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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®

Executive Financial Advisor

Meet Dale
David Monheit CPA Phoenix AZ

David Monheit, CPA, PFS

Executive Financial Advisor

Meet David

Geoffrey Rosen, CEBS, AIF®, CPFA

Executive Financial Advisor

Meet Geoffrey

Travis Teague, CFP®, AIF®, CPFA

Executive Financial Advisor

Meet Travis

Skyler Lewis

Associate Financial Advisor

Meet Skyler

Breck Hopkins, CFP®

Associate Financial Advisor

Meet Breck

Ann Reagan

Client Services Coordinator

Meet Ann

Justina Nicholson

Client Relations Manager

Meet Justina

Lisa George

Wealth Management Assistant

Meet Lisa

Beth Nordby

Wealth Management Assistant

Meet Beth

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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