Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
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
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, as well as banking, trust and fiduciary services from 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.
1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
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 periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
MyMerrill is your online and mobile destination for access to your financial information, secure communications, and a robust offering of tools and capabilities
It’s easy to seamlessly integrate your Merrill Wealth Management and Bank of America banking accounts online and through our mobile apps with a single click
You can manage account security with our customizable security capabilities such as Face ID/Touch ID, one time passcode and other security features
Your advisor is a click away through our Secure Inbox and texting application
Access to your complete financial life is available with Spending & Budgeting, integrating your Merrill and Bank of America activity into a powerful tool to track your expenses and income
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 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 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.