Meet the Team

Who We Are

Landing Point Advisors is a full-service, independent, investment and wealth planning advisory business. We are a team of highly credentialed wealth advisors and experienced industry professionals.

Guiding Principles

Thoughtful
We prioritize a careful and considerate approach in all our advisory services. We take the time to understand the unique needs and goals of each client, designing personalized strategies that reflect their best interests.

Transparent
We maintain openness and honesty in all our dealings. Transparency is key to building trust. We ensure that our clients are fully informed about every aspect of their financial journey, from strategies to risks and outcomes.

Trustworthy
Trust is the foundation of our relationships with clients. We act with non-negotiable integrity and reliability, consistently providing sound advice and dependable support that clients can count on. Our reputation is built on our unwavering commitment to being a trusted partner in our client's financial success.

At our firm, we have the client—and only the client—in mind.

Our industry is constantly evolving and filled with talented entrepreneurs looking to gain competitive advantages in the growing but limited marketplace. At LPA, we believe it is crucial to be on the cutting edge of technology and industry standards in order to appropriately service our clients to the elite standards we require of ourselves.

While there is no such thing as an ideal client, we have thoughtfully formed LPA to serve affluent families and individuals in all aspects of their financial well-being.

At LPA we are beholden to the highest level of fiduciary responsibility, putting our client’s goals and needs above our own. We use the term thoughtful frequently. Each decision, investment, and recommendation provided is thoughtful and always in the absolute best interest of our clients.

Landing Point Advisors

Daniel Besse, CIMA®

Co-Founder, Managing Partner

475-330-2625

dbesse@landingpointadvisors.com

Dan has spent his entire career within the wealth management industry. Dan had a unique experience of working within two of the most well-respected large brokerage firms in the industry as well as over a decade of experience as a...

Michael Blank, CFA

Co-Founder, Managing Partner

475-330-2016

mblank@landingpointadvisors.com

Mike has worked in the private wealth management industry for more than a decade with a background in investment strategy and portfolio management. Mike oversees the investment platform including, but not limited to, market research and...

Walter Rich

Managing Partner

475-330-2628

wrich@landingpointadvisors.com

Walter is a Managing Partner at Landing Point Advisors (LPA). Walter is tasked with growing the practice by developing long-lasting, trusted, mutually beneficial relationships. Prior to founding LPA with Dan and Mike,...

Selena Steiner

Client Service & Marketing

475-330-2627

ssteiner@landingpointadvisors.com

Selena has an extensive background in client service, spanning 10+ years across different industries. Prior to joining the firm, she had a comprehensive career in advertising, building and overseeing the execution of strategic...

B. Riley Wealth Advisors

B. Riley Wealth Advisors, an SEC-registered investment adviser, provides fee-based asset management and advisory services. With $24 Billion¹ under supervision in client assets, B. Riley provides institutional scale for LPA in the marketplace. Additionally, B. Riley provides hands-on collaborative operational support for billing, technology, enterprise level reporting services and mandatory continuing education.

¹ As of March 31, 2023

Logan Voelker, CFP®

Vice President, Investment Solutions

Fidelity Investments

Fidelity Investments (Fidelity) has been a long time alliance of ours and remains a private company that custodies over $17.5 trillion in assets¹. Fidelity Institutional Wealth Management (FIWMS) is the primary custodian for LPA client assets and investments. We utilize their industry-leading customized investment technology platform Wealthscape^SM. We have a dedicated service team that includes trading, custody, cashiering, and recordkeeping services.

¹as of 9/30/2025

Wealthscape^SM, is an on-line brokerage portal offered by Fidelity Brokerage Services LLC ("FBS") and National Financial Services LLC ("NFS").

Fidelity Investments® (Fidelity) is an independent company, unaffiliated with B. Riley Wealth Advisors or Landing Point Advisors. Fidelity is a service provider to both. There is no form of legal partnership, agency affiliation, or similar relationship between your advisor and Fidelity, nor is such a relationship created or implied by the information herein. Fidelity provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC 1126915.2.0

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