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, CIMA®
Financial Advisor
Anne Fontanet, BCL, LLM
Advanced Planning Consultant
Aric Jacobson, JD, LLM, CFP®
Advanced Planning Consultant
David Haughton, JD
Team Lead, Advanced Planning
Elizabeth Meyer, JD
Advanced Planning Consultant
Gary L. Porter
Founding Member
Heather Zack, JD, LLM, MSFP, CAP®
Manager, Advanced Planning
Jae Diego
Retirement Plan Assistant
Jeana Markowitz
Client Relations Manager
Jeannie Buxbaum
Social Coordinator
Joyce McCarthy
Financial Assistant
Justin Duft, JD, CFP®, CLU®, ChFC®, CLTC
Vice President, Advanced Planning
Krista Teegarden, CLU®, ChFC®, CSLP®, NSSA®
Senior Advanced Planning Consultant
Martin Baker, CFP®
Supervisor, Paraplanning & Advanced Planning Consultant
Mary Porter
Former Client Account Assistant
Maureen Baxter, MBA, CLU®, ChFC®
Advanced Planning Consultant
Michael Buxbaum, CFP®
President | Financial Advisor
Rafael Bernard, CFP®, MSFP
Advanced Planning Consultant
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.