Associate Wealth Advisor, CFA
“We are what we repeatedly do. Excellence then is not an act but a habit.” — Aristotle
As an Associate Wealth Advisor, Lance works with our Wealth Advisors to create and implement financial plans and investment proposals. In addition to his role as an Associate Wealth Advisor, Lance leads the Investment Department and plays an important role in the research and selection of investment solutions for client portfolios.
Lance’s mathematics background and desire to help others was a great fit to work with clients at a wealth management firm. His favorite aspect about Mosaic is that our team’s calling to help clients pursue significance beyond their financial success.
Lance graduated from Lindenwood University in 2017 with a Bachelor’s in Mathematics with an Emphasis in Actuarial Science. He was actively involved in the Iota chapter of Phi Delta Theta serving in several different roles. Lance has passed the Series 7, Series 63, Series 65, the Society of Actuaries Financial Mathematics Exam, Missouri Life and Health Insurance exam, and is currently pursuing the Chartered Financial Analyst (CFA®) designation. Lance and his wife Mikala live in St. Charles, MO with their dog Louie. Outside of the office, he enjoys playing golf, basketball, and is a fantasy football enthusiast.