About Us
Lance is a CERTIFIED FINANCIAL PLANNER (CFP)® who enjoys partnering with hard working families to bring clarity and confidence to their financial plans.
With over 25 years of wealth management experience, he loves to build relationships with clients to discover all of the positive possibilities for a secure retirement.
Disclosure: Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.
This communication is strictly intended for individuals residing in the states of AR, AZ, CA, CO, FL, IL, KS, LA, MO, NE, OK, SC, TX, UT, WA. No offers may be made or accepted from any resident outside the specific state(s) referenced.
This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.
Copyright All Rights Reserved © 2024 | All Rights Reserved.