Our Team
Experience the power of a team rather than just one individual.
As a fiduciary wealth manager in Danvers, MA, we provide you with highly personalized, hands-on financial advice you’d expect from a family firm supported by the resources of a national network. This way, you get exceptional quality and value.
We embrace a “clients-first” approach every day. We’re keenly aware of the costs and taxes tied to your investments. When you partner with us, you’ll benefit from the expertise of a seasoned team of Danvers financial advisors. Get to know our team today.
Our Team
Our Affiliates
Through our partnership with Commonwealth Financial Network®, we collaborate with their specialists to deliver highly specialized solutions, covering everything from risk management and investment taxation to charitable giving, estate planning, executive benefits, concentrated stock, and more.
Advance Planning Professionals
The Advanced Planning team is our go-to resource for wealth management and financial planning expertise that address your complex financial situations. Team members can research technical issues and coordinate the expertise of other Commonwealth specialists to help us provide you with nuanced customized solutions, from risk management and investment taxation to charitable giving, estate planning, executive benefits, concentrated stock, and more.
Justin Duft, JD, CFP®, CLU®, ChFC®, CLTC
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
Maureen Baxter, MBA, CLU®, ChFC®
Advanced Planning Consultant
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
Research Professionals
As our client, you benefit from a dedicated, full-time team of investment research professionals who specialize in areas ranging from alternative investments to equities and beyond. Through our partnership with Commonwealth Financial Network®, our Registered Investment Adviser–broker/dealer, we have access to an extended office that provides us with timely research, market insights, and guidance for our clients—you!
Brad McMillan, CFA®
Managing Principal and Chief Investment Officer
Brian Price, CFA®
Managing Principal, Investment Management and Research
Chad LaFauci, CFA®, CAIA
Senior Vice President, Alternative Investmentsng
Jim McAllister, CFA®
Vice President, Equity Research
Brian McCormick, CIMA®
Director, Investment Management and Research
Sam Millette
Director, Fixed Income
Robert Kane, CAIA
Director, Alternative Investments
Andrew Kitchings, CFA®, CAIA, CMT, ERP, FRM
Manager, Investment Due Diligence - Investment Management and Research
Chris Fasciano
Senior Portfolio Manager, Investment Management and Research
Retirement Planning Professionals
Commonwealth’s Strategic Retirement Solutions (SRS) team provides support to help you meet all of your responsibilities as a plan sponsor. Whether it’s plan design, regulatory and legislative guidance, investment product due diligence, or participant education and advice, you can feel confident that you have the specialized guidance you need and your participants receive the investment options and value they expect and deserve.
Mat Powers, CFA®, AIF®, AIFA®
Vice President, Strategic Retirement Solutions
Thomas Crutchfield, CFP®, AIF®, PPC®, CPFA®
Manager, Strategic Retirement Solutions
Kara Tierney
Manager, Marketing and Communications, Strategic Retirement Solutions
Jon Good
Manager, Retirement Consulting
Mike Triana, CRPS®, CPFA®
Senior Retirement Solutions Consultant
Allen Cohen, CPFA®
Senior Retirement Solutions Consultant
Jeff Gillette, CPFA®
Retirement Solutions Consultant
Mike Clifford, CPFA®
Retirement Solutions Consultant
Beau Asbury, CRC,® AIF,® QKA®
Retirement Solutions Consultant
Michael Geraci, CRPC®, CRPS®, CPFA®, AIF®, CIMA®
Supervisor, Retirement Investment Solutions
Adam Khalek, AIF®
Retirement Solutions Investment Analyst
Bob Burke
PlanAssist Program Manager
Dan Toomey, QKA®, CPFA®, NQPA®
Manager, Retirement Product
Amber Cao, CPFA®
Strategic Retirement Solutions Associate
Nathan Lucchino, CPFA®
Strategic Retirement Solutions Associate
Patricia Garvey
Strategic Retirement Solutions Contractor
Steve Kochis
Strategic Retirement Solutions Contractor
Alex Lauretti, CPFA®
Strategic Retirement Solutions Contractor
Ready to Talk About Securing Your Financial Future?
Schedule a free, no-strings-attached phone call with our team of financial advisors.
