About Us


Our MissionYour Success Is Our Only Mission 

Founded in 2017, Lantz Financial is an independent firm that isn’t beholden to proprietary products or outside influences—and we’re committed to keeping it that way. Remaining independent means we can stay focused on what really matters: helping our clients succeed.

Personal Service

We don’t believe in off-the-rack financial solutions. We’re committed to providing personalized service and tailored financial guidance that fits your individual needs.

Long-Term Support

We’re a firm built on relationships, not transactions. We believe in providing ongoing support and guidance to our clients, from the first meeting to the fulfillment of their financial goals.

Your Interests First

As an independent fiduciary, our promise is to always put your best interests first. We only give advice that we’d follow ourselves, and are committed to always doing what’s best for you.

Meet your teamSkilled Advisors You Can Trust on
Your Financial Journey

Michael Lantz

Michael J. Lantz, CFP®

Managing Principal | Senior Financial Advisor

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Daniel Rohlfing

Daniel Rohlfing, CFP®

Principal | Senior Financial Advisor

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Derek Raridon

Derek Raridon

Financial Advisor

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Maddie Griffith

Maddie Griffith

Financial Advisor

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Logan Schaefer

Logan Schaefer, CFP®

Financial Advisor

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Dayna G. Tarr

Dayna G. Tarr, AAMS®

Senior Client Associate

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Mandey Dunn

Mandey Dunn

Senior Client Associate

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Tracy O’Callaghan

Tracy A. O’Callaghan

Senior Client Associate

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Helen Ruiz

Helen Ruiz

Client Associate

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Joanie Griffith

Joanie Griffith

Practice Manager

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Kris Crowley

Kris Crowley

Chief Compliance Officer

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Ryan Lantz

Ryan Lantz

Portfolio Administrator

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Sam Pryor

Sam Pryor

Financial Associate

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Our ProcessLearn the difference
The lantz way makes

Through our years of experience, we’ve developed a 5-stage process that allows us to provide customized plans and services that can help each of our clients succeed. 

  1. Asking the Right Questions: We talk to you about your expectations and concerns, your assets and liabilities, and your goals for the future.
  2. Developing the Right Plan: We’ll perform an evaluation based on the information we’ve gathered and build a plan that’s right for you.
  3. Staying on the Right Track: We’ll continue to revisit and reassess the current plan and make any changes needed to keep you on track to your goals.
Let's Begin

Contact UsLet’s Talk
about Your Goals

If you’re looking for answers to some of those big financial questions, we encourage you to reach out to Lantz Financial today. Schedule a consultation with one of our team members, and see how our financial planning services can help you reach your goals.

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