Congratulations Lindsay and Josh!
Founding and managing partners, Mark Collard and Brian Laible were featured in Business First’s 40 Under 40 Alumni, Where Are They Now? See what Mark and Brian have been up to!
Landmark Wealth Management received the University at Buffalo’s Fast 46 award during a ceremony on Thursday, September 15.
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.