Lance Bryan, Vice President, joined the firm in 2005. Lance is a Wealth Advisor, responsible for advising high net worth individuals, small corporations, foundations and endowments. He works closely with his clients to develop personalized investment solutions to meet their long-term financial goals. Prior to joining the firm, Lance held a financial advisory position at American Express Financial Advisors, where he began his career. He received a BS in Business Administration Finance from the University of Northern Colorado.
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“Understanding the unique investment goals of each client is a cornerstone of wealth management. Whether you’re an individual, family, endowment, foundation or growing business, we are committed to creating customized wealth strategies to meet your needs. We understand that sophisticated clients greatly value highly personalized service, financial expertise and attention to detail. We strive every day to deliver on this promise.”
—Lance Bryan, Wealth Advisor