Lant partners with Michael Halls in Stoker Ostler’s Salt Lake City office to deliver premier customer service and comprehensive financial services to clients. He strongly identifies with Stoker Ostler’s values to develop mutual respect with clients by putting their needs first and maintaining a high level of excellence, education, and credentials in the investment and financial planning fields. He seeks to understand each client’s unique situation and help them identify planning and investment solutions to reach their financial goals. Lant structures client portfolios, actively monitors investments, and rebalances accounts. He prepares financial plans and handles various operations tasks and client service activities. He contributes to the investment policy and strategy for the firm as a member of Stoker Ostler’s investment committee. Lant joined Stoker Ostler in 2010.
Lant received his bachelor’s degree in business management with an emphasis in finance at Brigham Young University, graduating magna cum laude. Lant is a Chartered Financial Analyst (CFA®) charterholder and a CERTIFIED FINANCIAL PLANNER™ professional. Lant is a member of the CFA Society of Salt Lake and is the Executive Secretary of the Salt Lake Chapter of the BYU Management Society, which recently raised over $100,000 to fund needs-based scholarships for high school seniors headed to college.
Lant is fluent in Spanish and enjoys doing a little bit of everything: sports, camping, hiking, traveling, snowboarding, serving in his church, and spending time with family and friends.
We offer a wide range of financial services to help you achieve the lifestyle you want and the goals that matter to you. Our personal approach is devised to help meet your unique needs and priorities.