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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.

Gary S. Williams, CFP®, CRPC®, AIF® has been named to the 2024 Forbes Best-In-State Wealth Advisors, created by SHOOK Research. Presented in April 2024 based on data gathered from June 2022 to June 2023. 23,876 were considered, 8,507 advisors were recognized. Not indicative of advisor’s future performance. Your experience may vary. For more information, click here.

Wealth Management Team

CFP®, CRPC®, AIF® Founder & CEO
CFP® Vice President Wealth Management & Senior Financial Planner
CFP®, AIF® Senior Financial Advisor
CFA®, CFP® Senior Financial Planner & Chairman of Investment Committee
Director of Operations
Vice President – HR & Executive Assistant to President
Senior Client Service Associate
Client Service Associate
Client Service Associate

CFN Investment & Research Team

CFA® Managing Principal, Investment Management and Research
CFA®, CAIA, MAI Managing Principal and Chief Investment Officer
CFA®, CFP®, CAIA Senior Vice President, Investment Management and Research
CFA® Research Analyst, Real Assets
CFA® Manager, Fixed Income
CAIA® Manager, Alternatives
Platform Manager, Investment Management and Research
Research Associate, Investment Management and Research
Portfolio Manager, Fixed Income
Research Associate, Investment Management and Research
Portfolio Manager, Investment Management and Research
Senior Research Analyst, Equity
CFA®, CAIA® Senior Research Analyst, Equity
CIMA® Manager, Investment Management and Research
CFA®, CAIA®, CMT®, ERP®, FRM® Manager, Investment Due Diligence – Investment Management and Research
CFA®, CAIA® Vice President, Alternative Investments
CFA® Vice President, Equity Research

CFN Advanced Planning

Justin Duft

JD, CFP®, CLU®, ChFC®, MSFS® Vice President, Advanced Planning

Heather Zack

JD, LLM, MSFP, CAP® Manager, Advanced Planning

Krista Teegarden

CLU®, ChFC®, CPWA®, CSLP®, NSSA® Senior Advanced Planning Consultant

Elizabeth Meyer

JD® Advanced Planning Consultant

Anne Fontanet

BCL®, LLM® Advanced Planning Consultant

Rafael Bernard

CFP®, MSFP® Advanced Planning Consultant

Maureen Baxter

MBA, CLU®, ChFC® Advanced Planning Consultant

David Haughton

JD Team Lead, Advanced Planning

Aric Jacobson

JD®, LLM®, CFP®,CEP® Advanced Planning Consultant

Martin Baker

CFP® Supervisor, Paraplanning & Advanced Planning Consultant