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Landon

Our Team

Landon Wollesen

Client Service Associate

Landon joined WMS Advisors LLC in 2025 and has spent the past year serving as a Client Service Associate. After nine years in education, she transitioned into financial services, bringing strong communication skills and a passion for helping others. She holds a B.A. in Elementary Education from East Carolina University.

In her role, Landon supports client servicing, new client onboarding, investment and financial planning initiatives, and advisor support, helping ensure a seamless client experience.

She lives in Rock Hill with her husband, Matt, and their two children, Harris and Miller Kate. Outside of work, she enjoys time with family, running, trying new restaurants, and visiting her family’s farm.


Where is your happy place? My happy place is my family’s farm in Winnsboro, SC — it’s where I can relax, recharge, and spend quality time with the people I love.

What do you enjoy most about working with clients? What I enjoy most about working with clients is building meaningful, long-term relationships based on trust and reliability. I take pride in being a consistent point of contact, anticipating needs, and ensuring every detail is handled with care. Helping clients feel supported, informed, and confident in every interaction is what makes my work truly rewarding.

When you are not at the office, you can often be found doing what? When I’m not in the office, you can usually find me spending time with my husband and two kids or out on a run. I’m working toward completing a half marathon this year!

The one thing I couldn’t live without is: My family.

My dream vacation is: the over the water bungalows in Bora Bora.


Firm Responsibilities

  • Client Servicing
  • New Client Onboarding
  • Investment and Financial Planning Support
  • Advisor Support