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Michael W. Landsberg, CIMA<sup>®</sup>, CFP<sup>®</sup>, AIF<sup>®</sup>

Michael W. Landsberg, CIMA®, CFP®, AIF®

Partner, Financial Advisor

Michael is our firm’s Chief Investment Officer and leads our investment committee.

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Lew Bennett, CFP<sup>®</sup>

Lew Bennett, CFP®

Partner, Financial Advisor

Lew leads our firm’s retirement planning activities, including development and implementation of plans for our clients.

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Debra Cooper

Debra Cooper

Chief Operations Officer & Financial Advisor

Debra focuses on relationship management and client services. She is also our Chief Operations Officer and has worked in financial services for over 20 years.

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Flor E. Matteen, CRPC<sup>®</sup>,CFP<sup>®</sup>

Flor E. Matteen, CRPC®,CFP®

Financial 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.

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Adrienne E. Moore, CRPC<sup>®</sup>, CFP<sup>®</sup>

Adrienne E. Moore, CRPC®, CFP®

Financial Advisor

Adrienne has worked with Michael Landsberg for over 25 years, developing long-standing, trusted relationships with clients. Her work has been centered on client relationship management and comprehensive financial planning, providing personalized guidance tailored to each client’s goals.

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Jose Villarreal Charris, CFA<sup>®</sup>

Jose Villarreal Charris, CFA®

Senior 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.

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Shelby Shipp

Shelby Shipp

Portfolio 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.

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Lauren Knight

Lauren Knight

Director of Operations

As Director of Operations, Lauren manages all core business functions and leads the client service team at Landsberg Bennett. She brings six years of financial services experience from Wells Fargo and holds a B.S. in Business Management. Lauren pairs strategic leadership with operational excellence to ensure seamless practice efficiency.

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Jackie Mason

Jackie Mason

Senior 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.

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Lindsay McCurdy

Lindsay McCurdy

Client 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.

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Alpha Hicks

Alpha Hicks

Client Associate

Alpha is part of the client services team. She has served in administrative and customer service roles for over a decade.

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James Nicholson

James Nicholson

Financial Advisor

James focuses 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.

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Cory Grott

Cory Grott

Client Associate

Cory is part of the client services team. She graduated from Florida Golf Coast University with an MBA in Business Administration.

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Kyle Post

Kyle Post

Client 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.

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Reese Imes

Reese Imes

Client Associate

Reese is on our Client Services team. He graduated with a bachelor’s degree in finance from the University of Central Florida School of Business..

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Braydon Miller

Braydon Miller

Administrative Associate

Braydon is our teams administrative associate who manages the front desk. He is our clients first point of contact. He graduated with a bachelor’s degree in Financial Analysis and Management from Florida Gulf Coast University.

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