Your goals guide everything we do, and our team approach helps us see them from every angle. By collaborating closely and sharing our experience, we strive to offer more thoughtful, well-rounded advice. The result? Clearer decisions, fewer blind spots and a financial plan that helps you move forward with confidence and a stronger sense of control.

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

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Our advisors

Advisor photo for Gregory Schultze

Gregory Schultze

CFP®, CRPC, APMA®, CEPA®

Private Wealth Advisor

Business Financial Advisor
Learn more about Gregory Schultze Visit Gregory Schultze's website
Advisor photo for Patrick Mottley

Patrick Mottley

CFP®, CFA®, APMA®, CEPA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Learn more about Patrick Mottley Visit Patrick Mottley's website
Advisor photo for Martin Keidan

Martin Keidan

APMA®

Financial Advisor

Franchise Owner
Learn more about Martin Keidan Visit Martin Keidan's website
Advisor photo for Alexandra Keck

Alexandra Keck

CFP®, CRPC, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER® professional
Learn more about Alexandra Keck Visit Alexandra Keck's website
Advisor photo for Weston Payne

Weston Payne

APMA®

Associate Financial Advisor

Learn more about Weston Payne Visit Weston Payne's website
Advisor photo for Blake Honda

Blake Honda

Associate Financial Advisor

Learn more about Blake Honda Visit Blake Honda's website
Advisor photo for Lee Kalotta

Lee Kalotta

MBA, APMA®

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™
Learn more about Lee Kalotta Visit Lee Kalotta's website
Advisor photo for Alex Van Steenhuyse

Alex Van Steenhuyse

APMA®

Financial Advisor

Learn more about Alex Van Steenhuyse Visit Alex Van Steenhuyse's website
Advisor photo for Amber Weber

Amber Weber

APMA®

Associate Financial Advisor

Learn more about Amber Weber Visit Amber Weber's website
Advisor photo for Caroline R Dwyer

Caroline R Dwyer

APMA®

Financial Advisor

Operations Director
Learn more about Caroline R Dwyer Visit Caroline R Dwyer's website


Our team

Scott Selfa

Scott Selfa

Investment Manager,

Chartered Financial Analyst®
Christina Rupp

Christina Rupp

Paraplanner

Tanya Rivera

Tanya Rivera

Executive Assistant

Adam Quinones

Adam Quinones

Office Manager,

Event Planner
Thomas Palumbo

Thomas Palumbo

Investment Specialist,

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™

Qualifications

  • APMA®

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Matthew Orta

Matthew Orta

Financial Planning Analyst

Megan Schetz

Megan Schetz

Financial Planning Analyst,

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™

Qualifications

  • APMA®

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Casey Kelly

Casey Kelly

Financial Planning Analyst

Faith Keidan

Faith Keidan

Client Service Coordinator

Jane Garber

Jane Garber

Client Service Specialist