Meet The Team

Team Member

Michael J. Lantz, CFP®

Managing Principal | Certified Income Specialist™
Team Member

Daniel B. Rohlfing, CFP®

Financial Advisor
Team Member

Derek Raridon

Financial Advisor
Team Member

Dayna G. Tarr, AAMS®

Client Associate | Certified Estate and Trust Specialist™
Team Member

Joanie Griffith

Practice Manager
Team Member

Mandey Shrader

Client Associate | Certified Estate and Trust Specialist™
Team Member

Tracy A. O’Callaghan

Client Associate
Team Member

Kristin M. Crowley

Financial Paraplanner Qualified Professional™
Team Member

Maddie Griffith

Client Associate
Team Member

Anna Lantz

Marketing Specialist

Contact

  • Phone:
    (331) 204-6230
  • E-Mail:
    This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Address:
    1733 Park Street, Suite 350 Naperville, IL 60563

Investment advisory services provided by Lantz Financial, LLC, an SEC registered investment adviser. This website is only intended for clients and interested investors residing in states in which we are registered to provide investment advisory services or exempt from registration. Please contact us to determine if the firm provides investment advisory services in the state where you reside. All content on this site is for informational purposes only and should not be considered investment advice. Material presented is believed to be from reliable sources and no representations are made by our firm as to another party’s informational accuracy or completeness. Neither Lantz Financial, LLC nor its representatives provide tax or legal advice, and nothing herein should be construed as such. Always consult with your tax advisor or attorney regarding your specific circumstances.
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