Connor G. Lantz is our Client Services Associate. His focus revolves specifically around the client experience as it relates to financial planning, client communication, and technology usage.
Additionally, he now leads the internship program at SBI Wealth Management where he has relevant experience as he was the very first intern over 7 years ago!
A Colorado native, Connor ventured to the Midwest where he attended Saint John’s University and received a degree in business finance.
In his spare time, he has volunteered with organizations such as Vision Loss Resources as well as Everybody Wins Minnesota. His passions include hockey, golf, and anything that gets him outdoors. On the weekends, Connor can be found hiking, perfecting a homebrewing recipe or planning for one of his annual summer BWCA trips with friends and family.