group Financial Servicese

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Feedback and Contact

We welcome your feedback. If you experience any accessibility barriers or have suggestions for improvement, please contact us: 203-924-5420 email: info@dimatteofinancial.com. We are committed to reviewing all inquiries and aim to respond within 3–5 business days. If you require assistance accessing any part of this website, we are happy to provide support through alternative channels upon request. Last updated: November 21, 2025

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