Jeffrey S Lantz, CLU®, ChFC®

Financial Advisor

Team

As your Northwestern Mutual advisor, we are committed to helping clients whether they are concerned for their own financial needs or those of their family or business. As a dedicated team, we leverage our individual skill sets to make sure all of your questions are answered in a timely manner.

 
David Lantz

David Lantz, CFP®

Director of Planning

Office 404-841-5007

David guides clients through our entire process, ensuring all of your needs are met.  With a background in analytics and investments, David provides thorough insight to explain how you may reach your goals through proper wealth management and discipline.  He is licensed for all insurance and investment products and holds the CERTIFIED FINANCIAL PLANNERTM certification.

How can David serve you?
  •  Provide financial planning designed to reach client initiatives
  •  Facilitate investment management practice
  •  Oversee portfolio design and implementation
  •  Lead client review meetings

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™  and CFP®  (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. 

 

Maria Packard

Associate Financial Representative

Office 404-846-4068

Maria joined the Northwestern Mutual team in 2014 and works to enhance the overall client experience. As our operations coordinator, Maria is responsible for all underwriting, onboarding, and ongoing client service.  She holds her Georgia state license in life, health, and long-term care insurance.

How can Maria serve you?
  • Provide life, disability, and long-term care illustrations
  • Assist with general policy and billing information
  • Facilitate underwriting process and issues
  • Coordinate review meetings
 
 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck