Landing Point Financial Group

Landing Point Financial Group is a diverse group of financial advisors who are driven to help our clients plan to achieve their dreams. Our group is structured to provide you with a primary financial advisor who is responsible for your overall personal relationship with our practice. In addition, your financial advisor may utilize other team members to assist you in addressing your unique issues.


Advisors

Joe Flinner

Joe Flinner

CFP®, CRPC®, APMA®

Private Wealth Advisor

Chief Executive Officer of Landing Point Financial Group
Visit Joe Flinner's website
Susan Vasu

Susan Vasu

CRPC®

Financial Advisor

Business Development Director
Visit Susan Vasu's website
Don Berkey

Don Berkey

CFP®, CLU®, CRPC®, ChFC®

Financial Advisor

Visit Don Berkey's website
Denise Shafer

Denise Shafer

CRPC®, APMA®

Financial Advisor

Visit Denise Shafer's website
Matthew O'Bryon

Matthew O'Bryon

CIMA®

Financial Advisor

Visit Matthew O'Bryon's website
Pamela R Mason

Pamela R Mason

APMA®

Financial Advisor

Visit Pamela R Mason's website
Sarah Porter

Sarah Porter

CRPC®, APMA®

Financial Advisor

Visit Sarah Porter's website
Brandon Hull

Brandon Hull

CFP®, APMA®, CKA®

Financial Advisor

Visit Brandon Hull's website
Garrett Bourbina

Garrett Bourbina

APMA®

Financial Advisor

Visit Garrett Bourbina's website
Brook Bright

Brook Bright

CFA®, CFP®

Financial Advisor

Chartered Financial Analyst®
Visit Brook Bright's website
Gregory Helms

Gregory Helms

CRPC®, APMA®

Financial Advisor

Visit Gregory Helms's website
Tom Asimou

Tom Asimou

MBA

Financial Advisor

Visit Tom Asimou's website
James Bingham

James Bingham

CRPC®, APMA®

Financial Advisor

Visit James Bingham's website
Aaron Vaughn

Aaron Vaughn

CFP®, JD, BFA, APMA®

Financial Advisor

Business Financial Advisor
Visit Aaron Vaughn's website
Kevin R Young

Kevin R Young

CFP®, CPA, PFS

Financial Advisor

Visit Kevin R Young's website
John S Trecaso

John S Trecaso

Financial Advisor

Managing Director of Landing Point Financial Group
Visit John S Trecaso's website

Team

Michelle E. Zimmerman

Michelle E. Zimmerman

Operations Director,

Executive Assistant
Casey M. Davis

Casey M. Davis

Client Concierge,

Marketing Specialist
Kristina Mcdougle

Kristina Mcdougle

Client Service Specialist

Patricia L. Hill

Patricia L. Hill

Client Service Specialist,

Office Manager
Mona Hoffman

Mona Hoffman

Client Service Specialist,

Office Manager
Stacy Shema

Stacy Shema

Office Manager

Julie Flinner

Julie Flinner

Marketing Specialist,

Event Planner
Susan Bright

Susan Bright

Marketing Specialist