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Scot Lance

Scot Lance

Managing Director

With experience in the financial services industry since 1992, I have been fully dedicated to helping clients work toward their financial objectives by developing investment plans around their long-term goals and risk tolerance. My extensive experience - throughout major shifts in the markets and economy - enables me to help clients structure balanced portfolios to address specific financial goals and needs. My experience also includes customizing long-term strategic asset allocation portfolios but making proactive tactical changes as conditions warrant.

- Wealth Accumulation Strategies
- Alternative Income Strategies
- 401K Strategies
- Estate Investment Planning Strategies


Graduate of The College at Wooster.