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Landmark Team

1131 Fairview Avenue, Suite 203

Bowling Green

,

KY

42103

landmark-info@wealthenhancemment.com
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Landmark Team

About the Landmark Team

When it comes to managing your finances, you want someone who will listen to your unique needs and take a comprehensive approach to your wealth. You want an experienced, credentialed, and diverse advisor team who is dedicated to crafting a holistic plan that meets your needs, all while providing the service and attention you expect from a boutique. You want someone with an eye for details and the follow-through to execute on your plans. Let’s talk.

Advisory Team

Bill Borders

CFP®
Senior Vice President, Financial Advisor

Brent Mason

CFP®, CTFA
Senior Vice President, Financial Advisor

Libby Wilkins

CDFA®
Senior Vice President, Financial Advisor

Casey Tinius

CFP®
Vice President, Financial Advisor

Chanley Lindsey

CFP®
Associate Financial Advisor

Client Service Team

Julie Altfillisch

Senior Client Service Associate

Karen Stringer

Senior Client Service Associate

Resources from our team

Topic
Topic
PDF

To ROTH or Not To ROTH

Should I pay taxes now, or wait and pay taxes when I’m retired? That is the decision being made when employees determine whether or not to use the Roth 401(k) option.
12/19/2023

Team locations

Bowling Green, KY
1131 Fairview Avenue, Suite 203, Bowling Green, Kentucky, 42103
(270) 782-9222
details

Current Clients

Contact this team via email or phone at the top of the page.

Contact This Team

Your complimentary consultation

During your no-obligation meeting, you will:

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Get a second opinion on your financial situation

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Be matched with a Wealth Enhancement advisor

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Begin crafting a comprehensive financial plan

Already a client of Wealth Enhancement? Schedule your consultation in your client portal.

Schedule an initial consultation

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