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Meet the Landmark Financial Team

We know trusting your wealth to financial advisors is serious business. Our team aims for transparency and clear communication. Always.

Dale Brunk, CEBS, AIF®

Financial Advisor

Meet Dale

Geoffrey Rosen, CEBS, AIF®, CPFA

Financial Advisor

Meet Geoffrey

Travis Teague, CFP®, AIF®, CPFA

Financial Advisor

Meet Travis

David Monheit, CPA, PFS

Financial Advisor

Meet David

Breck Hopkins

Associate Financial Advisor

Meet Breck

Lisa George

Wealth Management Assistant

Meet Lisa

Justina Nicholson

Client Relations Manager

Meet Justina

Beth Nordby

Wealth Management Assistant

Meet Beth

Ann Reagan

Client Services Coordinator

Meet Ann

Skyler Webster

Associate Financial Advisor

Meet Skyler

Averie Wofford

Wealth Management Assistant

Meet Averie

Our Values

The Foundation of Our Team

As a team, our values are the foundation of who we are. We strive to make choices guided by hard work, integrity, a team mindset, and the insatiable desire for improvement.

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