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The portfolio architect
Lance transitioned to Raymond James in 2009 from another major brokerage firm, where he managed investment portfolios. Lance takes great pride in sharing his investment knowledge with clients. As such, he is dedicated to keeping himself well-educated to best serve the interests of his clients in the ever-changing financial markets. His area of expertise is portfolio analysis, which includes reduction of fees, proper asset allocation and tax efficiency. In addition, he helps clients set up estate plans.
Lance lives in Lawrence with his lovely wife, Karin, and their four children: Kerian, Quinn, Tierney and Gavin.