Our Associates

 
  • Michael J. Lantz, CFP®

    Michael J. Lantz, CFP®

    Managing Principal

  • Daniel B Rohlfing, CFP®

    Daniel B Rohlfing, CFP®

    Senior Financial Advisor

  • Derek Raridon

    Derek Raridon

    Financial Advisor

  • Dayna G. Tarr, AAMS®

    Dayna G. Tarr, AAMS®

    Registered Client Associate,

  • Joanie Griffith

    Joanie Griffith

    Practice Manager

  • Mandey Shrader

    Mandey Shrader

    Client Associate

  • Kris Crowley

    Kris Crowley

    Client Associate

  • Maddie Griffith

    Maddie Griffith

    Client Associate