Landis Financial Advisors, Inc.
Located in Lancaster, PA, Landis Financial Advisors, Inc. was founded by our President, Eric L. Landis with the purpose of providing comprehensive financial planning that seeks to help our clients accumulate, manage and protect their wealth.
Our mission is to provide our clients with innovative and low cost advice, products and financial strategies to help them pursue their goals and dreams for a secure future. Whether you’re planning to reach your personal financial goals or those of your business, we can help you develop a plan that addresses your needs.
Eric L. Landis
LPL Investment Advisor Representative
Eric Landis began his professional career in insurance and investments working part-time for his father’s insurance agency while attending Pennsylvania State University. During the commencement ceremony at Penn State University in May 1990, Eric was honored as the student Marshal by the Smeal College of Business for having the highest GPA in his major.
With a Bachelor of Science Degree in Insurance, Eric worked full-time as an independent licensed agent representing many of the nation’s leading insurance companies. His passion for helping people with their finances led Eric to work his way up to President of Christian W. Landis Agency, Inc.
In 2008, Eric created Landis Financial Advisors, Inc. to further his life-long dream of establishing a full service investment management firm. Currently, Landis Financial Advisors, Inc. has over 2500 individual investment and insurance clients in about a dozen states. With his extensive background and experience in insurance and finance, Eric advises individuals and businesses in matters such as Financial Planning, Estate Planning, Retirement Planning, Education Planning, Stocks, Bonds, Mutual Funds, REITs (Real Estate Investment Trusts), Annuities, Life Insurance, Disability Insurance, Medicare Insurance, Long Term Care, and Employee Benefits.
Eric’s priority has always been putting his clients first and providing them with low cost, innovative products and financial strategies to help them pursue their financial goals. Eric chooses to be an independent advisor in order to gain access to some of the most competitive products and services available in today’s marketplace. Eric has been married over 27 years to his college sweetheart, Tracy. Together, they reside on their gentlemen’s farm in Conestoga, PA. They have two children and more cats than Eric likes! In his free time, Eric enjoys hunting, fishing, and playing tennis.
Check the background of Eric Landis on FINRA’s BrokerCheck by clicking here.
Jillian R. Snyder
LPL Financial Advisor
Jill Snyder began her career with Landis Financial Advisors, Inc. in September 2008 after graduating with a Bachelors of Science degree in Computer Information Systems from Bloomsburg University. Jill was instrumental in developing, organizing and implementing our in-house technical support and improved the overall efficiency of the office. In addition, Jill learned our financial services business from the ground up by working alongside our company President, Eric L. Landis, answering detailed questions and preparing and processing complex paperwork related to establishing and maintaining new accounts.
In 2011, Jill obtained her Life and Health Insurance license and in 2014, she obtained her General Securities license. Today, Jill serves as an LPL Financial Advisor for Landis Financial Advisors, Inc., advising individuals and businesses in matters such as Financial Planning, Estate Planning, Retirement Planning, Social Security Planning, Education Planning, Stocks, Bonds, Mutual Funds, REITs (Real Estate Investment Trusts), Annuities, Life Insurance, Disability Insurance and Long Term Care. Her knowledge, experience and dedication to helping people have proven to be an invaluable asset to our clients. Jill thrives on building long-term relationships with her clients, while helping them pursue their financial goals. She is currently studying to earn her CERTIFIED FINANCIAL PLANNER™ designation.
Jill and her husband Craig reside in Landisville with their two daughters and their Boxer. In her free time, Jill enjoys visiting family near her hometown of Lehighton, PA and spending time with friends.
Check the background of Jillian Snyder on FINRA’s BrokerCheck by clicking here.
Jesse L. Landis
LPL Financial Advisor
Jesse Landis began his career with Landis Financial Advisors, Inc. working part-time as a 4th generation Insurance Advisor while attending Liberty University. He went on to earn his Bachelor of Science degree in Business Administration with a concentration in Financial Planning.
In 2018, Jesse obtained his General Securities Representative license. The following year, he successfully passed the CFP® exam and completed the education requirements as he works toward obtaining the CERTIFIED FINANCIAL PLANNER™ designation. Jesse advises individuals and businesses in the areas of Financial Planning, Estate Planning, Retirement Planning, Social Security Planning, Education Planning, Stocks, Bonds, Mutual Funds, REITs (Real Estate Investment Trusts), Annuities, Life Insurance, Disability Insurance, and Medicare. As a CLTC® (Certified in Long-Term Care) professional, he also focuses on advising business owners and individuals about the benefits of Long-Term Care Insurance. He takes a holistic approach when evaluating client’s investment and insurance needs and is a great resource for younger clients who are just starting out as well as sophisticated clients seeking retirement advice.
