About

Team Member

Kris Crowley

Chief Compliance Officer

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

I carry the lessons I learned from distance running in college with me to this day. I am willing to put in the work that others may not because I have seen how it can take a long time for that work to pay off. Believing in delayed gratification and nurturing my work ethic are just two of many lessons I learned from Al Carius.

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

I graduated from the University of St. Thomas with a Bachelor of Arts degree in Business Administration, and I have a paralegal certificate. As a litigation paralegal and a contract paralegal it was vital to manage and prioritize multiple assignments and conflicting deadlines while providing a high level of client service. These attributes have helped me transition from the legal world into the financial services industry

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

My main focus is on compliance, and protecting and honoring the fiduciary obligations that we have to our clients. Additionally, cybersecurity is an area of focus. This includes staying current on evolving cyber threats, researching industry response best practices, and bringing applicable safeguards to Lantz Financial to ensure we are doing everything possible to protect our clients.

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

While traveling with my family, I have gone on some adventurous excursions. I have ziplined, biked down a volcano, and helicoptered over the Grand Canyon.

Is there anything personal you wish to share?

My husband and I have two adult kids. I enjoy traveling, reading, walking our rescue dog, and attempting to play golf.

The Lantz way

Step 1: The psychological aspect of finances

Step 2: Assessing your assets, liabilities, and sources of income

Step 3: Mapping out your expenses

Step 4: Meeting with your Lantz financial advisor to develop your plan 

Step 5: Monitoring and maintaining your plan

Let's Get Acquainted

We offer a complimentary "Get Acquainted" meeting to describe our services, and to see if our services are right for you.

Contact

  • Phone:
    (331) 204-6230
  • E-Mail:
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  • Address:
    1733 Park Street, Suite 350 Naperville, IL 60563
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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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