Lance joined the firm in 2000 and works in conjunction with Ron to provide his clients with a higher level of service and personal attention.His primary function involves investment research, portfolio design and execution.He also provides backup Office of Supervisory Jurisdiction (OSJ) duties throughout our region.
As a graduate from the United States Military Academy at West Point, New York, he served almost eight years of active military service as a commissioned officer and an AH-64A "Apache" helicopter pilot.Lance earned his B.S. Degree in Systems Engineering with a concentration in Business Management from West Point in 1993. He has also graduated from the College of Financial Planning in Denver, Colorado, in April of 2000, and earned the Certified Financial Planner (CFP) designation in 2003.Registrations held include FINRA Series 7, 66 and 24.
Lance enjoys life by spending quality time with his wife, Shelly, daughter, Hayden, and his three boys Cason, Reece and Liam. His interests include coaching various youth sports teams, fly fishing, playing flag football, softball and rooting for his favorite college football teams.Whether it is an assistant baseball coach for Union High or helping out local youth sports organizations, Lance stays active within his community. Also, a proud supporter of the Wounded Warrior Project.
Although the road to financial success can be bumpy or unclear, Lance is dedicated to providing unparalleled support and guidance to our clients to help them achieve financial independence.