In his free time, Jesse enjoys deer and bear hunting at Lawshe Run as well as scuba diving as a certified PADI Open Water diver.
Check the background of Jesse Landis on FINRA’s BrokerCheck by clicking here.
After spending several years in sales and working as a Finance Manager for a local automotive dealership, Daven Akimori joined our team of advisors desiring to continue his career helping people in the financial and insurance industry. Daven primarily offers guidance to our seniors by helping them to make informed Medicare Insurance choices along with servicing their accounts throughout the year. As a licensed and AHIP Certified Medicare Insurance Agent, Daven offers Medicare Supplement Insurance, Medicare Part C Advantage Plans and Medicare Part D Prescription Drug Plans.
Many seniors find Medicare Insurance confusing especially when trying to make sense of all the product literature arriving in their mailbox. Clients meeting with Daven for the first time appreciate that he is a good listener and that he bears a wealth of knowledge. Daven has the ability to make the ambiguous world of Medicare Insurance understandable, relieving clients of a huge burden. Since our company represents a wide array of insurance carriers and plans, we are able to offer you various options matching the benefits you desire with the lowest cost. It is important to Daven that each client he meets with leaves our office confident they’ve made a good choice. After all, many of his new clients find out about our services through satisfied friends.
Currently, Landis Financial Advisors, Inc. represents over 1,500 Medicare Insurance clients. Daven makes sure our clients are well attended to throughout the year by being available to answer questions and help assist with claims.
When Daven takes a respite from work, he enjoys cooking, driving through the countryside and spending time with his friends and family.
Daven R. Akimori
Tracy Landis graduated from Pennsylvania State University in 1990 with a degree in Business Administration. She worked in sales and marketing for United Parcel Service for three years and declined a promotion to become a manager in order to begin a career in financial services. In 1993, Tracy became a licensed independent insurance advisor and started her own agency, primarily focusing on financial and insurance planning for business owners and individuals in York and Dauphin Counties.
Currently, Tracy uses her people skills and business experience to manage the operations at Landis Financial Advisors, Inc. She interviews and hires staff, markets our company’s products and services, organizes client events and provides training to our sales and administrative staff. Tracy is also responsible for managing and overseeing our business expansion projects.
When she has a free moment, Tracy enjoys playing tennis, trout fishing and traveling. She also enjoys spending time with her husband, family and friends at the mountains.
Tracy S. Landis
Human Resource Manager/Director of Operations
Robin E. Hall
Executive Assistant to President Eric L. Landis
Robin Hall is an executive assistant to President, Eric Landis. Since moving to Lancaster County in 2007, Robin worked in the healthcare and mechanical contracting industry. Seeking a greater challenge, Robin accepted a position with our company to learn more about the financial services industry.
Robin is motivated and proves to be a quick learner with a sharp mind for detail. With Robin’s strong customer service and organizational skills, we are very pleased to have her assisting Eric with preparing for client meetings, establishing new accounts, and providing service to his clients.
Robin and her husband, Kody, reside in Columbia with their two sons. Outside of work, Robin enjoys cooking, reading, and spending time with family and friends.
Bree A. Heagy
First Point of Contact
Bree Heagy graduated from Messiah College in May of 2019 with a Bachelor of Science degree in Business Administration. After interning with Landis Financial Advisors during the summer of 2018, Bree accepted a position as the First Point of Contact.
Her driven attitude, strong work ethic, and quick learning skills have enabled her to be a positive addition to our team. She is motivated to begin her career as a young businesswoman.
In her free time, Bree enjoys cooking, traveling and spending time with family and friends.
Taylor A. Rogers
First Point of Contact
Taylor Rogers graduated from Shippensburg University in May of 2016 with a Bachelors of Science degree in Communication/Journalism with a concentration in Public Relations. Desiring to work for a company that offers unlimited growth potential, Taylor accepted her first professional position in customer service with our company in order to learn the financial services industry from the ground up.
As a young professional, Taylor manifests an excitement for learning. Taylor enjoys having the opportunity to utilize her social skills to provide a positive experience for all of our clients. She is involved in providing assistance to our clients, agents and the Director of Operations. Her long-term goals are to become proficient at marketing and to manage the insurance division of Landis Financial Advisors, Inc.
Outside of work, Taylor enjoys being outdoors, playing with her puppy and visiting friends and family in her hometown of Chambersburg, PA.