Team

Brian Laible, CPA, CFP®, CIMA®, MBA

Brian is Co-founder, Partner and Shareholder of Landmark Wealth Management. Throughout his 20 years of practicing wealth management, Brian’s focus is to consistently bring the highest level of service to his clients. Brian is deeply committed to his clients and strives to set Landmark apart. At Landmark, Brian’s responsibilities include firm strategy and operations, client service, business development, and oversight of the research and investment committee efforts.

Education

• Graduated summa cum laude and first in his class with both Accounting and Finance from Canisius College

• Masters of Business Administration (MBA) from the Mendoza College of Business, University of Notre Dame

• Graduated from the State University of New York at Buffalo’s Center for Entrepreneurship Leadership program (CEL)

Professional Background

• Began career at Ernst & Young, working in several positions including financial analyst, public auditor and investment advisor directly in Upstate New York’s Personal Financial Consulting Practice

• Served as the Vice President, Co-Owner and Director of Research with a Western New York based wealth management firm

Certifications

• Certified Public Accountant

• Certified Investment Management Analyst

• Certified Financial Planner

• Personal Financial Specialist

• Certified Estate and Trust Specialist

• Accredited Investment Fiduciary

Recognition

• Served as the Chairperson and Treasurer of the UB CEL Alumni Association

• Served on the Canisius College Leadership Committee

• Served on the Buffalo Philharmonic Finance Committee

• Served on the Shea’s Performing Arts Development Committee

• Currently serves as the Vice-Chair for the Investment Committee of the Patrick P. Lee Foundation

• Serves on the Investment Management Council Association Editorial board

• Currently serves on the Sweet Home School District School Board

Awards

•  Business First’s 40 Under 40 award in 2011

Publications

• “The Case for International Small-Caps,” IMCA Investments & Wealth Monitor, November/December 2018
• “Bracketology,” IMCA Investment & Wealth Monitor, May/June 2015
• “Trinity of Asset Allocation,” IMCA Investment & Wealth Monitor, January/February 2015

Brian resides in Amherst, New York with his wife Jennifer and their four children Grace, Jack, Jane and Anna.

Mark Collard, CPWA®, AIF®, CIS, EMBA

Mark is Co-founder, Partner and Shareholder of Landmark Wealth Management. Throughout his 20 years of practicing wealth management, Mark has been dedicated to client relationships and to developing a true understanding of clients’ needs. With this understanding, he is able to implement successful investment strategies to help clients meet their financial goals. At Landmark, Mark’s responsibilities include firm strategy and operations, client service, business development, and oversight of the research and investment committee efforts.

Education

• Bachelor of Science degree in Business Finance and Accounting from Saint Vincent College

• Executive Masters of Business Administration (EMBA) from The State University of New York at Buffalo, School of Management 

Professional Background 

• Began career with HSBC Bank USA in its Executive Development Program

• Served as an International Bank Officer in HSBC Bank UK in London, United Kingdom

• Worked in the Private Bank of Bank of America as a Vice President and Financial Advisor

• Founder & Managing Principal of Odyssey Advisors, Inc., an investment advisory firm

Certifications

• Certified Investment Specialist

• Certified Private Wealth Advisor

• Certified Fund Specialist

• Certified Income Specialist

• Accredited Investment Fiduciary

• Alternative Investments Certificate

• Behavioral Finance Certificate

Recognition

• Served as Chairman of the Board and on the Executive Committee of Buffalo Philharmonic Foundation

• Served on the Executive Committee and Board of Goodwill Industries of WNY

• Past President of the Board of Hasek’s Heroes

• Previously on the Board of the National Center for Missing and Exploited Children of Western New York

• Former Director of the Buffalo Club

• Currently serves on the Kaleida Health Foundation Board

• Currently serves as a member of Try-It Distributing Co., Inc. Board of Advisors

• Currently serves as a member of the Foundation Board of the Construction Exchange of Buffalo & WNY

• Currently a member of the Niagara Group

Awards

• Business First’s 40 Under 40 award in 2009

Mark resides in Eggertsville, New York with his wife Jacqueline and their three children Gavin, Grace and Zachary.

Jerrod LaPointe, CPA

Jerrod is the Director of Tax and Wealth Planning for Landmark Tax Advisors. Jerrod’s extensive experience in public accounting and his history of working closely with high-net-worth individuals, family-owned businesses, and publicly held companies make him well-suited to serve clients from a variety of backgrounds and industries. At Landmark, Jerrod’s responsibilities include tax consulting and compliance services, estate planning, and succession planning for closely-held business owners.

