Lance M. BryanFinancial Advisor, Director
Lance is a Financial Advisor with over two decades of experience advising affluent families, executives and entrepreneurs. He works closely with his clients to develop personalized wealth solutions to meet their short- and long-term financial goals. In order to do so, Lance assesses clients’ financial situations regularly, gathering information regarding investments, asset allocation, savings, tax planning, retirement planning, estate planning, and evaluates risk tolerance. Prior to joining the firm, Lance was Managing Director at Matrix Private Capital Group where he was responsible for building and managing the firm’s Southern California wealth management office. Prior to Matrix Private Capital Group, Lance was Vice President, Wealth Advisor at Neuberger Berman. He began his career at American Express Financial Advisors.
- Matrix Private Capital Group, Managing Director
- Neuberger Berman, Vice President
- American Express Financial Advisors, Financial Advisor
- University of Northern Colorado, BS, Business Administration/Finance