SUPPORT TEAMS | CFN Advance Planning Team

CFN Advanced Planning Team

Our partnership with Commonwealth Financial Network®, a leading independent broker/dealer, gives us access to a team of advanced planning specialists who can help us provide you the best possible service. Learn more about the Commonwealth team below.


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

Whitney Drechsler, JD, LLM
Advanced Planning Consultant

Patrick Noonan, CFP®
Advanced Planning Consultant

Heather Zack
Advanced Planning Consultant

Olivia Zaiya, JD, MBA
Advanced Planning Consultant

Anna Hays, JD, LLM
Advanced Planning Consultant


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