Lance has been a part of the financial services industry since 1991 and joined Rockefeller Capital in 2021. He focuses on clients' goals and concerns, offering the goals-based wealth management process, global resources and up-to-the-moment web technology that complement his ability to help clients pursue the financial lifestyle that is most meaningful to them.Lance is a problem solver who works to simplify high-net-worth clients' financial lives. He assists clients in identifying and prioritizing their various goals-including estate planning services, investments, tax minimization strategies, wealth transfer and retirement income-then developing strategies that may be customized to fit their personal circumstances and their own unique feelings and attitudes.Lance has a bachelor's degree in Business with an emphasis in Finance from Washington State University.Lance is a qualified Portfolio Manager who, in addition to providing traditional advice and guidance, can help clients pursue their objectives by building and managing his own personalized or defined strategies, which may incorporate individual stocks and bonds, Rockefeller Capital model portfolios, and third-party investment strategies. When servicing clients through the firm's Investment Advisory Program, a Portfolio Manager may manage his strategies on a discretionary basis.*Certified Financial Planner Board of Standards Inc. owns the certification marks CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S.