Lance is a Registered Representative with Kestra Investment Services, LLC and an Investment Advisor Representative with Kestra Advisory Services, LLC. As a Plan Consultant for Strategic Retirement Partners in the Mid-West office, Lance works closely with plan sponsors and fiduciaries assisting them with important plan provider decisions. This includes annual plan reviews, plan design analysis, investment monitoring, plan fee benchmarking, and plan provider analysis. Lance also collaborates with plan sponsors and plan providers to create and conduct a customized education plan that helps employees stay on track for retirement.
Lance has more than 15 years of experience in the securities industry and over 12 dedicated toward the retirement plan industry.
Lance earned a Bachelor of Science (BS), in Business Administration, Graduated Cum Laude from Upper Iowa University in Des Moines, IA. He is an Investment Advisor Representative and hold the FINRA Series 7 (General Securities Representative), Series 66 (Uniform Combined State Law), Series 63 (Uniform Securities Agent State Law Examination), and Series 6 (Investment Company Products/Variable Contracts Limited Representative) licenses.
Lance has earned an Accredited Investment Fiduciary AIF® designation from the Center for Fiduciary Studies as well as Retirement Plan Associate RPA® and Certified Employee Benefit Specialist CEBS® designations from the International Society of Certified Employee Benefit Specialists. In addition, he has achieved a Life Underwriter Training Council Fellow LUTCF professional designation, honored by the American College’s and NAIFA’s Code of Ethics for professionalism.
On a personal side, Lance plays numerous sports, including competitive soccer. He also enjoys traveling with his wife (Jean) and dog (Cooper).
I wanted to be an Architect. Maybe this came from my early years of building those forts. I loved to imagine and draw the designs. With my analytical mindset, the angles and measurements, simply fascinated me. While I don’t design dream houses today, I do feel that I use a number of those skills to design plans to help people reach their financial goals. Often times it takes painting a picture of the future, to get people to take action so they can realize their financial dreams.
I love Futbol (Soccer). Not only watching professional matches, but I have played the sport since I was 5 years old and continue to play in both Co-ed and Men’s competitive leagues. Great exercise, competitive fun, and a real camaraderie with my teammates.
Spain. My wife and I would like to take a trip to the southern coast of Spain. Not only to enjoy the warm weather on the beach and great food, but also to potentially catch a professional soccer match with Real Madrid or Barcelona.