Michael is our firm’s Chief Investment Officer and leads our investment committee.
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Lew leads our firm’s retirement planning activities, including development and implementation of plans for our clients.
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Anthony leads client service for the firm, with a focus on designing wealth strategies for working and retired clients.
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Faiza applies her extensive banking background in working with affluent clients.
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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.
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Tommy is our firm’s portfolio analyst focusing on economic research, risk analytics and individual security analysis.
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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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A Licensed Planning Associate, Adrienne creates and updates our clients’ investment plans.
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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.
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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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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.
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Alpha manages our front desk and is often our clients’ first point of contact with the firm. She has over a decade of administrative experience.
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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.
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.