Local Financial Advisor | Tax & Estate Planning

PURSUE FINANCIAL FREEDOM

Whether you are saving for retirement or just starting to invest,
we're here to help you work toward your financial goals.

Learn More

EXPERIENCE YOU CAN TRUST

What does it take to build your ideal retirement? The unique, comprehensive strategies and disciplined execution that put Landmark Financial on the map.

We have only one focus: you. We'll work with you to provide personalized support every step of the way.

Learn More

WE'RE WITH YOU EVERY STEP OF THE WAY

We'll work closely with you to develop a flexible financial strategy that can adjust to your goals, no matter what.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Learn More

Inventorying Your Possessions

Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.

Learn More

Planning for the Expected

You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.

Learn More

WHO WE ARE

Whether you are purchasing a home, planning for retirement or the future of your estate, adjusting your lifestyle to a fixed income, or paying for college, your financial landscape is constantly evolving. You have a vision for the future - we all do. At Landmark Financial, we design goal-based financial plans that help take your dreams from what if to when. If you are seeking wealth management services, we can help.

Dale Brunk, CEBS, AIF^®

Financial Advisor

Travis Teague, CFP^®, AIF^®

Financial Advisor

Geoffrey Rosen, CEBS, AIF^®

Financial Advisor

David Monheit, CPA, PFS

Financial Advisor

Gary Frisch, CPA

Financial Advisor

Don Rodgers, CLU^®, CRPC^®, CFP^®, AIF^®

Financial Advisor

Ann Reagan

Client Services Coordinator

Beth Nordby

Wealth Management Assistant

Debbie Newman

Relationship Specialist

Skyler Webster

Client Relations Coordinator

Sam Mathews

Client Relations Coordinator

Lisa George

Wealth Management Assistant

LET'S GET CONNECTED

Name

Address

Phone

Message

Thank you!

Oops!

Download The SECURE Act: What Does it Mean for You? Ebook!

The SECURE Act changed how investment vehicles are handled. We’re here to help with our latest ebook. Learn the ins and outs of the SECURE Act so you can explore what this means for your estate strategy.