Team
How I Work
My reasons for becoming a financial professional are deeply personal. I repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. I am confident that with my understanding of personal finance, coupled with my training as a financial professional, I can help people better prepare for the future. After years in the business, I have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. I feel a commitment to my community.
Landon Wiese CFP®, RICP®, CLTC®
Principal | Wealth Advisor
I’ve been in the Financial Services industry for over eighteen years and have truly enjoyed working with clients to achieve their financial goals through proper accumulation & distribution planning strategies. My roots were established...
Kelly DeWine
Client Relations Administrator
Samantha Hull
Marketing & Client Engagement Associate