Lance joined North Shore Investment Services in 2025 as an Investment Consultant after earning his Bachelor’s degree in Financial Counseling and Planning from Purdue University. While at Purdue, Lance was a student-athlete competing on the Men’s Varsity Swim Team, an experience that shaped his discipline, work ethic, and commitment to long-term goals.
Professionally, Lance holds FINRA Series 7 and 66 securities registrations. He applies a strong foundation in financial principles to help individuals, families, and business owners navigate comprehensive financial planning. His approach includes constructing and managing investment portfolios designed to pursue long-term growth while balancing risk in alignment with each client’s objectives.
Originally from South Florida, Lance currently resides in Bayview. Outside of the office, he enjoys exploring the Milwaukee culinary scene, spending time with his dog, and staying active through both attending and participating in sporting events.