As a Private Wealth Advisor at Ashton Thomas, Lance excels in providing comprehensive financial planning and tailored investment management solutions to a discerning clientele, including affluent individuals and families, non-profit organizations, and entrepreneurs. Driven by a commitment to exceptional service, Lance co-founded Speritas Wealth Advisors to focus on delivering meaningful value to his clients. His career, which spans global as well as boutique firms such as UBS, SVB Private, and Boston Private, equips him with a versatile perspective to address diverse financial needs and goals.

As a CFP® Professional, Lance firmly believes that holistic financial planning forms the cornerstone of a successful Advisor-Client relationship. He utilizes investment portfolios with purpose, aligning them with specific goals to drive sound decision-making. With a proactive approach, he works to identify and mitigate risks, and uncover opportunities across all aspects of his clients' financial lives, enabling them to spend their time on what matters most to them. His dedication to a client-centric philosophy has earned him lasting relationships in the wealth management field.

A graduate of UC Davis with a BA in International Relations, Lance resides in Marin County with his wife Nicole and family. Based out of ATPW's San Francisco office, he is an enthusiastic supporter of the SF Giants & SF 49ers, as well as Chelsea soccer club. He has a devotion to personal fitness, a passion for travel, and is cultivating a deeper appreciation for wine and its diverse varieties, inspired by his proximity to Napa and Sonoma counties. Lance was born in Portland, Oregon, grew up in Sacramento and has lived in Arizona, Southern California, Florida, and Berlin, Germany. An active volunteer, Lance has contributed his time to PGA tour golf tournaments and local beach cleanup initiatives.