Landmark Wealth Management, an SEC-registered investment advisory firm, located in Amherst, New York, is seeking to fill a Director of Tax and Wealth Planning position. Candidates for the position should have a Bachelor’s or Master’s Degree, preferably in accounting and have a Certified Public Accountant (CPA) license, or JD.

Landmark’s Lindsay Glassman, CPA, CFP®, AIF® is a 2021 recipient of Business First’s 30 Under 30 award. Lindsay was honored during a virtual ceremony on April 15, 2021.

Mark Collard, CPWA®, AIF®, CIS, EMBA of Landmark Wealth Management has been awarded the Accredited Investment Fiduciary® (AIF®) designation from the Center for Fiduciary Studies®, the standards-setting body for Fi360, a Broadridge company.

Lindsay Glassman, CPA, CFP®, AIF® of Landmark Wealth Management has been awarded the Accredited Investment Fiduciary® (AIF®) Designation from the Center for Fiduciary Studies®, the standards-setting body for Fi360, a Broadridge company.

Landmark Wealth Management is pleased to announce that Joshua Kaplan, CFA®, CPWA® has earned the designation of Certified Private Wealth Advisor®.