Josh Lantz, CRPC®

Josh determined early on in college that he loved the financial industry. He has been passionate about comprehensive financial planning ever since. “To me it is very exciting to help clients understand how we can address some very complicated aspects of their financial situation. Through our attention to detail we build trust and clients know that we have their best interest in mind.”

Josh has served in multiple financial planning practice firms, including one of the top team practices at one of the larger broker dealers in the country. “With each experience, I have witnessed the importance of communicating with clients on a high level to make sure they understand the nuances of how we address their their goals. Clients just want to know that everything is in good hands.”

Josh works with a team of professionals, each specialists in their field including – financial planning, investments, insurance, and estate planning. He addresses each client’s expectations, of him, the firm, and their finances. Helping clients feel more comfortable about their future.

Josh is excited about working with Brad, his dad because of the compatibility of values and their desire to put the client first. “After the initial meeting, I am the client’s point of contact, while the client might not be able to reach my dad at times, they can reach me and I will make sure their questions are answered.”

Josh lives near Lake Calhoun where he enjoys ‘running the lakes’. He also loves mountain biking, skiing and playing the guitar. He is a graduate of Iowa State in business Finance and was involved in serving the community through his fraternity.

Contact Josh today Josh@VestmentFinancial.com