Kris Crowley
What inspired you to work at Lantz Financial and when did you join the team?
I first got to know Mike when he was my daughter’s basketball coach. As a coach Mike demonstrated integrity, strategic thinking, and poise under pressure. When he approached me about joining his team in January 2019, I was intrigued to hear about his recent transition to going independent, his plans for growth, and the client service model the firm would be embracing. I was excited to see the traits Mike demonstrated as a coach applied to his business, and I knew I wanted to be a part of his team.
What is your background including any unique skills or characteristics that you want to share?
I graduated from the University of St. Thomas with a Bachelor of Arts degree in Business Administration, and I have a paralegal certificate. As a litigation paralegal and a contract paralegal it was vital to manage and prioritize multiple assignments and conflicting deadlines while providing a high level of client service. These attributes have helped me transition from the legal world into the financial services industry.
What are one or two things you do for clients on a day-to-day basis?
My main focus is on compliance, and protecting and honoring the fiduciary obligations that we have to our clients. Additionally, cybersecurity is an area of focus. This includes staying current on evolving cyber threats, researching industry response best practices, and bringing applicable safeguards to Lantz Financial to ensure we are doing everything possible to protect our clients.
Outside of the office, what would someone find interesting about you?
While traveling with my family, I have gone on some adventurous excursions. I have ziplined, biked down a volcano, and helicoptered over the Grand Canyon.
Is there anything personal you wish to share?
My husband and I have two adult kids. I enjoy traveling, reading, walking our rescue dog, and attempting to play golf.
