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Landmark Team

1131 Fairview Avenue, Suite 203

Bowling Green,

KY

42103

landmark-info@wealthenhancemment.com
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Landmark Team

About the Landmark Team

When it comes to managing your finances, you want someone who will listen to your unique needs and take a comprehensive approach to your wealth. You want an experienced, credentialed, and diverse advisor team who is dedicated to crafting a holistic plan that meets your needs, all while providing the service and attention you expect from a boutique. You want someone with an eye for details and the follow-through to execute on your plans. Let’s talk.

Advisory Team

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Bill Borders

CFP®

Senior Vice President, Financial Advisor

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Brent Mason

CFP®, CTFA

Senior Vice President, Financial Advisor

Bowling Green, KY

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Libby Wilkins

CDFA®

Senior Vice President, Financial Advisor

Bowling Green, KY

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Casey Tinius

CFP®

Vice President, Financial Advisor

Bowling Green, KY

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Rudy Edelen

CFP®, CPWA®

Financial Advisor

Bowling Green, KY

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Chanley Lindsey

CFP®

Associate Financial Advisor

Bowling Green, KY

Client Service Team

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Julie Altfillisch

Senior Client Service Associate

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Karen Stringer

Senior Client Service Associate

Bowling Green, KY

Resources from our team

Topic
Topic
Newsroom

Wealth Enhancement Group Makes its First Move Into Kentucky Through the Addition of Landmark Financial Advisors, an Independent RIA with Over $543 Million in Assets Under Management

Wealth Enhancement Group, a national independent wealth management firm with over $72.2 billion in client assets, announced the acquisition of Landmark Financial Advisors, LLC, an Independent RIA in Bowling Green, Kentucky. The team, led by Bill Borders and Brent Mason, will bring approximately $543 million in assets under management.
4/25/2024
PDF

To ROTH or Not To ROTH

Should I pay taxes now, or wait and pay taxes when I’m retired? That is the decision being made when employees determine whether or not to use the Roth 401(k) option.
12/19/2023
PDF

Homestead Exemption

If you are nearing or have already reached age 65, how would you like to save $860 a year just by filling out an application and providing proof of your age? 
12/19/2023
PDF

IRA or HSA, which should I fund first?

Traditional IRAs have been around since 1974. They provide workers an opportunity to save for retirement on a pre-tax and tax deferred basis depending on your income and whether or not your employer offers a workplace retirement plan.
12/19/2023

Team locations

Bowling Green, KY
1131 Fairview Avenue, Suite 203, Bowling Green, Kentucky, 42103
(270) 782-9222
details

Current Clients

Contact this team via email or phone at the top of the page.

Contact This Team

Your complimentary consultation

During your no-obligation meeting, you will:

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Get a second opinion on your financial situation

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Be matched with a Wealth Enhancement advisor

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Begin crafting a comprehensive financial plan

Already a client of Wealth Enhancement? Schedule your consultation in your client portal.

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Barron’s: Awarded 9/16/24 for the period of 6/30/23 - 6/30/24. Forbes: Awarded October 2024 for the period of 3/31/23 - 3/31/24. USA Today: Awarded 4/23/25 for the five-year period ending January 2025.