Lanna Schroeder helps create a positive client experience through personalized customer service that is proactive and timely by nature. Lanna is a seasoned professional in the securities industry with 29 years of experience. Lanna strives to answer phone calls immediately as they come in and not rely on voicemail.
Lanna has spent most of her career at larger firms. Over the years, Lanna has refined her organizational skills, as well as client relations skills rooted in care and genuine concern that benefit clients and support the overall practice.
Lanna and her husband, Tim, will celebrate their 22nd anniversary this year. Their son, Riley, is enrolled at the University of Colorado, Boulder, and their daughter, Sydney, will begin college at the University of Colorado, Boulder, in the fall of 2017.
Sean has served clients in the financial services industry since 2004, specializing in Corporate Benefit Solutions and high net worth individuals and retirees.
Prior to 2004, Sean traveled throughout North America, auditing large corporations for best practices regarding quality systems. This role brought him to east Asia, where he stepped away from his auditing role to own and operate an English Language School with his wife for 4 years. Sean also sold precious metals during his time in Japan.
Sean has been married to his college sweetheart Yuka for 23 years. Together, they have four children – Abby who is attending Texas A&M, Gabe who is pursuing music, Misha whose passion is club baseball and the youngest - bubbly Adiel. Sean is incredibly proud of his kids and spends as much time as possible with them and Yuka. The family loves their community and Colorado life.
Kerry has spent the past 17 years with large financial services firms in a variety of roles with increasing levels of responsibility. Most recently, she was responsible for the oversight of the profitability, human resources and client service functions of 15 branches with more than 450 employees across three states.
The variety of roles Kerry has filled provides her with the background needed to fill her role as Director of Operations with Resolute Independent Advisors. Together with Todd and Brad, she helps ensure the smooth operation of the office, with the goal of making it a great place for employees and clients alike. Kerry also coordinates the group’s philanthropic endeavors to help make an impact on the Colorado Springs community.
Having grown up on the East coast, Kerry attended Lehigh University in Bethlehem, PA, where she received her Bachelor of Science degree with a focus in Finance and Marketing. It was here that she met her husband, Spencer. Their mutual love of the mountains and the outdoors in general drew them to Colorado. They are both passionate about mountain biking and snowboarding, and also spend time hiking, running and road biking. Kerry and Spencer share their home with their two Viszlas, Spokes and Hermosa.