Who We Are

Timothy M. Hayes, MBA, CFP®, is the founder and President of Landmark Financial Advisory Services, LLC. He is a member of the National Association of Personal Financial Advisors (NAPFA), the Financial Planning Association (FPA), the Estate Planning Council of Rochester (EPC) and holds the coveted CERTIFIED FINANCIAL PLANNERTM Practitioner designation. Tim is a frequent contributor to local and national financial-interest media and publications, including The Wall Street Journal, The New York Times, Money Magazine, and Kiplinger's Personal Finance, to name just a few. He is also included among the contributors to the popular Just Give Me the Answer$: Expert Advisors Address Your Most Pressing Financial Questions (Dearborn Trade) and Tips from the Top: Targeted Advice from America's Top Money Minds (Alpha). Tim is an expert in the areas of advanced college financial planning and retirement income planning, and has repeatedly been named one of "America's Best Financial Planners" by the Consumers' Research Council of America in its "Guide to America's Best Financial Planners."

SUMMARY OF EXPERIENCE:

  • Experienced financial consultant involved in the financial services profession since 1998.
  • Founded Landmark Financial Advisory Services, LLC in October 2001 to offer quality, conflict-free financial planning services and investment advice to clients from all walks of life.
  • Vice President of Regent Financial Group, LLC in Rochester, NY, 2000-2001.
  • Financial Consultant with Chase Investment Services Corp., 1998-1999.
  • Registered Representative with 1717 Capital Management Co., 1998.
  • CERTIFIED FINANCIAL PLANNERTM Practitioner, CFP Board of Standards, since 2005.
  • Certified College Planning Specialist, National Institute of Certified College Planners, since 2002.
  • Registered Financial Consultant, IARFC, Inc., 2001-2008.
  • Chartered Mutual Fund Counselor, College for Financial Planning, 2000-2009.
  • Adjunct Instructor, Medaille College, 2006.
  • Adjunct Instructor, St. John Fisher College, 1999-2002.

EDUCATION:

  • CFP Board-Registered Educational Program, Medaille College, 2004.
  • Master of Business Administration (Finance), St. John Fisher College, 1998. With Distinction.
  • Bachelor of Science, Management (Marketing, Finance), St. John Fisher College, 1997. Summa Cum Laude.

CITATIONS:

  • Named one of "America's Best Financial Planners" by the Consumers' Research Council of America, 2005, 2006, 2007, 2008.
  • Best Financial Planner, Rochester's Choice Awards, Democrat and Chronicle, 2005, 2006.
  • Part-Time Faculty Award for Teaching Excellence, St. John Fisher College, 2002.
  • MBA Scholarly Achievement Award, 1998.
  • Academic Honors Medallion, Financial Executives Institute, 1998.
  • Wall Street Journal Award, Excellence in Management, 1996.
  • Phi Theta Kappa, 1994.

SOCIAL/CIVIC/PROFESSIONAL AFFILIATIONS:

  • Executive Committee Member, Estate Planning Council of Rochester, 2009-Present
  • Executive Director, National Institute of Certified College Planners, 2002-2004. 
  • Mentor, Start-Up Resource Program; The Greater Rochester Metro Chamber of Commerce, 2003.  
  • Member, Pittsford Rotary Club, 2001-2004.
  • Member, Temple B'Rith Kodesh Finance Committee, 1998-1999.
  • Big Brother, Big Brothers/Big Sisters of America, 1990-1991.


                                                                            
 
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