Lance is a Wealth Planning Analyst and works closely with Robert Ossers and Aimee Adler to develop financial plans and provide creative solutions to help clients reach their goals.

Before joining Shufro Rose, Lance worked at USB, and Bernstein Wealth Management in New York City, where he served as a Wealth Management Associate and Team Lead. 

Lance earned a degree in Economics from the University of North Carolina at Chapel Hill, where he was a member of the university’s wrestling team. He remains actively involved in youth wrestling programs and events.