Life never stands still. It evolves, changes direction and leads to new possibilities. That means your approach to financial security cannot be static. Together we will define what is most important to you and your family. Lance helps his clients clearly identify their goals for the future both personally and professionally. Through that process Lance helps clients assess different solutions for asset allocation and tax efficient strategies. Over a period of many years, we will assist our clients in accumulating, protecting and distributing their wealth, designed to promote their personal financial security goals.
My Mission
My mission is to provide clients with sound financial services, while acting with empathy and integrity. My work will be to impact clients in a positive manner realizing that the decisions a family makes today can dramatically alter the course of their lives tomorrow.
The Northwestern Mutual Difference
Backed by the strength of Northwestern Mutual, my team and I provide you with a balanced approach to achieving your goal of financial security, assuring that your intentions have been understood and your needs are being addressed. And when it comes to implementing solutions, the full capabilities of Northwestern Mutual are leveraged to provide you with exclusive access to a comprehensive variety of products and services.
