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Team

At First Landing Financial, we believe our teamwork approach adds a broader perspective to all we do and provides a high level of customer service to our clients.

We can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management analysis

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s a good approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals continuously strive to help many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

 

Mike is a Managing Partner at First Landing Financial and in this role, he assists plan sponsors with their responsibilities of overseeing corporate retirement plans and guiding, educating, and advising plan participants in...

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As a Managing Partner at First Landing Financial, Matt takes charge of assisting business owners and committee members with issues relating to plan design. He helps create plans that are effective for the employees and are designed...

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Cary has been a part of the financial industry since the age of twenty-three where she got her start working in the banking and credit union sector. After marrying a soldier of the United States Army, she traveled to Fort Sill in...

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In 1962, Bob James set out to build a different kind of financial services firm – one that put people, planning and principles first. And now, more than 50 years later, Bob's different kind of firm is one of the leading independent...

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