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Who We Are


Timothy M. Hayes, MBA, CFP®, is the founder and President of Landmark Financial Advisory Services, LLC. He is a member of the National Association of Personal Financial Advisors (NAPFA), the Financial Planning Association (FPA), the Estate Planning Council of Rochester (EPC) and is a CERTIFIED FINANCIAL PLANNERTM Practitioner. Tim is a frequent contributor to local and national financial-interest media and publications, including The Wall Street Journal, The New York Times, Money Magazine, and Kiplinger's Personal Finance, to name just a few. He is also included among the contributors to Just Give Me the Answer$: Expert Advisors Address Your Most Pressing Financial Questions (Dearborn Trade) and Tips from the Top: Targeted Advice from America's Top Money Minds (Alpha).
 
"I chose to become a financial planner, in part, because of the difficulties that my wife and I had finding good, quality financial planning advice when we needed it most. What we wanted and needed was advice on how to save and invest for our retirement and for the needs of our young family. What we got were expensive broker-sold mutual funds and cash value life insurance. When I became a financial planner, I vowed never to place the interests of a product or service provider ahead of those of my clients. The primacy of my duty is to always place your interests above those of Landmark Financial or of any other advisor or professional provider with whom we may interact together on your behalf. This is my solemn pledge to you."
 

SUMMARY OF EXPERIENCE:
  • Experienced financial consultant involved in the financial services profession since 1998.
  • Founded Landmark Financial Advisory Services, LLC in October 2001 to offer quality, conflict-free financial planning services and investment advice to clients from all walks of life.
  • Vice President of Regent Financial Group, LLC in Rochester, NY, 2000-2001.
  • Financial Consultant with Chase Investment Services Corp., 1998-1999.
  • Registered Representative with 1717 Capital Management Co., 1998.
  • Adjunct Instructor, Medaille College, 2006.
  • Adjunct Instructor, St. John Fisher College, 1999-2002.

EDUCATION:

  • CERTIFIED FINANCIAL PLANNERTM Practitioner, CFP Board of Standards, since 2005.
  • CFP Board-Registered Educational Program, Medaille College, 2004.
  • Master of Business Administration (Finance), St. John Fisher College, 1998. With Distinction.
  • Bachelor of Science, Management (Marketing, Finance), St. John Fisher College, 1997. Summa Cum Laude.

CITATIONS:

  • Part-Time Faculty Award for Teaching Excellence, St. John Fisher College, 2002.
  • MBA Scholarly Achievement Award, 1998.
  • Academic Honors Medallion, Financial Executives Institute, 1998.
  • Wall Street Journal Award, Excellence in Management, 1996.
  • Phi Theta Kappa, 1994.                                                                              


 


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