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