CFS®, Series 7 & 63 Securities Registrations,1 Insurance License
Lance began his career in the financial services industry in 1997. One of his main priorities is helping his clients plan and pursue their goals; be it retirement, wealth accumulation or family goals. He joined Wealth Enhancement Group through the 2016 merger with Sound Financial Solutions, where he was a managing partner. Before Sound Financial Solutions, Lance worked for Sagemark Consulting and Apache Corporation.
He attended Sam Houston State University, where he earned a Bachelor of Business Administration in both Economics and Finance. Volunteering for various organizations is near-and-dear to him. For nearly 20 years, Lance has volunteered with the Houston Livestock Show and Rodeo. He has also served on the board of Spaulding for Children adoption agency. He is a two-year recipient of the "Five Star Wealth Manager" award (2018-2020) as noted in Texas Monthly magazine.2
Lance resides in Cypress, TX with his wife, Christina, and their sons, Ashton and Luke. When he’s not in the office, he enjoys traveling with his family, fishing, scuba diving and going for an occasional wine tasting.
The Smith-Moreland Financial Advisory team is located in our Houston, TX office.
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1 Securities registrations are held with, and securities are offered through LPL Financial, Member FINRA/SIPC. †Advisory registrations are held with Wealth Enhancement Advisory Services. Advisory services offered through Wealth Enhancement Advisory Services, a registered investment advisor. Wealth Enhancement Advisory Services and Wealth Enhancement Group are separate entities from LPL Financial.
2 Award criteria based on 10 objective criteria associated with providing quality services to clients such as credentials, experience and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2018, 2019 or 2020 FIVE STAR Wealth Managers.