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 adult children.
Lance has been a CERTIFIED FINANCIAL PLANNER® professional for 25 years and serves clients from Turlock, south to Bakersfield.
Tri Counties Advisors: 7020 Marks Ave., Fresno CA 9371
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.