Landmark Financial is pleased to announce the promotion of Geoff Rosen to partner.
Rosen is a financial advisor as well as a Certified Employee Benefits Specialist and Accredited Investment Fiduciary® designee. He holds FINRA Series 7 and Series 66 licenses and an Arkansas Life and Health Insurance license. Geoff joined the Landmark team in 2011 after completing a bachelor’s degree in finance from Trinity University in San Antonio, Texas.
Geoff’s expertise is in providing tax-optimized financial, retirement, investment, and estate planning for high-net-worth individuals and small business owners in Northwest Arkansas. His proactive approach allows him to provide unique, responsive services and innovative technical advice.
“We are proud of Geoff’s accomplishments the past few years and are excited to reward his hard work,” said Landmark Financial Partner Dale Brunk. “His commitment to the firm and its clients as well as his high caliber of work make him an outstanding addition to our member team.”
Rosen joins Landmark Financial partners Dale Brunk and Travis Teague. Rosen is based in Rogers, Arkansas.