Logan Schaefer, CFP®

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

While I was networking, I decided to reach out to Mike because I saw him listed as one of the best-in-state advisors on Forbes and that he graduated from North Central. The more I talked with the Lantz Financial team, it became clear that their values and philosophies aligned with my own. The true fiduciary approach to taking care of clients, motivated team culture, and standards of excellence were all aspects I was searching for in a firm, all of which I found at Lantz Financial. I enjoy that Lantz Financial is a real team, where everyone helps each other, which I grew accustomed to in sports. I joined in July of 2023 in a part-time role and started full-time upon the conclusion of my fifth year at North Central College.

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

I graduated from North Central College with a Bachelor’s of Business Administration in Finance and a minor in Political Science. I decided to major in Finance to keep my options open, and when I took Wealth Management with a great professor, I knew financial planning was my future. I ran cross-country and track while I was in college, learning Al Carius’s philosophy, which had a profoundly positive impact on my life. The work ethic and values I learned in his program have set me up for success for the rest of my life. I gained my CERTIFIED FINANCIAL PLANNER™ certification in May 2025. 

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

I enjoy working with our clients to develop a comprehensive financial plan that can help them achieve their goals. It is fulfilling to see a client achieve one of their goals, such as paying for college, buying a house, or paying off debt. I also continue to educate myself to keep up with the changes in our industry and find new opportunities for clients. 

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

Now that I am post-collegiate athletics, I enjoy running and training for marathons. I also enjoy reading philosophy books and autobiographies, my favorite being Shoe Dog by Phil Knight. I also love watching sports, as I have somehow become a fan of the Chicago Bears, St. Louis Cardinals, and University of Michigan football. 

Is there anything personal you wish to share?

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.