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William F

Series 63, Series 65

Avon, OH

Landing Point Financial Group

William Ferber is a financial advisor at Landing Point Financial Group with 11 years of industry experience. He holds Series 63 and Series 65 designations and has 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 is a team of six advisors providing personalized financial planning and discretionary investment advisory services to individuals, high net worth clients, charitable organizations, and small businesses. The firm employs a client-centered investment process focused on long-term strategies while retaining flexibility for shorter-term trades, with portfolios commonly including mutual funds, ETFs, and other instruments.

College savings (529s, UTMA, etc.) General estate planning guidance Cash flow / budgeting General tax planning
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Casey D

Series 65

Avon, OH

Landing Point Financial Group

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.

College savings (529s, UTMA, etc.) General estate planning guidance Cash flow / budgeting General tax planning
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Garrett B

Series 66

Avon, OH

Landing Point Financial Group

Garrett Bourbina is a financial advisor at Landing Point Financial Group with 10 years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise Financial Services, Inc. for five years before joining Landing Point in 2021. He serves as a volunteer member of the finance committee for Cornerstone in Elyria, OH. Landing Point Financial Group provides personalized financial planning and discretionary investment advisory services to individuals, high net worth clients, charitable organizations, and small businesses. The firm employs a client-centered investment process, primarily using fundamental analysis and long-term strategies, with portfolios that may include mutual funds, ETFs, individual equities, bonds, and other investment vehicles.

College savings (529s, UTMA, etc.) General estate planning guidance Cash flow / budgeting General tax planning
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Brian M

Avon, OH

Landing Point Financial Group

Brian Morgan is a financial advisor with Landing Point Financial Group in Elyria, Ohio, holding 25 years of industry experience. He has been with Landing Point Financial Group since 2025 and concurrently associated with APEX Investment Management, LLC since 2000. 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, utilizing third-party research and external managers as part of its portfolio management approach.

College savings (529s, UTMA, etc.) General estate planning guidance Cash flow / budgeting General tax planning
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Joey F

CFP®, Series 63

Avon, OH

Landing Point Financial Group

Joey Flinner is a CFP® professional with 29 years of experience in financial services. He has worked at Landing Point Financial Group since 2021 and previously spent 24 years at Ameriprise Financial Services, Inc. Flinner is involved in community activities, serving on the advisory committee for Providence Church’s foundation funds. Landing Point Financial Group provides personalized financial planning and discretionary investment advisory services to individuals, high net worth clients, charitable organizations, and small businesses. The firm employs a client-centered investment process focused on long-term strategies, utilizing a range of investment vehicles while conducting regular portfolio reviews.

College savings (529s, UTMA, etc.) General estate planning guidance Cash flow / budgeting General tax planning
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Susan V

Series 66

Avon, OH

Landing Point Financial Group

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.

College savings (529s, UTMA, etc.) General estate planning guidance Cash flow / budgeting General tax planning
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