About

Team Member

Anna Lantz

Marketing Specialist

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

I joined the Lantz team in September of 2022. I decided to join the team because I wanted to gain office experience before going back to school. I love being a member of the team and have lots of fun in the office.

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

I recently graduated from Purdue University in May of 2022 with a Bachelor of Science in Psychology, Bachelor of Arts in Law and Society, and a minor in Forensic Sciences. During my Senior year I was also a teaching assistant in the forensic science department.

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

My typical workflow consists of running our social media accounts and sending emails to clients. I also coordinate our events and plan new marketing strategies to reach different clientele. We have recently begun a Lantz Financial podcast and are prepping for a new website launch in January of 2023.

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

Outside of Lantz Financial I also work part-time at a small business called Sara Boo Creek, I have been employed there for six and a half years and love every second of it. I spend a lot of my free time working on puzzles, reading books, and trying new foods.

Is there anything personal you wish to share?

I am 22 years old being Mikes oldest daughter and number two of four children. I plan on attending Law School beginning in the Fall of 2023 and I am still undecided on where I will be attending.

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

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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