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Specialties
In 2013, I joined Edward Jones as a financial advisor and moved to the Piedmont branch in 2014.
I became a limited partner with Edward Jones in 2019. My wife, Melissa, and I have three children (Lance Jr., Landon and Lillian). My wife is a teacher and has taught at Piedmont and EPIC Charter schools for six years. We are originally from Wagoner, a small town in northeastern Oklahoma, where both Melissa and I graduated high school. I attended Northeastern Oklahoma State University and graduated in 2001 with a bachelor's degree in business administration. In June of 2023, I completed my certification to become a Chartered Financial Consultant® through the American College of Financial Services. I am a member of the Lions Club in Okarche, and we attend church at Discovery Church in Yukon, OK, where I serve as a board member. I have served in various volunteer roles for Edward Jones as a member of the regional leadership and level leader for various levels, and by serving on our recruiting team as well. My senior branch office administrator, Gina Morphis, has been with Edward Jones at the Piedmont branch office since 2010. She also became a limited partner with Edward Jones in January 2019. She has two daughters (Bethany and Lindsay) and has been a Piedmont resident since 2002. As your Edward Jones branch team, we believe it is important to invest our time to understand what you’re working toward before you invest your money. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. We want to partner with you to find out what is important to you so that we can tailor your investments towards those objectives and goals and partner together throughout our lifetimes to see them through. We want to be a part of your team and look forward to working with you and helping you achieve your financial goals.
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ChFC
Chartered Designations
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