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Meet Our Team

At our firm, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients. We can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management analysis.

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What is a good approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.


Registered Representatives of Equity Services, Inc. do not offer tax or legal advice.  For advice concerning your own situation, please consult with your appropriate professional advisor. 

Michael Castillo, CFP®, CLU

802-877-2300

802-877-3597

[email protected]

I love what we do at Landmark Financial Services. Every day is a new opportunity to change people’s lives, sometimes for generations to come. Growing up in Texas, I didn’t know what I was going to be when I grew...

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Michael Donnelly, LUTCF

802-877-2300

[email protected]

I grew up in North Ferrisburgh, Vermont and graduated from State University of New York Delhi with a degree in Hotel Restaurant management. Over the next 3 years I managed food service operations in Vermont and New York State.

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Judy Hayes

Office Manager

802-877-2300

802-877-3597

[email protected]

Judy joined Landmark Financial Services in August of 2016 after working with College Planning Associates in Burlington, and prior to that as the office manager and assistant to financial advisor, Rod Cousino in Bristol. She is a...

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Tracee Toof

Marketing & Communications Coordinator

802-877-2300

802-877-3597

[email protected]

Tracee has been with Landmark Financial Services since August of 2017 after working for Gallagher, Flynn and Company in South Burlington as their Marketing Assistant and prior to that as the Marketing and Events Coordinator at The...
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