Broker Check

At our firm, we have the client—and only the client—in mind.

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

At our firm, we have the client—and only the client—in mind.

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Alex Buxbaum

Alex Buxbaum, CIMA®

Financial Advisor

Anne Fontanet

Anne Fontanet, BCL, LLM

Advanced Planning Consultant

Aric Jacobson

Aric Jacobson, JD, LLM, CFP®

Advanced Planning Consultant

David Haughton

David Haughton, JD

Team Lead, Advanced Planning

Elizabeth Meyer

Elizabeth Meyer, JD

Advanced Planning Consultant

Gary L.  Porter

Gary L. Porter

Founding Member

Heather Zack

Heather Zack, JD, LLM, MSFP, CAP®

Manager, Advanced Planning

Jae Diego

Jae Diego

Retirement Plan Assistant

Jeana Markowitz

Jeana Markowitz

Client Relations Manager

Jeannie Buxbaum

Jeannie Buxbaum

Social Coordinator

Joyce McCarthy

Joyce McCarthy

Financial Assistant

Justin Duft

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

Vice President, Advanced Planning

Krista Teegarden

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

Senior Advanced Planning Consultant

Martin Baker

Martin Baker, CFP®

Supervisor, Paraplanning & Advanced Planning Consultant

Mary  Porter

Mary Porter

Former Client Account Assistant

Maureen Baxter

Maureen Baxter, MBA, CLU®, ChFC®

Advanced Planning Consultant

Michael R. Buxbaum

Michael Buxbaum, CFP®

President | Financial Advisor

Rafael Bernard

Rafael Bernard, CFP®, MSFP

Advanced Planning Consultant

Commonwealth Financial Network 

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Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.