Lance specializes in helping high net worth individuals, businesses, and organizations reach their financial goals.
His personal motto is to do what’s in the best interest of his clients. This moto permeates through Lance’s work and the relationships he builds. Nothing is more satisfying for Lance than working one-on-one with clients to help them reach their personal and business financial goals.
In his spare time, he enjoys card games, riding his e-bike, and spending quality time with his wife and two teenage children.
Lance has been a CERTIFIED FINANCIAL PLANNER™ professional for 23 years and serves clients from Turlock, south to Bakersfield.
Tri Counties Advisors: 7020 Marks Ave., Fresno CA 9371
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, 
