Lance is a Senior Wealth Advisor with over 20 years of private wealth management experience advising high-net-worth Clients. At Compound Planning, Lance specializes in retirement accumulation and distribution planning, portfolio design, stock option awards, and business liquidation events. Lance enjoys partnering with lifelong learners who value the freedom their wealth provides. His focus on tailored solutions and ability to add value has garnered tremendous Client loyalty. Before joining Compound Planning, Lance researched and created content as an Analyst for over 400 investment advisers globally and presented at hundreds of client events. Lance serves on the Editorial Advisory Board for the Investments & Wealth Monitor. Lance obtained a BA in Psychology and an MBA from Alfred University. He holds the CERTIFIED FINANCIAL PLANNER™, Certified Investment Management Analyst®, and Certified Private Wealth Advisor® certifications. Lance and his wife, Andrea, live in Florida and enjoy traveling, English and French Bulldogs, volunteering at the Humane Society of Tampa Bay, and spending time with friends and family.
ARS Wealth Advisors
HSBC Bank & HSBC Securities
Certified Financial Planner™
Certified Investment Management Analyst®
Certified Private Wealth Advisor®
Master of Business Administration
Liquidity event planning