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's degree 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 bachelor's degree in mathematics and a minor in statistics.
Read moreDirector of Operations
Lauren is our Director of Operations 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 Bachelor of Science 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 Bachelor of Science 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 moreFinancial Advisor
James is on the client services team, concentrating on relationship management for Hibiscus Investments. He earned a Bachelor of Science, with a major in economics and minor in business from Charleston Southern University.
Read moreClient Associate
Cory is part of the client services team. She graduated from the University of Pittsburg with a double major in English literature and Japanese language studies.
Read moreClient Associate
Kyle is a part of our client services team. He graduated from the United States Air Force Academy with a Bachelor of Science in military and strategic studies.
Read moreAdministrative Associate
Reese is our team's administrative assistant who manages the front desk. He is often our client’s first point of contact. He graduated with a bachelor’s degree in finance from the University of Central Florida School of Business.
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