An investment in knowledge pays the best interest. –Benjamin Franklin

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 an investment 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, is an Accredited Investment Fiduciary and holds a Financial Industry Regulatory Authority (FINRA): series 7, 24 and 66 registrations, through Wells Fargo Advisors Financial Network, along with Variable Life and Accident and Health licenses.

My background in firefighting and the US Army instilled in me the values of discipline, dedication, and protecting those I serve. These values translate perfectly to the world of wealth planning. I've witnessed firsthand the importance of financial security, and I'm passionate about helping hardworking families and individuals achieve their long-term financial goals.

Leveraging the Landis Wealth Management process, I create customized investment plans that take into account your unique needs and aspirations. Let me help you navigate the path to a secure and fulfilling future.
 
Education and Credentials

Conrad leverages his extensive experience in finance to help individuals navigate the path to a secure future. He began his career as a stockbroker, then transitioned to focus on providing personalized investment advice.

Conrad holds a Bachelor of Arts in Economics from Michigan State University and is a Wealth Management Certified Professional® and holds a Financial Industry Regulatory Authority (FINRA): series 7 and 66 registrations, through Wells Fargo Advisors Financial Network, 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 Wealth Management 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 Wells Fargo Advisors Financial Network, along with Life, Accident and Health and Variable Life and Annuities licenses.