Education

• Bachelor of Arts, Political Science, University of Maine

• MBA, Accounting Concentration, Canisius College

Professional Background

• Began accounting career with a large Buffalo-area beverage distribution company

• Prior experience includes regional CPA firms in Western New York

Certifications

• Certified Public Accountant

Recognition

• Member of the American Institute of Certified Public Accountants (AICPA)

• Member of the New York State Society of Certified Public Accountants (NYSSCPA)

• Participates annually in the IRS Volunteer Income Tax Assistance (VITA) program in Niagara Falls, NY

Stephen R. Brady, CPA, JD

Steve is the Director of Landmark Tax Advisors, LLC. Steve has substantial experience in tax consulting for high-net-worth individuals, small business owners, and high-earning professionals. His clients have included individuals, business owners, closely-held businesses, as well as companies in the investment, manufacturing, retail, real estate, distribution, not-for-profit, food service, gaming and hospitality industries. At Landmark, Steve’s responsibilities include tax consulting and compliance services, estate planning and succession planning for closely-held business owners.

Education

• Bachelor of Science degree in Accounting from Canisius College

• Juris Doctor degree from the State University of New York at Buffalo School of Law

Professional Background

• Began career with a Big-4 international accounting firm

• Partner with CTBK LLP, a WNY accounting firm

Recognition

• Member of the American Institute of Certified Public Accountants

• Member of the Erie County Bar Association

• Member of the Financial Planning Counselors of Western New York

• Board member of the Love the Children Adoption Agency of WNY

• Board member of The Jolly Boys of Williamsville, Inc.

Joshua Kaplan, CFA®, CPWA®

Josh is Vice President of Advisory Services & Chief Compliance Officer with Landmark Wealth Management and has been with the firm since January 2013. In addition to overseeing Landmark’s compliance and regulatory functions and day-to-day firm operations, Josh heads the firm’s research efforts and is a member of the investment committee. Josh’s responsibilities also include client service and the development of comprehensive financial plans.

Education

• Graduated summa cum laude from the State University of New York at Geneseo with a Bachelor’s of Arts in Economics

Professional Background

• Previously worked at CitiBank

Certifications

• Chartered Financial Analyst (CFA)

• Certified Private Wealth Advisor

Recognition

• Member of the CFA Society of Buffalo

• Leadership Buffalo’s Rising Leaders program in 2016

• Served as a mentor for the Leadership Buffalo Youth Mentorship Program

Awards

• Business First’s 40 Under 40 Honoree in 2021

Publications

• “Better Management Through a Well-Defined Compliance Program,” IMCA Investments & Wealth Monitor, November/December 2019

Lindsay Glassman, CPA, CFP®, AIF®, CDFA®, MBA

Lindsay is Vice President of Advisory Services with Landmark Wealth Management and has been with the firm since October 2017. Throughout her professional career, Lindsay has practiced in the areas of tax compliance, public company auditing and private equity fund accounting and financial reporting. At Landmark, Lindsay’s responsibilities include client service and the development of comprehensive financial plans, business development, and active participation in the research and investment committee.

Education

• Graduated magna cum laude with a Bachelor’s of Science degree in Accounting and Finance from Canisius College

• Masters of Business Administration degree from Canisius College

Professional Background

• Began career with Ernst & Young, working in Audit and Tax Services

• Previously worked for TPG Capital in Fort Worth, Texas in private equity Fund Accounting

Certifications

• Certified Public Accountant

• Personal Financial Specialist

• Certified Financial Planner

• Accredited Investment Fiduciary

• Certified Divorce Financial Analyst

Recognition

• Member of the American Institute of CPAs

• Member of the Financial Planning Association, WNY Chapter

• Presenter at Fi360 National Conference

• Currently serves on the Board of Directors for Aspire of WNY

Awards

• Recipient of the AICPA Standing Ovation Award 2019

• Business First’s 30 Under 30 Honoree in 2021

Dan Bertleff

Daniel is a Financial Analyst with Landmark Wealth Management and joined the firm in May 2019. At Landmark, Dan provides operational support, is actively involved with the firm’s ongoing research process, and supports client services.

Education

• Graduated summa cum laude with a Bachelor of Science degree in Business Administration and Finance from the State University of New York at Fredonia

Professional Background

• Previously worked at Pegula Sports Entertainment

Certifications

• Currently pursuing the Certified Financial Planner designation

Emilie Camilleri, FPQP

Emilie is the Team Operations Manager at Landmark Wealth Management and has been with the firm since April 2015. She manages both the administrative and operational sides of the firm.  At Landmark, Emilie focuses on the development and maintenance of internal systems, on-boarding new clients, servicing client accounts, managing tax season workflow and preparation of tax returns.

Education

• Graduated summa cum laude with a Bachelor’s of Arts in Communication from the University at Buffalo

Professional Background

• Previous supervisor of the Medical Staff Office at the Erie County Medical Center

Certifications

• Financial Paraplanner Qualified Professional

• Notary Public