Lance has been in the financial services industry since 2011and joined Lori’s team in 2014. He has the Certified Financial Planner (CFP ®) designation. Lance listens and understands a client’s situation before making recommendations. He helps clients define and prioritize their goals. He explains their financial choices, provides education and takes away the pressure and complicated unknowns surrounding their financial situation. He partners with clients to navigate life’s transitions. Lance provides customized advice and implements strategies to pursue and achieve client’s financial goals, regardless of their net worth.
Lance graduated from NDSU (North Dakota State University) with a degree in Business Administration. Lance and his wife Molli live in Saint Paul and are busy keeping up with their children, Elle (2016), Ian (2019) and their rescue dog, Milo. They stay active by running, swimming, riding the Peloton and ushering their children to all their extracurricular activities. Lance and his family are the happiest in the water! They love swimming anywhere there’s water: a pool, lake and, of course, the ocean. Sports have always been a part of Lance’s life; he is a Twin’s season ticket holder and spends every Saturday in the fall cheering on the NDSU Bison football team.