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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.

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EXPERIENCE YOU CAN TRUST

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.

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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.

<p>Term vs. Permanent Life Insurance</p>

Term vs. Permanent Life Insurance

When considering life insurance, it's important to understand your options.
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<p>Your DNA Test</p>

Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
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<p>Understanding Long-Term Care</p>

Understanding Long-Term Care

Understanding the types of long-term-care services—and what those services could cost—may be critical.
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HOW WE WORK

We offer comprehensive insurance solutions and smart protection strategies.

Dale Brunk

Dale Brunk, CEBS, AIF®

Financial Advisor

Travis Teague

Travis Teague, CFP®, AIF®

Financial Advisor

Geoffrey Rosen

Geoffrey Rosen, CEBS, AIF®

Financial Advisor

Don Rodgers

Don Rodgers, CLU®, CRPC®, CFP®, AIF®

Financial Advisor

Debbie Newman

Debbie Newman

Relationship Specialist

Skyler Webster

Skyler Webster

Client Relations Coordinator

Sam Mathews

Sam Mathews

Client Relations Coordinator

Ann Reagan

Ann Reagan

Client Services Coordinator

Beth Nordby

Beth Nordby

Wealth Management Assistant

David Monheit, CPA, PFS

David Monheit, CPA, PFS

Financial Advisor

Gary Frisch, CPA

Gary Frisch, CPA

Financial Advisor

Lisa George

Lisa George

Wealth Management Assistant

LET'S GET CONNECTED

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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.