Cheryl Lantz has been affiliated with North Compass Financial Advisors since 2020 as the Executive Assistant and Compliance.
Cheryl’s background was in Hotel Management and Executive Administration, which gives her impeccable customer service skills and attention to detail.
Cheryl manages North Compass Financial Advisors office daily operations to include client relations, assisting clients and advisors with account set up & ongoing maintenance, client distributions and deposits, quarterly and annual client performance reporting.
With Cheryl’s outgoing, friendly and helpful personality, she makes every client feel welcome and valued.