Landon is a Wealth Advisor with a commitment to excellence and a passion for helping clients achieve their financial goals. With a background in financial planning and a dedication to client-centric service, Landon is an integral part of our team at Prestige Wealth Management.
At Prestige Wealth Management, Landon is committed to upholding our firm's legacy of excellence in financial planning and guidance. With a focus on delivering personalized and tailored strategies, he plays a vital role in ensuring that our clients receive the highest level of service and support.
Beyond his professional endeavors, Landon and his wife Claire love travelling, spending time outdoors, and watching Aggie football games with family and friends.
Landon graduated from Texas A&M University with a degree in Economics and holds the CTS® Designation.
Certified Tax Specialist™ (CTS®)
This graduate-level designation is conferred upon candidates who complete a 135+ hour educational program focusing on personal income taxes and methods to reduce tax liability. The combined top state and federal bracket can easily exceed 40%. CTS® certification requires mastery of the basic income tax formula and its computation, retirement plans, deductions, credits, capital gains, depreciation, payroll taxes and tax planning. According to IBF, "No one likes to talk about taxes. Most people are intimidated by the subject matter. Yet, tax reduction can be surprisingly easy."
The student must pass two comprehensive exams, complete a written case study as well as adhere to the IBF
Code of Ethics and IBF Standards of Practice as well as fulfill annual continuing education requirements. The
CTS® program is designed for brokers and advisors who have clients interested in maximizing their after-tax
returns as well as reducing their overall tax liability.