About Lantz
As an associate wealth advisor, Lantz works to help clients realize success in achieving their long-term financial objectives. He builds relationships with clients that run deep, getting to know their goals, motivations and values. This level of familiarity provides the foundation for long-term relationships built on trust and confidence. Lantz takes his work personally and feels most rewarded when clients provide positive feedback regarding the work he does. He gets great satisfaction from long-term relationships and seeing clients accomplish their goals and objectives.
Lantz was first attracted to the wealth advisory industry because of its analytical characteristics. While his work may have an intangible quality, his efforts on behalf of clients can meaningfully impact their lives, security and well-being. Throughout his career Lantz has come to most value the time spent with clients.
Lantz received a bachelor’s of finance from the University of Utah and has earned the Chartered Financial Analyst (CFA®) designation.
A Utah native, Lantz and his wife moved to Oregon in 1999 and settled in Hubbard with their daughter. In his spare time Lantz enjoys playing the piano, learning foreign languages, and traveling.
As an associate wealth advisor, Lantz works to help clients realize success in achieving their long-term financial objectives. He builds relationships with clients that run deep, getting to know their goals, motivations and values. This level of familiarity provides the foundation for long-term relationships built on trust and confidence. Lantz takes his work personally and feels most rewarded when clients provide positive feedback regarding the work he does. He gets great satisfaction from long-term relationships and seeing clients accomplish their goals and objectives.
Lantz was first attracted to the wealth advisory industry because of its analytical characteristics. While his work may have an intangible quality, his efforts on behalf of clients can meaningfully impact their lives, security and well-being. Throughout his career Lantz has come to most value the time spent with clients.
Lantz received a bachelor’s of finance from the University of Utah and has earned the Chartered Financial Analyst (CFA®) designation.
A Utah native, Lantz and his wife moved to Oregon in 1999 and settled in Hubbard with their daughter. In his spare time Lantz enjoys playing the piano, learning foreign languages, and traveling.