Lance is a Managing Director and Head of the Financial Planning Department for Westshore Wealth. With over 20 years of experience, Lance works with business owners, executives and wealthy individuals and families to organize and improve their overall financial situation. A Certified Financial Planner™ (CFP®), he takes pride in evaluating strategies and educating clients on their options to enhance and protect their wealth. He uses his deep expertise in cash flow analysis, business planning, tax mitigation strategies, estate planning and asset protection strategies to create a unique plan for each client.
Lance earned his Bachelor of Arts degree in Economics from the University of Texas at Austin. He is an active participant in the Financial Planning Association of DFW and is on the board for PediPlace, a non-profit that focuses on providing pediatric healthcare services to an underserved community in North Texas. When not focusing on the planning needs of Westshore Wealth’s clients, you will find Lance spending time with his wife and daughter or possibly smoking some BBQ for his friends while watching his Longhorns or any Dallas based professional team.
The secret of getting ahead is getting started. The secret to getting started is breaking your complex overwhelming tasks into small manageable tasks and then starting on the first one.- Mark Twain