Michael Castillo, CFP®, CLU

Michael grew up in Duncanville, Texas, dreaming not of finance, but of a glittery bass boat and a career on the professional fishing circuit. He chased that dream through college at Stephen F. Austin University and for a short time after graduation — until reality, and a remarkable woman, changed his course. He married Jill, a Canadian he’d met in class, in a ceremony in Ontario on September 22, 2001 — just days after 9/11 grounded air travel and nearly kept his entire family from attending.

Newly married and needing a real career (i.e. broke!), Michael answered a newspaper ad for a life insurance agent position with New England Financial. He knew nothing about insurance or financial planning. He took the job anyway. It turned out to be the second-best decision of his life.

The work was hard, but it taught Michael something more valuable than product knowledge: how to genuinely serve hardworking, middle-class Americans. He learned what actually works — the mindset, the strategies, the discipline — and dedicated his career to putting those tools in the hands of the people who need them most. That commitment is the foundation of Landmark Financial Services, which today serves clients across 17 states from Addison County, Vermont.

Michael and Jill have two sons. Tanner, a junior at St. Lawrence University, is a high-achieving Air Force ROTC cadet. Cameron, a talented right-handed pitcher, will be playing baseball at Saint Michael’s College beginning in the fall of 2027.

When he’s not in the office, you’ll likely find Michael in the field. A passionate bowhunter and outdoorsman, he is pursuing the North American Super Slam — a lifelong quest to harvest every recognized species of North American big game with a bow and arrow.

Michael Castillo is a Registered Representative and an Investment Adviser Representative of Equity Services, Inc.  He offers securities in AK, AZ, CT, FL, IA, MA, ME, MS, NC, NH, NMNY, OK, PA, RI, SC, TN, TX, VA, VT, and WY and is insurance licensed in VT, ME, MA.  

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.