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New Planner Podcast

May 7, 2021

Landon Tymochko is a financial advisor and partner at Leslie Roper Day & Associates, which prides itself on offering “down-to-earth financial advice” for clients of all ages who are experiencing a transition in life. Landon has a unique journey to his current career, having started in a corporate finance position at a large winery before making the leap to the financial planning industry.

In this episode, Landon shares why his time in the military and at the winery prepared him well for a career in financial planning and positioned him for ownership, and how the timeline for his career change happened over several years. He also discusses what the process of partnership transition was like, including the challenges that they had to overcome to make it happen, and his tips for success for those also considering partnership buy-in.

You can find show notes and more information by clicking here: