Lance joined Compass Wealth Management in 2020. His career in wealth management began more than a decade ago at a large investment firm, where he developed a passion for helping individuals and families make thoughtful financial decisions. As a Wealth Manager, he specializes in investment management, portfolio strategy, and comprehensive financial planning.

Lance enjoys helping clients align their finances with what matters most to them and creating a clear roadmap to achieve their goals. He is a strong advocate for financial education and believes that informed clients make better financial decisions. In addition to working one-on-one with clients, he hosts the Compass Financial Planning YouTube channel, where he shares insights and educational content on financial planning strategies.

Lance earned a Bachelor of Business Administration from Emmanuel University and holds the Certified Financial Planner™ (CFP®) designation, reflecting his commitment to the highest standards of education, experience, and ethics in financial planning. He is also a member of the National Association of Personal Financial Advisors (NAPFA), a leading professional association of fee-only financial advisors that shares Compass Wealth Management's commitment to fiduciary, client-first advice.

Lance lives in Athens with his wife, Savannah, and their daughter. When he's not working with clients, you'll likely find him spending time with his family, exploring Athens, or cheering on the Georgia Bulldogs.