Landmark Wealth Management is pleased to announce that Joshua Kaplan, CFA®, CPWA® has earned the designation of Certified Private Wealth Advisor®.
Lindsay Glassman, CPA, CFP®, PFS, MBA was one of 7 CPAs age 40 and under honored by the AICPA for their contributions to personal financial planning with the Personal Financial Planning Standing Ovation. Lindsay was honored at the AICPA’s conference in Las Vegas.
Landmark is pleased to welcome our newest team member, Dan Bertleff. He is joining Landmark as an Associate Financial Analyst. Dan is a summa cum laude graduate of SUNY Fredonia, with a degree in Business Administration; Finance. He previously worked for Pegula Sports Entertainment.