About

What inspired you to work at Lantz Financial and when did you join the team?

I founded Lantz Financial in 2017, however, the idea had been brewing for the twenty-five plus years I had been in the business.  I realized there was a need to be able to change and provide objective advice free from corporate objectives and to act as a fiduciary for clients.  That was something increasingly difficult as the major firms consolidated.  Lantz Financial strives to provide tailored financial and retirement income plans for the right clients that meets their needs and expectations.  For the past two decades our focus has been on turning on clients’ income plans and providing realistic income streams that they cannot outlive.  Starting Lantz Financial allowed us to accomplish all of this with an independent spirit and not a boiler plate mentality.

What is your background including any unique skills or characteristics that you want to share?

Thirty plus years ago, I started in the business building up a clientele going door to door to meet clients in their homes.  I spent many years at AG Edwards as an advisor and branch manager until they merged with Wachovia and what became Wells Fargo Advisors.  During that time, I was fortunate enough to have earned many firm as well as industry recognition awards, such as the Forbes Best in state ranking and Chairman’s council from my firm for many years.  However, what I am most proud of in 30 plus years in the business is two things.  First, putting my team together has been such a rewarding experience. Second, my team has always done things the right way and so we have never had so much as a blemish of a client issue on our record to speak of.  We take great pride in that and make sure in the investment world there are no shortcuts.  Our focus has been helping clients turn their life savings around and provide that lifetime income stream that allows them to be able to do what they want.

What are one or two things you do for clients on a day to day basis?

The bulk of my time is spent with clients evaluating their goals and the progress towards those goals using our advanced planning tools.  We try to make sure we invest in the world we have not the one we want or the one the news outlets are talking about from day to day.  Most of the investment research I conduct is how things fit into a client’s plan and very little time is spent on individual transactions.  Our focus is long term investing as we believe that is the key to financial success.  In addition, we are constantly evaluating risk as it relates to clients’ portfolios.

Outside of the office, what would someone find interesting about you?

Outside of work and the personal things listed below, many people consider me a “foodie”.  Whether its cooking or finding that hidden gem restaurant I guess I would say food is fun for me.

Is there anything personal you wish to share?

I, like Dan and Derek, attended North Central College and played basketball for four years.  I have four children two of which attended Purdue University.  My outside interests consist of food of course, basketball, golf, reading, and travel.  As you continue reading you will note my two sons have both recently joined Lantz Financial which has been a blast for me.