Partner, Financial Advisor
Michael is our firm’s Chief Investment Officer and leads our investment committee.
Read morePartner, Financial Advisor
Lew leads our firm’s retirement planning activities, including development and implementation of plans for our clients.
Read moreChief Operations Officer & Financial Advisor
Debra has worked in financial services for over 20 years, beginning her career with Discover Card, where she was a senior manager and most recently with Merrill Lynch, having worked as a financial advisor.
Read moreFinancial Advisor
Flor focuses on relationship management and client service. She has worked with our team since 2006 and previously worked at Merrill Lynch as a financial advisor.
Read moreFinancial Advisor
A Licensed Planning Associate, Adrienne creates and updates our clients’ investment plans.
Read moreSenior Portfolio Analyst
Jose conducts economic research as well as risk and individual security analysis. He earned an MBA in finance and operations management from Crummer Graduate School of Business, Rollins College, and a bachelor in international logistics, concentration in international business, from Universidad del Norte, Colombia.
Read morePortfolio Analyst
Shelby works alongside Michael and Jose on the investment team as a portfolio analyst. She graduated from the University of Florida with her B.A. in Mathematics and a minor in statistics.
Read moreOperations Manager
Lauren is our Operations Manager and leads our client service team. Prior to joining Landsberg Bennett, she spent six years in financial services at Wells Fargo. Lauren is also a part of our compliance team. She has a B.S. in Business Management and Administration.
Read moreSenior Client Associate
Jackie is part of our client service team. She has worked in financial services for over 18 years and received a B.S. in Management from Hodges University.
Read moreClient Associate
Lindsay also focuses on relationship management and client service. She began her career at Bloomberg Financial in 2001 and has worked with individual investors since 2009.
Read moreClient Associate
Alpha is part of the client services team. She has served in administrative and customer service roles for over a decade.
Read moreClient Associate
James is on the client services team, concentrating on relationship management for Hibiscus Investments. He earned a B.S., major in economics, minor in business, from Charleston Southern University.
Read moreClient Associate
Cory is part of the client services team and manages our front desk. She is often our client’s first point of contact with the firm. She graduated from the University of Pittsburg with a double major in English Literature and Japanese Language Studies.
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