Landon is a Private Client Advisor in our Wolfeboro, New Hampshire office. Working closely with our investment advisors, he helps clients navigate their complex financial lives. Landon utilizes a holistic wealth management process by incorporating core elements of financial planning: financial positioning, asset protection, investment management, cash flow, tax management, retirement planning, and estate and legacy planning. He also coordinates with his clients’ family members, outside advisors and with other members of their professional team. Landon has been CERTIFIED FINANCIAL PLANNER® professional since 2018 and has more than 10 years of experience in the profession.
Prior to joining the firm, he was an advisor at Financial Focus, Inc. Landon provided financial planning and investment strategies for clients and was responsible for the firm’s business development. He worked at Lincoln Financial while attending college and went on to work at Financial Focus, Inc. following graduation.
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