Broker Check

Our Founder

M. LANCE PHILLIPS

CEO / PRESIDENT

(972)731-2655

(972)731-2672

[email protected]

Lance Phillips is the President of Optima Wealth Management, LLC., and an Investment Advisor with over 34 years of experience. Mr. Phillips was named a 2009. 2010, 2011, 2013, 2014, 2015 & 2016 Five Star Best Wealth Manager in Client Satisfaction, as seen in the August issues of Texas Monthly. Mr. Phillips is a graduate of Texas A&M University in College Station, Texas with degrees in Management and Finance. He has vast experience in the investment industry with concentration and focus on longer term investment horizons. Mr. Phillips holds the following licenses: 7, 8, 63, & 65. Areas of focus include Customized Strategic Asset Allocation. He is the proud father of Christopher Baron Phillips and both enjoy spending time outdoors on their ranch, riding horses and are very competitive in firearm events. Mr. Phillips is active in the community volunteering with various youth sports leagues, Boy Scouts and church groups.