Our Team

  • Michael J. Lantz                         Financial Advisor, CFP®
  • Daniel B. Rohlfing                      Senior Financial Advisor, CFP®
  • Derek Raridon                            Financial Advisor
  • Dayna G. Tarr                              Registered Client Associate, AAMS®
  • Mandey Shrader                        Client Associate
  • Joanie Griffith                            Practice Manager

Congratulations Mike Lantz! 

One of Forbes 2019 Best-In-State Wealth Advisors* 

Our team has over 40 years of combined experience as investment and financial advisors in the Naperville area.  We have spent our careers helping individuals and families understand their goals and develop long term financial strategies designed to accomplish them.  We have tailored much of our practice towards creating retirement income strategies for clients as they transition into retirement.  As a client's needs change over time, our team works with them to make sure their financial strategies are appropriate.  In the face of recent economic turmoil, it has been especially important to help clients remain focused on their long term objectives.  It is during times like these that we believe it is most vital for us to help our clients see the big picture.

Click Here to view Forbes Best-In-State Advisors

*2019 Forbes Best-in-State Wealth Advisors - Ranking algorithm based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Investment performance is not a criterion.

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