LANDMARK FINANCIAL ADVISORS: Our Team

OUR TEAM

To enhance our client relationships we have carefully selected our team which draws from a combined 80 years of Investment Advisory, Wealth Management, Financial Planning, and Banking experience.

BRENT MASON CFP® CTFA

Managing Partner

Brent is a tireless advocate for Landmark Financial Advisors clients. He never stops conceiving and implementing new ways to improve their wealth management experience—and their quality of life. Brent has over 25 years in the financial service industry.

Brent works directly with clients on financial planning and investment strategy; leads the development of new systems and services; sits on the investment committee; and sets technology strategy for the firm; he also maintains close partnerships with local trust and estate attorneys and accountants who serve high net worth individuals.

Before joining Landmark Financial Advisors in 2003, Brent worked as a Managing Director for US Bank’s Personal Trust Division, where he specialized in estate and financial planning for high net worth business owners and their families.

Brent lives in Bowling Green, Kentucky with his wife, Elaine, and their three children. He enjoys tennis, golf, and reading.

EDUCATION

BA in Financial Management | Western Kentucky University
Graduate, College for Financial Planning
Honor Graduate, Cannon Financial Institute
Certified Financial Planner®
Certified Trust and Financial Advisor©

COMMUNITY INVOLVEMENT

Western Kentucky University Finance Advisory Council | Member and Past Chairman
Southern Kentucky Soccer Club | Treasurer
St. Joseph Catholic School | Past Council Chairman and Treasurer
United Way of Southern Kentucky | Investment Committee

BILL BORDERS CFP®

Partner

Bill has 30 years in the financial services industry. Beginning his career as a Commercial Lender for a regional bank, he later transitioned over to Morgan Keegan as Branch Manager and Investment Advisor. Bill joined Landmark Financial Advisors in 2001 because he felt there was a real need in the investment community for “good, sound independent financial advice.”

Coming from a large family with six siblings, Bill understands the need to communicate clearly and plan. He enjoys working with families, helping them realize their financial dreams.

Bill lives in Bowling Green, Kentucky with his wife, Beth, and three children, Will, Walker and Raegan. Bill enjoys golfing, running and cooking.

EDUCATION

Bellarmine College Graduate | College for Financial Planning
Certified Financial Planner CFP®
Western Kentucky University

COMMUNITY INVOLVEMENT

Bowling Green Chamber of Commerce | Director and member of Executive Committee
Holy Spirit Catholic Church | Parish Council and Finance Committee member
Leadership Bowling Green | Graduate
Boy and Girls Club | Past Board Member

LIBBY WILKINS CDFA®

Investment Advisor

Libby brings a wealth of experience to her clients having nearly 20 years in the financial services profession. She began her career in 1990 with Morgan keegan; following 15 years as a Financial Advisor and five years as branch manager joined Landmark.

A commitment to exceptional levels of client service attracted Libby most to Landmark. Her clients have benefitted greatly from the availability of the extensive financial planning services provided by the Landmark Team.

Libby is a graduate of Western Kentucky University where she has served on various committees including the Gordon Ford College of Business Financial Advisory Council as well as the WKU Greek Safety Task Force. She and her husband, Andy, have two children, Chip and Ann-McCullough.

EDUCATION

Graduate of Western Kentucky University
Certified Divorce Financial Analyst™

COMMUNITY INVOLVEMENT

Southern Kentucky Performing Arts Center (SKyPAC) | Vice Chair and Board of Directors
The Community Foundation of South Central Kentucky | Board of Directors
President’s Club of South Central Kentucky | Member

CASEY TINIUS CFP®

Financial Planning Specialist

Casey joined Landmark Financial Advisors in June, 2015, after spending over two years working in the financial service industry in St. Louis, Missouri. Casey gained valuable experience working with a firm that specialized in meeting the unique financial needs of physicians all across the country.

As a student at Western Kentucky University, Casey was a 4-year letterman on the football team, and earned his degree in Business Management in 2011. Following graduation, he went on to complete his Master’s in Business Administration in August 2012. Casey sat for the Certified Financial Planner™ Exam in March 2016, and now holds his CFP® designation.

Casey grew up in Bowling Green and has numerous ties to the community. He and his wife, Rachel, are excited to have returned to the area where Casey looks forward to the opportunity of helping individuals and families achieve their financial independence. Casey and his wife have two kids and one on the way!

EDUCATION

Western Kentucky University | B.S. Business Management
Western Kentucky University | Master’s in Business Administration
Certified Financial Planner, CFP®

COMMUNITY INVOLVEMENT

WKU Alumni W-Club
Bowling Green Young Professionals
Junior Achievement Volunteer
Holy Spirit Catholic Church

JULIE ALTFILLISCH

Client Service Administrator

Julie is the first person to greet our clients and other guests—whether in person or by phone. She helps coordinate all office administration along with our contact management database and electronic document management system. Additionally, on a daily basis she conducts a multitude of other essential tasks that ensure the efficient delivery of services to our clients.

Before joining Landmark in 2010, Julie was a stay-at-home Mom for 20 years. Prior to running a household, she was the Director of Human Resources at the Radisson Plaza Hotel in Lexington, Kentucky. Her background in the service industry and managing people has given her astute insight on how to provide superior customer service to our clientele.

Julie lives in Bowling Green, Kentucky with her husband, Jeff, and they are now empty nesters! They have two children, a son living in Minnesota and a daughter who has relocated to Nashville. She enjoys walking, playing golf and reading.

EDUCATION

BS in Hospitality Management | Iowa State University

COMMUNITY INVOLVEMENT

Holy Spirit Catholic Church | Mentor Burmese Families

LUKE THURMAN

Office Administrator

Luke joined Landmark Financial Advisors in September 2020. He is the first person to greet our clients and other guests—whether in person or by phone. Luke will help coordinate all office administration along with our contact management database and electronic document management system. Additionally, he will assist with a multitude of other tasks that ensure the efficient delivery of services to our clients. He was born and raised in Bowling Green, Kentucky. Luke attended the University of Louisville, where he obtained his bachelor’s degree in Finance. He is excited to be returning home and starting a career in a town where he has many ties. To start his career, he will help with client service and administration with the hopes of obtaining his CFP in the future. In his free time, he enjoys playing and watching sports, hunting/fishing, traveling, and spending time with family and friends.

EDUCATION

University of Louisville | Finance
Western Kentucky University | Strategic Sport Communications

COMMUNITY INVOLVEMENT

Member of Holy Spirit Catholic Church