Lance brings passion and commitment to his client relationships. As a CERTIFIED FINANCIAL PLANNER™ professional with a master’s degree in financial planning, he guides clients to their goals with a high level of expertise. His number one objective for clients is leading them to fulfilling their life of abundance, whatever that my mean to them.
He started his career in May of 2008 at the peak of the “Great Recession” after finishing his undergraduate degree at the University of Central Missouri. This allowed him the perspective of helping clients achieve their goals when the market and economy were less than favorable. These tough times laid the foundation that built the principles we still plan with today. “A financial plan has to accept and anticipate that we have no control of the market or the economy.” Each clients’ financial planning and wealth management journey is different. If we can create and implement a road map with proven strategies rooted in math and history, we will have the highest probability for success. The one thing we can’t control when navigating that road map is the weather, so we need to make sure we pack a raincoat and snow chains for the adverse times. Putting together these building blocks is something he thoroughly enjoys!
Lance and his wife Heather both grew up in the Lee’s Summit, MO area. They now reside just north of downtown in Liberty, MO with their 2 children and 2 rescue pups. In their free time they enjoy time at the lake as well as good food with good friends! They both carry a deep purpose of helping others which they get to practice each day in their professions.