Joanie Griffith

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

I have been with Lantz Financial for the past ten years. Before joining the team, I spent several years as a portfolio administrator with an RIA firm. I gained experience not only servicing clients directly, but also in retirement income management reporting. When presented with a chance to work at Lantz Financial, I saw the endless career opportunities, and I was excited at the possibility of helping to take the team from Broker Dealer to RIA. 

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

Since I started here at Lantz Financial, my role has shifted from client associate to practice manager, which is more suited to my strengths and interests. I run the team’s back-office functions such as HR, accounting, benefits, and strategic business planning. One of my strengths is the ability to see things from the bigger picture. I find excitement in streamlining processes and facilitating change to help our team move forward. 

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

I truly value the opportunities I have had to connect with our clients more personally through client events and office visits. Each client brings their own unique wisdom and life experiences, which I find both inspiring and deeply meaningful. 

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

Outside of the office I am most known as “the mom with five girls.”  In my free time, you can find me at Orange Theory, attending mom’s weekends at the University of Iowa or Mizzou, or in the kitchen exploring new recipes. Another interesting fun fact was that I “flew through the air…” as a gymnast in the Gamma Phi Circus at ISU. Teeterboard was my specialty. 

Is there anything personal you wish to share?

I attended Illinois State University, where I earned a Bachelor of Science in Economics. However, my greatest accomplishments are my children.