Lana Britz's Location
Kansas City, MO, US
Lana Britz's Work
- Senior Trust Officer @ Creative Planning
- Vice President, Senior Trust Officer Bank of America Private Wealth Management @ U.S. Trust
- Vice President and Trust Officer @ Midwest Trust Company
- Vice President and Trust Officer @ UMB Bank
Lana Britz's Education
- Cannon Financial Institute
- Rockhurst College
BS (Business Administration-Finance & Economics)
Lana Britz's Skills
- Wealth Management
- Estate Planning
- Mutual Funds
- Investments
- Financial Services
- Retirement Planning
- Securities
- Portfolio Management
- High Net Worth Individuals
- Trusts
Lana Britz's Summary
Lana Britz, based in Kansas City, MO, US, is currently a Senior Trust Officer at Creative Planning LLC, bringing experience from previous roles at U.S. Trust, Midwest Trust Company and UMB Bank. Lana Britz holds a Cannon Financial Institute. With a robust skill set that includes Wealth Management, Estate Planning, Mutual Funds, Investments, Financial Services and more, Lana Britz contributes valuable insights to the industry. Lana Britz has 2 emails and 1 mobile phone number on RocketReach.
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Laura McKnight
Director of Practice Development at Creative Planning
Leawood, Kansas, United States5+2 -
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