Portfolio Management Associate
“We are what we repeatedly do. Excellence then is not an act but a habit.” — Aristotle
As a Portfolio Management Associate, Lance works closely with Chief Investment Officer and Principal, Larry Shikles, as well as the Senior Advisors and Relationship Managers to manage, monitor and maintain client portfolios.
Lance graduated from Lindenwood University in 2017 with a degree in Mathematics with an emphasis in actuarial science. He soon realized that sitting in a cubicle with minimal customer interaction was not going to be fulfilling for him, so he pursued financial advising where his interest in numbers and desire to help clients could both be utilized.
Mosaic’s holistic approach to financial planning and passion for helping people caught his attention and in early 2018 Lance joined the team. Lance is excited to develop professionally along with a growing company.
The St. Charles native is a St. Louisan at heart, never wavering from his favorite teams: Blues hockey and Cardinals baseball. He has played football and basketball all his life and loves the team aspect that Mosaic brings to the table. Lance married his childhood friend, Mikala, in 2018 and the two have officially started their journey together.