Lance helps affluent individuals, families and business owners define, plan for and achieve their financial objectives. He constantly works to improve the way financial advice is delivered so that clients will make better decisions to improve their quality of life and sense of financial security.
“Every morning I have the opportunity to work with some great people, both clients and coworkers."
Lance understands that financial planning not a one-size-fits-all approach and is skilled at providing tailored strategic advice, financial review and guidance across the full spectrum of wealth management services.
Away from the office, Lance's most important job is being a loving husband to his wife, Carrie, and father to his daughter, Avery. Most of his evenings and weekends are spent with Avery at the soccer fields where she pursues her passion as a soccer player. You might also find him firing up his barbecue grill, spending time with friends or enjoying a football game or movie at his house.
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