Our advisors

Joe Flinner

Joe Flinner

CFP®, CRPC®, APMA®

Private Wealth Advisor

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

Susan Vasu

CRPC®

Financial Advisor

Business Development Director
Learn more about Susan Vasu Visit Susan Vasu's website
Matthew O'Bryon

Matthew O'Bryon

CIMA®

Financial Advisor

Learn more about Matthew O'Bryon Visit Matthew O'Bryon's website
Don Berkey

Don Berkey

CFP®, CLU®, CRPC®, ChFC®

Financial Advisor

Learn more about Don Berkey Visit Don Berkey's website
Pamela R Mason

Pamela R Mason

APMA®

Financial Advisor

Learn more about Pamela R Mason Visit Pamela R Mason's website
Sarah Porter

Sarah Porter

CRPC®, APMA®

Financial Advisor

Learn more about Sarah Porter Visit Sarah Porter's website
Denise Shafer

Denise Shafer

CRPC®, APMA®

Financial Advisor

Learn more about Denise Shafer Visit Denise Shafer's website
Garrett Bourbina

Garrett Bourbina

APMA®

Financial Advisor

Learn more about Garrett Bourbina Visit Garrett Bourbina's website
Brandon Hull

Brandon Hull

CFP®, APMA®, CKA®

Financial Advisor

Learn more about Brandon Hull Visit Brandon Hull's website
Brook Bright

Brook Bright

CFA®, CFP®

Financial Advisor

Chartered Financial Analyst®
Learn more about Brook Bright Visit Brook Bright's website
Tom Asimou

Tom Asimou

MBA

Financial Advisor

Learn more about Tom Asimou Visit Tom Asimou's website
Michael Powers

Michael Powers

AAMS®

Financial Advisor

Learn more about Michael Powers Visit Michael Powers's website
James Bingham

James Bingham

CRPC®, APMA®

Financial Advisor

Learn more about James Bingham Visit James Bingham's website
Gregory Helms

Gregory Helms

CRPC®, APMA®

Financial Advisor

Learn more about Gregory Helms Visit Gregory Helms's website
Kevin R Young

Kevin R Young

CFP®, CPA, PFS

Financial Advisor

Learn more about Kevin R Young Visit Kevin R Young's website
John S Trecaso

John S Trecaso

Financial Advisor

Managing Director of Landing Point Financial Group
Learn more about John S Trecaso Visit John S Trecaso's website
Aaron Vaughn

Aaron Vaughn

CFP®, JD, BFA, APMA®

Financial Advisor

Business Financial Advisor
Learn more about Aaron Vaughn Visit Aaron Vaughn's website

Our 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

Paraplanner

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

Susan Bright

Susan Bright

Marketing Specialist

Julie Flinner

Julie Flinner

Marketing Specialist,

Event Planner