Life·Wealth·Planning·Investing  
line decor
  home : who am I : how I help you : your investing experience: any questions? : life intersects wealth publication
line decor
   
 
Who Am I
 
 

Michael Lantz
Owner, CEO
CPA/PFS, CFP®

Most of all I'm a friend to many people. I have some passions in life; my family, country, health and serving others. I have two sons that are serving our country in the military. My wife and I are proud grandparents. I love racing Ironman® triathlons. I'm a coach (Tri-umphant Coaching™) and love seeing others cross the finish line.

My wife and I help depressed youth through Joyfulhope.org.

I love American business and everything that goes with it. I'm an entrepreneur and many other entrepreneurs are my good friends. World capital markets fascinate me. I hate paying income or estate tax. I usually see a much different perspective than most and many of my customers call me and ask me questions about a lot of topics.

I'm "Ronald Regan" conservative. I cherish the comment in the United States Constitution that says, "We the people." I believe all people are created equal. People deserve freedom to make wise choices about what's best for them and their families.

I'm a member of The Church of Jesus Christ of Latter-Day Saints and through service and the love of others, we can make the world a better place.

Please click to be directed to my Facebook page:

 

 

Laura McCormack
She's my partner
CFO, Portfolio Manager, Registered Investment Advisor

Laura is my good friend. She is the best at customer service than any person I've ever known. She love animals and owns several dogs. I think it is cool that she owns several exotic birds.

She can organize and find answers to our customer's questions fast. I'm amazed how many friends she has at Schwab Institutional, the place that holds our customer's portfolios.

She loves health too. She does yoga and works out almost every day. Once a year she participates in a fundraiser bike ride from San Francisco to Los Angeles. It lasts a week and covers 575 miles, wow!

She is smart too. She passed the CPA exam in New York prior to moving to Las Vegas many years ago. Our firm's books are squeaky clean.