JOSH LANTZ
CRPC® / Chief Investment Officer, Financial Advisor
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(888) 256-6855 ext. 408
With over 16 years of financial planning experience, Josh has worked on more than 500 doctors’ financial plans. “It’s very hard to find a doctor’s situation I haven’t seen before,” says Josh. This is only a snapshot of the expertise Josh brings to MD Financial. When he is not meeting with doctors Josh oversees the portfolio management for the firm.
Josh is committed to helping all of our doctors feel more secure about their financial future. “In order to do that I know it takes not only the educational training of my profession, but also attention to detail, an understanding of the unique circumstances and stressors our doctors face, and clear communication of a complex financial world. A high level of service is very important to our doctors, and we are happy to help them, we consider it an honor to serve who we do,” Josh explains.
With sharp organizational skills and a critical eye to detail, Josh works diligently with all of our teams to coordinate and deliver that exceptional level of service.
When not working, Josh enjoys skiing, getting out on the lakes, mountain biking, and hanging about with his wife Rayna, and their two children.
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Since joining the MD Financial Team Josh has received numerous industry honors and accolades.