Connor Lantz
Financial Planner
CFP®
Professional
Connor brings a calm, thoughtful presence to the financial planning process — helping business owners and their families gain clarity and confidence in the decisions that matter most. As a Certified Financial Planner™ professional, he helps clients navigate both the big picture and the finer details of their financial lives.
Connor spent over 5 years preparing tax returns alongside his financial planning work — an experience that gave him a practical, behind-the-scenes understanding of how personal and business finances truly operate. That foundation, combined with his planning expertise, allows him to connect deeply with clients and build strategies that are both realistic and meaningful.
Certifications
Certified Financial Planner®
Education
Saint John’s University
Looking ahead
“I’m excited for the years ahead, which I see as full of opportunity and growth — both for our team at E-Wealth and for me personally. The prospect of expanding our firm’s reach and bringing our hands-on, values-driven approach to more business owners and their families energizes me. Watching our team grow stronger and more capable is incredibly rewarding, and I’m committed to helping guide that journey.
At the same time, I remain deeply dedicated to what matters most at home: spending quality time with Whitney and Inga, enjoying the outdoors together, and making the most of every moment.”
— Connor
Personal
Originally from Colorado, Connor swapped mountains for lakes when he moved to Minnesota to attend Saint John’s University, where he earned a degree in business finance — and along the way, fell for both the Midwest and his now-wife, Whitney.
They live in Watertown, MN with their daughter, Inga, and enjoy spending time outdoors as a family — hiking, skiing the Gunflint Trail, or paddling through the BWCA. Faith is a central part of their lives, and they are active members of Wooddale Church.
Connor is a lifelong learner and avid reader, always seeking new ideas to bring into his work and life. He also enjoys staying active year-round through hunting, golf, hockey, and cross-country skiing.
