Lance has been a part of the financial services industry since 1991. Prior to joining Rockefeller in 2021, Lance spent 18 years at Merrill Lynch Wealth Management. He takes pride in working with clients to uncover their goals and concerns and utilize the goals-based wealth management process him and his team use.
Lance enjoys solving problems and working with their high-net-worth clients’ to establish long term financial plans. He is committed to being transparent and building relationships centered around trust.
Lance has a bachelor’s degree in Business with an emphasis in Finance from Washington State University. Lance is a CERTIFIED FINANCIAL PLANNER™.
Lance lives in Olympia with his wife and their two kids. He and his family enjoy mountain biking, backpacking and racing cars at various PNW race tracks.