About

Team Member

Mandey Dunn

Senior Client Associate
Certified Estate and Trust Specialist™

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

I, like Dan and Derek, attended North Central College and played basketball for four years. I have four children two of which attended Purdue University. My outside interests consist of food of course, basketball, golf, reading, and travel. As you continue reading you will note my two sons have both recently joined Lantz Financial which has been a blast for me.

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

I received my bachelor’s degree in 2017 from Aurora University in disability studies while playing softball all four years. As a successful student athlete while also working to pay my own way through college I know the difficulty and importance of handling many different things at one time. I think this experience has prepared me to work with so many of our clients and their unique situations, and it has also helped me better understand the various challenges our clients deal with throughout their lives as well. In 2022 I became a Certified Estate and Trust Specialist™ and currently working on becoming a Certified Annuity Specialist™

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

One of my favorite things about my role is that every day is different, and every client is different. In serving our clients, I am trying to figure out how I can make that person’s life a little bit easier that day by providing a solution for them and making sure they know we are focused on their needs. When I am not interacting with clients directly, I am still concentrating on service working behind the scenes with annuities, supporting the income plans, and portfolios we manage for our clients.

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

I grew up on a farm in Northwest Indiana where we raised cattle, turkeys, and show horses. There came a point in my childhood when I stopped showing horses because of my passion to play softball. I come from a big family, my mom was 1 of 8 kids, and I have over 20 first cousins on my mom’s side. Most of us lived on the farm together. A couple of my favorite adventures include snorkeling in the Bahamas and ziplining in Honduras.

Is there anything personal you wish to share?

Family is everything to me! I recently got married and currently have 2 kids, with another on the way. When my weekends are not filled with activities for the kids, I like to visit my parents and brother in Indiana.

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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