Lance is a passionate wealth advisor at America First Investment Services. He is driven by a deep commitment to making a difference in the lives of others. His journey into the world of finance began as a student at Weber State University, where he discovered his love for the field while earning a degree in business finance. This foundational experience ignited an enthusiasm for helping individuals and families navigate their financial futures. He commenced his journey to helping families create solid financial plans in the year 2000.
Lance worked at America First Credit Union for 12 years as the Employee Benefits Administrator/Manager. During his employment, he developed a deep love for America First Credit Union employees and members. He also gained a deep appreciate of the culture, the commitment to solid core values and the philosophy of people helping people.
Believing wholeheartedly in the concept of "people helping people," Lance prioritizes building genuine relationships with his clients. He listens carefully to their goals and objectives, understanding that each financial journey is unique. By utilizing the best resources in the industry, he tailors secure financial plans that empower his clients to make informed decisions—ensuring they are well-prepared for a solid retirement.
In his professional conduct, Lance upholds the highest standards of business ethics and personal integrity. He takes pride in being a trusted advisor, guiding his clients with transparency and respect.
When he's not busy crafting financial strategies, you can find Lance indulging his passion for pickleball on the court, exploring the great outdoors with his family, or cherishing moments with his grandkids. His zest for life and dedication to helping others truly make Lance a standout in the financial advisory field.