Lance is a Managing Director and Head of the Financial Planning Department for Westshore Wealth. With over 20 years of experience, Lance works with business owners, executives and wealthy individuals and families to organize and improve their overall financial situation. A Certified Financial Planner™ (CFP®), he takes pride in evaluating strategies and educating clients on their options to enhance and protect their wealth. He uses his deep expertise in cash flow analysis, business planning, tax mitigation strategies, estate planning and asset protection strategies to create a unique plan for each client. Lance earned his Bachelor of Arts degree in Economics from the University of Texas at Au