Landmark Wealth Group

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Team photo for Landmark Wealth Group
Team photo for Landmark Wealth Group

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Advisors

Gregory Schultze

CFP®, CRPC, APMA

Private Wealth Advisor

Business Financial Advisor
Visit Gregory Schultze's website

Patrick Mottley

CFP®, CFA®, APMA, CDFA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Patrick Mottley's website

Caroline R Dwyer

APMA

Financial Advisor

Operations Director
Visit Caroline R Dwyer's website

Alexandra Keck

CFP®, CRPC, APMA

Financial Advisor

Visit Alexandra Keck's website

Kimberly Mitchell

APMA

Financial Advisor

Visit Kimberly Mitchell's website

David Haefelin

Financial Advisor

Visit David Haefelin's website


Team

Lee Kalotta

Lee Kalotta

Business Development Director

Scott Selfa

Scott Selfa

Investment Specialist

Qualifications

  • APMA®
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Tanya Biedrzycki

Tanya Biedrzycki

Administrative Assistant

Adam Quinones

Adam Quinones

Client Service Specialist

Alex Van Steenhuyse

Alex Van Steenhuyse

Financial Planning Analyst

Christina Rupp

Christina Rupp

Paraplanner

Preston Chartier

Preston Chartier

Financial Planning Specialist

Thomas Palumbo

Thomas Palumbo

Client Service Specialist