We believe in helping individuals develop a plan for success. This is based on a process developed over years of experience in financial planning for institutional investors, families and individuals. This process guides us in designing plans specifically tailored to the needs of our clients based on their unique lifestyle and goals. There is no place in our process for chasing returns or hot “stock tips”. Clients should expect transparency in regards to fees, investments and the process used to build their plan. After years in the business, we have developed an ability to educate individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives.
My passion is working with professionals and business owners who aspire to a work optional life style. I seek to achieve this through a process I created that manages wealth and risk for each client’s unique goals and needs. I understand that trust is earned through listening and gaining clarity, while offering independent advice and non-proprietary products. I am committed to creating a financial plan that addresses each person, family and institution's unique expectations, producing an investment strategy aligned with their financial goals and life story.
Education and Credentials
Tom has more than 30 combined years in financial advisory and business development experience. He has provided services for individuals and institutional investors in equities, fixed income, alternative investments and insurance services. He received a Bachelor of Science degree from Michigan State University in Management and holds a Financial Industry Regulatory Authority (FINRA): series 7 and 66 registrations, through LPL Financial, along with Variable Life and Accident and Health licenses.
I have a passion for working with individuals and families to help them pursue their financial goals. I recognize that trust is earned through taking the time to listen and understanding every individual’s or family’s unique goals and needs and applying my knowledge to appropriately create a plan that addresses their own situation. I will work towards creating a specifically tailored plan with a process developed by Landis Investment Advisors that considers every aspect of an individual’s or family’s life and finances.
Education and Credentials
Dan began his financial advisory career in the fixed income and insurance services before expanding outward and becoming involved with equities and alternative investments. He has received a Bachelor of Arts from Michigan State University in Economics and holds a Financial Industry Regulatory Authority (FINRA): Series 7 and 66 registrations, through LPL Financial, along with Life, Accident and Health and Variable Life and Annuities licenses.