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 event...

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