Amherst, NY, October 13, 2026 – Landmark Wealth Management is pleased to announce that Haley Lillin, Financial Analyst, has earned the Wealth Management Specialist™ (WMS™) designation from the College for Financial Planning®, a Kaplan Company. The program offers a broad overview of core areas of financial planning and wealth management, including investments, insurance, retirement planning, estate planning, and income tax planning. “I’m excited to apply what I’ve learned and continue contributing to the excellent service Landmark provides to our clients,” said Haley.
Lillin, who received her bachelor’s degree from Stony Brook University, joined Landmark Wealth Management in May 2026. She supports the firm’s advisory team with trading and research, advisor and client service, and the development of comprehensive financial plans.
Financial Analyst
(716) 630-2412
haley@landmarkfirm.com
The Wealth Management SpecialistTM (WMSTM) designation from the College for Financial Planning®, a Kaplan Company, provides a broad introduction to core areas of financial planning and wealth management, including investments, insurance, retirement, estate planning, income tax planning, risk management, ethics and professional standards, and complex financial mathematics, cash flow, and discounting principles.
About Landmark Wealth Management
Landmark Wealth Management is a trusted, independent, registered investment advisory firm dedicated to helping clients reach their financial goals. Our firm works in a fiduciary capacity on behalf of high-net-worth individuals and families, institutions, and non-profit organizations. We focus on portfolio management, retirement planning, tax planning, and estate and generational wealth planning. Our team is credentialed in multiple areas: Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), Certified Public Accountant (CPA), Certified Private Wealth Advisor (CPWA), and Certified Investment Management Analyst (CIMA). The firm is located in Amherst, New York, a suburb of Buffalo.
Advisory services are only offered to clients or prospective clients where Landmark Wealth Management (LWM) and its representatives are properly licensed or exempt from licensure. This article/brochure is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by LWM unless a client service agreement is in place.