Focus

Applying over two decades of experience, Lance helps direct his select group of clients towards their Retirement Income Goals.

 
Background and experience

Lance started his practice in 1995 and joined A.G. Edwards and Sons, a predecessor firm of Wells Fargo Advisors, in 1998.

Having earned his Certified Financial Planner™ certification in 2009, Lance has a process designed to help clients simplify complex financial decisions. He helps clients identify the phase of wealth they are in and analyzes their four cornerstones of wealth: Debt management, Risk management, Estate investment planning, and Investments. He works together with clients building a wealth plan, identifying risk, setting and prioritizing goals and define attainable objectives. The outcome of his process is a well-defined investment plan that helps a client to understand “why” financial recommendations are being made, including “tradeoffs” so they can make educated decisions and avoid emotional mistakes. This plan is then intended to be the client’s “measuring stick”.


Away from the office

Lance loves spending quality time camping and traveling with his wife, Keri, and their three children, Rylan, Kinzey, and Hadli. Lance has served on the boards of Fellowship of Christian Athletes, Straight Street Ministries, Chattahoochee Baptist Association and North Georgia Community Foundation. He also enjoys hunting and golfing with his dad.


CA insurance license #: 4168762 resident state, GA

Allen leads the team in providing creative wealth management solutions and strategies serving executives, entrepreneurs, business owners, affluent multi-generational families and foundations.

Allen has over 30 years in wealth management initially joining Lehman Brothers in Dallas, TX in 1988 and was promoted to multiple senior management roles within that firm serving in Dallas, New York, Connecticut, Chicago, the Gulf Coast of Alabama and Florida, and Atlanta. Allen came to Wells Fargo Advisors in 2013 as the Market Leader of the Private Client Group and Wealth Brokerage Services for Atlanta and North Georgia.

Allen holds a Bachelor of Science degree in Business Administration & Finance from Trinity University in San Antonio Texas. He and his wife Sandy, who is an RN, have been married 32 years, have three wonderful children and are all active in the Presbyterian Church. Allen served in many leadership positions and on councils at Wells Fargo along with his previous firms and is serving on the Board of Directors for Family Promise of Hall County.


CA insurance license #: 4168140 resident state, GA

Mary’s primary focus is providing clients with personalized attention and goal-oriented service.  She also handles the day-to-day operations in the office.

Mary began her career in the financial services industry over 35 years ago.  Her career began with A. G. Edwards in 1985, which is now Wells Fargo Advisors.

Mary has received the Wells Fargo Advisors Premier Client Associate distinction award every year from 2011 to 2019. The distinction is held by a select group of Registered Client Associates within Wells Fargo Advisors nominated by the in management for their consistent display of professionalism, integrity and core leadership values.

Mary holds her Series 7, 3, and 63 registrations as well as a Life & Health Insurance License and a variable annuity license. 

Mary also received the Financial Paraplanner Qualified Professional^TM (FPQP^Tm) designation from the American College of Financial Planners in 2003 and received the Wells Fargo Advisors Service Distinction award in 2009.

Mary was born in Aurora, Illinois.  Her family moved to Gainesville, Georgia, in 1978. Mary and Jay, her husband of 35 years, have two children, Jason & Sarah. Outside of the office, Mary enjoys spending time with her three precious grandchildren:  Mason, Jedha Mae, and Corvin.  She loves taking cruises, walking on the beach and participating with her husband in raising baby calves.  She spends her spare time working in their family business and anything else that stimulates her interests.


CA insurance license #: 0G70324 resident state, GA