Landmark’s Josh Kaplan, CFA®, CPWA® is a 2021 recipient of Business First’s 40 Under 40 award, Josh was honored during a ceremony on November 19, 2021.
Landmark Wealth Management is pleased to welcome Jerrod LaPointe, CPA as Director of Tax and Wealth Planning for Landmark Tax Services. Jerrod will oversee the firm’s tax compliance services and play a critical role in developing and executing tax and estate planning strategies for our clients.
Landmark Wealth Management was named to the University at Buffalo’s Fast 46 competition during a ceremony on Thursday, September 30. Named in honor of UB’s founding in 1846, the UB Fast 46 program was created to recognizeand celebrate the success of 46 of the fastest-growing businesses owned or led by UB alumnior former students around …
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.