Helen Ruiz
What inspired you to work at Lantz Financial and when did you join the team?
I recently joined the team in August of 2024. I was inspired to join Lantz Financial when learning about the service-oriented atmosphere and being able to help clients succeed with their goals. I liked the idea of working with a smaller firm, allowing me the opportunity of getting to know my team and our clients. As someone who is curious about new things, I also appreciate the continuous learning environment offered here.
What is your background including any unique skills or characteristics that you want to share?
This past year, I graduated from North Central College with a BBA degree in Marketing and Human Resource Management. While there, I took a variety of classes – from econometrics to tap dance, there was always something new to learn besides my main courses. Taking a variety of classes taught me to not be afraid of taking on challenges and being analytical during the learning process.
What are one or two things you do for clients on a day-to-day basis?
One of the main things I do on a day-to-day basis is communicate with our clients and serve as a resource for their needs. From here, it varies on what my day to day can look like – I could be processing deposits and distributions, opening new accounts, making updates to existing ones, among other things. Overall, I help keep track of different requests, paying attention to detail to make sure everything has the necessary materials and is processed accurately.
Outside of the office, what would someone find interesting about you?
I love trying out new things! Whether it be a new restaurant, activity, or place, I am curious & get excited for new adventures. I have turned into a big baseball fan, with the goal of going to all 30 MLB stadiums. I think it’s so fun looking for all the unique details that go into each stadium and being a part of the atmosphere.
Is there anything personal you wish to share?
I have two small dogs, Sophie and Sausage, who love treats and lots of attention when I’m home. My camera roll is full of pictures of them and the sky - two of my favorite things.
