Our Team

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Congratulations Mike Lantz! 

One of Forbes 2021 Best-In-State Wealth Advisors* 

Our team has over 60 years of combined experience as investment and financial advisors in the Naperville area.  We have spent our careers helping individuals and families understand their goals and develop long term financial strategies designed to accomplish them.  We have tailored much of our practice towards creating retirement income strategies for clients as they transition into retirement.  As a client's needs change over time, our team works with them to make sure their financial strategies are appropriate.  In the face of recent economic turmoil, it has been especially important to help clients remain focused on their long term objectives.  It is during times like these that we believe it is most vital for us to help our clients see the big picture.

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*2021 Forbes Best-in-State Wealth Advisors - Ranking algorithm based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Investment performance is not a criterion.