Landing Point Financial Group

William Ferber is a financial advisor at Landing Point Financial Group with 10 years of industry experience. He holds the Series 63 and Series 65 licenses and has previously worked at firms including True Wealth Design, Strategic Investment Solutions, Purshe, Kaplan, Sterling Investments, Stratos Wealth Partners, and LPL Financial. Ferber also works as an insurance agent, integrating insurance products into his practice. Landing Point Financial Group provides personalized financial planning and discretionary investment management to individuals, high-net-worth clients, charitable organizations, and small businesses. The firm employs a client-tailored process focused on fundamental analysis and long-term investment strategies, utilizing third-party research and external managers while conducting regular account reviews.

Casey Davis is a financial advisor at Landing Point Financial Group with two years of industry experience. He holds a Series 65 designation and previously worked at Ameriprise Financial Services, Inc. from 2007 to 2021. Landing Point Financial Group provides personalized financial planning and discretionary investment management to individuals, high-net-worth clients, charitable organizations, and small businesses. The firm applies a client-tailored process using fundamental analysis and a long-term investment orientation, supported by third-party research and external managers.

Garrett Bourbina is a financial advisor at Landing Point Financial Group with nine years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise Financial Services and Mount Vernon Nazarene University. Outside of his advisory role, he serves as a volunteer member of the finance committee for Cornerstone, a nonprofit organization in Elyria, Ohio. Landing Point Financial Group provides personalized financial planning and discretionary investment management to individuals, high-net-worth clients, charitable organizations, and small businesses. The firm employs a client-tailored approach that includes fundamental analysis and a generally long-term investment orientation, utilizing third-party research and external managers as part of its portfolio management.

Joey Flinner is a Certified Financial Planner® with 28 years of industry experience. He has been with Landing Point Financial Group since 2021, following a 24-year tenure at Ameriprise Financial Services, Inc. Outside of his advisory work, he serves on the advisory committee for Providence Church, providing oversight on foundation fund risk tolerance and contribution recommendations. Landing Point Financial Group offers personalized financial planning and discretionary investment management to individuals, high-net-worth clients, charitable organizations, and small businesses. The firm employs a client-tailored process that incorporates fundamental analysis and a long-term investment orientation, supplemented by third-party research and external managers.

Susan Vasu is a financial advisor at Landing Point Financial Group with 16 years of industry experience. She holds a Series 66 designation and previously worked at Ameriprise Financial Services, Inc. for nine years before joining Landing Point in 2021. Outside of her advisory role, she is involved in fiduciary activities such as serving as an attorney-in-fact, trustee, or personal representative. Landing Point Financial Group provides personalized financial planning and discretionary investment management to individuals, high-net-worth clients, charitable organizations, and small businesses. The firm employs a client-tailored process focused on fundamental analysis and a generally long-term investment orientation, utilizing third-party research and external managers as part of its approach.