Lance began working in the financial services industry with a large regional bank in 2014 before moving to Stifel in the fall of 2015. As a Certified Financial Planner^® professional, Lance strives to build lasting relationships with his clients as he walks them through the financial planning process. Lance specializes in retirement, education, and estate planning.

Growing up in Doylestown, Pennsylvania, Lance attended Ursinus College where he earned a Bachelor of Arts degree in Business & Economics with a minor in Spanish. Lance currently lives in Phoenixville with his wife Aoife. In addition to being an avid outdoorsman, Lance enjoys traveling to new places with his wife and experiencing new cultures. Lance is also the chairman of the board for the Bucks County chapter of Fellowship of Christian Athletes.