About

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

I have known most of the Lantz Financial team members for much of my life. I always knew what the atmosphere was like at Lantz Financial and the positive impact the team members have on the clients as well as each other. Nonetheless, since joining the team in March of 2024 my expectations have been exceeded.

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

I graduated from Purdue University with a Bachelor of Science in Management. I started out in the Financial Service industry working at JP Morgan as a Client Data Analyst. There is where I began to learn the many components of the industry and sharpen my skills by working with clients and advisors on different types of trades and transactions.

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

My role as Portfolio Administrator on the Lantz Team is to provide internal support to the advisors on all things’ portfolio maintenance. On a day-to-day basis I assist with investment operations to help the advisors efficiently implement our clients’ personalized financial plans.

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

My biggest hobbies outside of work are playing golf and cooking. I love to challenge myself by making new meals and using different methods of cooking. I want to have the most appealing leftovers at lunch every day.

Is there anything personal you wish to share?

I am an avid sports fan and recently enjoyed watching my Purdue Boilermakers advance to the Men’s Final Four.