Mandey Shrader

Mandey Shrader

Client Associate

Phone: 331-204-6230
Fax: 331-229-8632
E-mail:


I am excited to be on board with the Lantz Financial Team. My home town is in Northwest Indiana where I was raised on a large working farm with lots of animals. I am a recent graduate of Aurora University where I obtained my Bachelor’s degree while playing softball for four years. While attending school, I worked in the service industry working long weekends and evenings. Between my studies, my softball career, and my job, I have proven to be able to successfully juggle multiple roles and responsibilities. I am a dedicated worker, and I will do whatever it takes to ensure the happiness and security of the clients of the Lantz Financial Team.

Areas of focus:

  • Scheduling of appointments, reviews, and seminars

  • Communicate important messages to clients and team members in a timely fashion

  • Utilization of social media

  • Individual retirement needs including contributions and distributions

  • Facilitate movement of funds through various accounts to fulfill long term plan objectives

  • Assist with educational savings as well as distributions to fund educational needs

  • Account maintenance through statements reports and online access

  • Tax reporting to you and your accountant

  • Ensure client concerns and needs are addressed with timely answers by our team

Education

  • Bachelor of Arts in Disabilities Studies-Aurora University

Personal

 

  • Resides in Wheaton, IL.

  • Parents James and Jan, Brother James

  • Interests include running, and spending time with family and friends

1733 Park Street Ste. 350 Naperville, IL. 60563  (331) 204-6230

.  

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck