Universal Hero

Who We Are

Trustworthy, Experienced
Wealth Management Experts

The Story Behind Our Firm

Customized Solutions For Successful Professionals

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

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

  • 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.

Dave Sr Customwealthteam
David R. Burgio, CPA, PFS

President, Founder,
Comprehensive Wealth Planner

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Mike Customwealthteam
Michael Malaney, EA, CFP®

Comprehensive Wealth Planner

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Mary.m Customwealthteam
Mary M McCafferty, CFP®

Comprehensive Wealth Planner

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Mary L Customwealthteam
Mary Lokken, CFP, EA

Paraplanner

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Joe Customwealthteam
Joseph L. Fecio, CPA, CFP

Registered Associate

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Davejr Customwealthteam
David M. Burgio

Registered Paraplanner

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Kristine Customwealthteam
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 which 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 to our advisors and our team to help us better serve our clients diverse goals.

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

Vice President,
Advanced Planning

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Peter Essele, CFA®,CFP®, CAIA

Senior Vice President, Investment Management and Research

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Heather Zack, JD, LLM, MSFP, CAP®

Manager, Advanced Planning

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Brad McMillan, CFA®, CAIA, MAI

Managing Principal And Chief Investment Officer

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

Advanced Planning Consultant

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Maureen Baxter Image
Maureen Baxter, MBA, CLU,® ChFC®

Advanced Planning Consultant

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Brian McCormick, CIMA®

Manager, Investment
Management and Research

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Justin Cleare, CFA®

Research Analyst, Real Assets

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David Haughton, JD

Team Lead, Advanced Planning

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Aaron Gigliotti

Research Associate, Investment Management And Research

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Martin Baker, CFP®

Advanced Planning Consultant

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Joe Dunn

Advanced Planning Consultant

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Keven DuComb, JD, MBA

Advanced Planning Consultant

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Aric Jacobson, JD, LLM, CFP®

Advanced Planning Consultant

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Elizabeth Meyer, JD

Advanced Planning Consultant

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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 client’s 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, 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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