Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
Lance focuses on understanding your goals, questions and concerns to develop the plan needed to help you pursue the financial lifestyle that is the most meaningful to you and your family. This level of care continues throughout the relationship as Lance works closely with you to adapt your plan to the inevitable changes that occur in life.
Lance understands the desire you have to work with an advisor that helps simplify your financial life. This includes helping you identify and prioritize your essential (e.g., estate planning services, investments, tax minimization, wealth transfer or retirement income) and aspirational (e.g., a second home, travel or philanthropy) goals. Custom strategies are then developed in alignment with your personal circumstances and your own unique feelings and attitudes. Finally, the level of care required to build and maintain the trust you desire remains at the forefront of the relationship with you.
Lance has been a part of the financial services industry since 1991 and joined Merrill Lynch Wealth Management in 2003. He has a bachelor's degree in Business with an emphasis in Finance from Washington State University. Lance is a CERTIFIED FINANCIAL PLANNER™ professional and a qualified Portfolio Manager who, in addition to providing traditional advice and guidance, can help you make the most of what you have by building and managing uniquely personalized or defined strategies, which may incorporate individual stocks and bonds, Merrill Lynch Wealth Management model portfolios, and third-party investment strategies.
Lance lives in Olympia with his wife, Tami, and their two kids. Lance and his family enjoy mountain biking, backpacking and racing cars at various PNW race tracks.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
Washington State University
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Supported by the global resources of Merrill, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial strategy, our goal is to help you stay on track to achieve what's most important to you.
We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
Your advisor is a click away within our site or mobile apps
You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features
Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I offer an approach that is built around your life priorities and the ongoing advice you need to help you manage fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch Wealth Management Advisors, we will help you sort through the financial complexities of your life, helping you build a customized investment strategy to pursue your goals.
We put you first, every day.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill, we will help you build a strategy that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.