Team Member Profile

Professional Biography

Landon Lantz is a Paraplanner at Carlson Capital Management. In this role, he works closely with the firm’s wealth advisors, collaborating throughout the planning process to deliver comprehensive financial plans to clients. Landon is responsible for collecting, tracking, and monitoring related data, preparing presentation materials, and assisting with portfolio management. He also facilitates client-advisor communications and works proactively to monitor and complete client-related servicing activities. In addition, Landon is responsible for leveraging firm technology to best serve clients.

Landon is a graduate of Gustavus Adolphus College, where he majored in Financial Economics and minored in Statistics. At Gustavus, Landon was a recipient of the Dean’s Scholarship, and was active in the E. Terry Skone Investment Club. He was included in the MIAC Academic All-Conference as a member of the men’s basketball team.

Landon is originally from Lake Crystal, Minnesota, and now lives in St. Louis Park. In his free time, he enjoys staying active by golfing, playing basketball, and lifting weights. He also likes going out on the lake, being outdoors, traveling, watching sporting events or movies, and spending lots of time with family and friends.

Personal Thoughts

I began getting into realm of finance when I was a senior in high school after taking an elective personal finance course. We discussed topics such as personal budgets, loans, and most importantly, the power of compound interest. After watching a Dave Ramsey video in class about how small investments at a young age can create great future wealth, I was hooked. I learned about how time is one of the most important factors to becoming a great investor and building wealth, and I decided to open a Roth IRA and commit to $10 monthly contributions (which at that time in my life was truly a commitment).

Watching my own money grow inspired me to pursue teaching and helping others grow their own wealth and reach their financial goals. I started talking to friends, siblings, and other classmates about how simple a habit investing can be. Doing this made me realize that financial planning is what I wanted to do as a profession. There is a rewarding feeling helping others reach financial wealth, knowledge, and peace.