Our Team

Lance works with high-net-worth families, business owners, executives, and retired executives to help them make informed decisions about their wealth. He develops investment and planning strategies tailored to each client’s goals, coordinating with their tax, estate, and other professional advisors when appropriate.

Having worked in the investment business since 1993, Lance brings more than three decades of experience spanning traditional and alternative investments. He has held senior leadership positions across the investment management industry, including roles with Raymond James, Morgan Stanley, Van Kampen Investments, and FS Investments. At FS Investments, Lance was part of the leadership team during a period of significant growth for the firm, providing him with experience relevant to the opportunities and complexities that can accompany business growth.

That background gives Lance a perspective that is particularly relevant to business owners and executives who have spent years building businesses, careers, and personal wealth. Today, he enjoys bringing that experience directly to clients—helping them align their investments with a broader plan for what they want their wealth to accomplish.

Allison provides client service and account administration to Lance. She is the administrative arm, handling all scheduling, incoming/outgoing cash, account transfers and setups as well as day-to-day communication with clients. She has worked in the industry for more than 14 years. She and her husband, Chris, love to cheer on their hometown Astros. They welcomed their first child in February 2009.