1824 Black Lake Blvd., SW Suite 101
Lance has provided financial guidance to individual clients since 1996. His primary focus is on tax advantaged investment vehicles, asset protection strategies and family wealth management. He has helped hundreds of families and institutions work toward the achievement of their financial goals. His commitment to being an active participant in his client’s financial decisions is what sets him apart from other financial advisors.
Visa, Mastercard, Discover, American Express
9 am to 4 pm