About
Lance
Lance provides comprehensive cashflow planning, portfolio construction, and estate planning reviews to help his clients accomplish their long-term goals and objectives. He joined Focus Partners Wealth in 2026, coming from Kovitz. Prior to that, he was with Fifth Third Private Bank, where he specialized in advanced estate planning, charitable planning, and business succession in addition to comprehensive planning around retirement, income and estate taxes, and executive compensation.
Lance is a licensed attorney in the State of Illinois. He is also a member of the American Bar Association and the Chicago Bar Association, where he chairs the Estate Planning Committee.
Education and Professional Milestones
-University of Illinois, Urbana-Champaign – bachelor’s degree
-John Marshall Law School (now University of Illinois–Chicago Law School) – Juris Doctor
Lance provides comprehensive cashflow planning, portfolio construction, and estate planning reviews to help his clients accomplish their long-term goals and objectives. He joined Focus Partners Wealth in 2026, coming from Kovitz. Prior to that, he was with Fifth Third Private Bank, where he specialized in advanced estate planning, charitable planning, and business succession in addition to comprehensive planning around retirement, income and estate taxes, and executive compensation.
Lance is a licensed attorney in the State of Illinois. He is also a member of the American Bar Association and the Chicago Bar Association, where he chairs the Estate Planning Committee.
Education and Professional Milestones
-University of Illinois, Urbana-Champaign – bachelor’s degree
-John Marshall Law School (now University of Illinois–Chicago Law School) – Juris Doctor