Lance earned his Bachelor of Business Administration degree from the University of Texas at Tyler in 1993, where he was the recipient of the Outstanding Marketing Student Award and the Distinguished Achievement Award from the U.T. Tyler Accounting Society. While at school, Lance also qualified for the Alpha Chi National Collegiate Honor Society and earned Dean's List honors several times. He holds Series 7, 63, and 65 registrations with LPL Financial and he has obtained the Retirement Income Certified Professional designation. Prior to Co-Founding Income Solutions Wealth Management along with his partner, Ali Cantua-Phillips, Lance was a Senior Vice President with Raymond James / Morgan Keegan.
Lance presently resides in Whitehouse, Texas, with his wife Lainie, and his sons, Trenton and Nicholas. He is past President of the Tyler board of directors for Junior Achievement, and past President of the Board for the Association of Retarded Citizens in Tyler. He is a deacon and chairs the financial stewardship committee of First Baptist Church in Whitehouse. Lance is also a member of both the Whitehouse and Tyler Chambers of Commerce.
Check the background of investment professionals associated with this site on FINRA's BrokerCheck.