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Who We Are

Trustworthy, Experienced
Wealth Management Professionals

The Story Behind Our Firm

Customized Solutions For Successful Professionals

In partnership with you and your extended family, we aim to bring greater clarity and vision to your financial life, with a focus on what matters most to you. Our mission is to help you achieve greater financial security and freedom, so that you can live a more satisfying and fulfilling life.

With a focus on the big picture, our comprehensive Custom Wealth Retirement Plan coordinates all aspects of your financial life, including planning for:

  • Estate
  • Investments
  • Income Taxes
  • Financial Independence
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Our approach identifies and eliminates gaps and frees up time, giving you the greatest probability at success when it comes to reaching your goals and attaining financial independence.

We’re Here to Help You

You have a lot you want to accomplish —
we’re here for every milestone.

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Alleviate stress

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Manage your money

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Proper Tax Planning

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Free up your time

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Achieve your goals

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Leave your legacy

Meet Our Team

Every Member Of Our Team Is Passionate About Using Their
Knowledge And Unique Experiences To Assist You.

Our Custom Wealth Strategist Team

The Custom Wealth Strategies team consists of CPAs, CFPs, Enrolled Agents, and more.

No matter the credential, each member of the team is fully invested in helping our clients attain their own personal financial goals, all while delivering the best service and client-experience possible.

David R. Burgio, CPA, PFS
David R. Burgio, CPA, PFS

President, Founder,
Comprehensive Wealth Planner

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Michael Malaney, EA, CFP<sup>®</sup>
Michael Malaney, EA, CFP®

Comprehensive Wealth Planner

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David M. Burgio
David M. Burgio

Comprehensive Wealth Planner

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Mary M McCafferty, CFP<sup>®</sup>
Mary M McCafferty, CFP®

Comprehensive Wealth Planner

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Mary Lokken, CFP<sup>®</sup>, EA
Mary Lokken, CFP®, EA

Paraplanner

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Joseph L. Fecio, CFP<sup>®</sup>
Joseph L. Fecio, CFP®

Registered Associate

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Kristine Zanner
Kristine Zanner

Paraplanner

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Our Investment Management And Research Team

Consultative Arm for a Breadth of Knowledge

The Investment Management and Research Department functions as a consultative arm of our Investment Management, providing expertise and advice on a variety of investment products and subjects. Research department employees, many of whom are CFAs, possess a breadth of knowledge and experience that spans topics such as the functionality of investment planning software, asset allocation strategies, and advanced portfolio construction techniques for high-net-worth individuals. Overall, the department acts as a tremendous resource for our advisors and our team, helping us better serve our clients' diverse goals.

Justin Duft, JD, CFP,<sup>®</sup> CLU,<sup>®</sup> ChFC,<sup>®</sup> CLTC<sup>®</sup>
Justin Duft, JD, CFP,® CLU,® ChFC,® CLTC®

Vice President,
Advanced Planning

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Peter Essele, CFA<sup>®</sup>,CFP<sup>®</sup>, CAIA
Peter Essele, CFA®,CFP®, CAIA

Senior Vice President, Investment Management and Research

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Heather Zack, JD, LLM, MSFP, CAP<sup>®</sup>
Heather Zack, JD, LLM, MSFP, CAP®

Manager, Advanced Planning

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Brad McMillan, CFA<sup>®</sup>, CAIA, MAI
Brad McMillan, CFA®, CAIA, MAI

Managing Principal And Chief Investment Officer

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Krista Teegarden, CLU,<sup>®</sup> ChFC,<sup>®</sup> CSLP,<sup>®</sup> NSSA,<sup>®</sup>
Krista Teegarden, CLU,® ChFC,® CSLP,® NSSA,®

Advanced Planning Consultant

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Maureen Baxter, MBA, CLU,<sup>®</sup> ChFC<sup>®</sup>
Maureen Baxter, MBA, CLU,® ChFC®

Advanced Planning Consultant

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Brian McCormick, CIMA<sup>®</sup>
Brian McCormick, CIMA®

Manager, Investment
Management and Research

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Justin Cleare, CFA<sup>®</sup>
Justin Cleare, CFA®

Research Analyst, Real Assets

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David Haughton, JD
David Haughton, JD

Team Lead, Advanced Planning

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Aaron Gigliotti
Aaron Gigliotti

Research Associate, Investment Management And Research

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Martin Baker, CFP<sup>®</sup>
Martin Baker, CFP®

Advanced Planning Consultant

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Joe Dunn
Joe Dunn

Advanced Planning Consultant

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Keven DuComb, JD, MBA
Keven DuComb, JD, MBA

Advanced Planning Consultant

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Aric Jacobson, JD, LLM, CFP<sup>®</sup>
Aric Jacobson, JD, LLM, CFP®

Advanced Planning Consultant

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Elizabeth Meyer, JD
Elizabeth Meyer, JD

Advanced Planning Consultant

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Rafael Bernard, CFP<sup>®<sup>, MSFP<sup>®<sup>
Rafael Bernard, CFP®, MSFP®

Advanced Planning Consultant

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Our Advanced Planning Team

Expert Resource for Customized Solutions

The Advanced Planning team is our expert resource for wealth management and financial planning strategies that address our clients' complex financial situations. Team members can research technical issues and coordinate the expertise of other Commonwealth specialists to help us provide our clients with nuanced, customized solutions, ranging from risk management and investment taxation to charitable giving, estate planning, executive benefits, concentrated stock, and more.

Work With Our Team

Understand your opportunities and achieve all of the
goals you haven't had time to work toward.

Start managing your wealth

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