Broker Check

Our Founder and President - M. Lance Phillips



(972) 987-5900

(214) 308-9389

Lance is the current President and CEO of Optima Wealth Management, L.L.C., and has been a continuous investment professional with over 36 years of innovative success in managing the domestic financial markets for his private clients.  To date, Lance holds all of the required licenses: 7, 8, 63, and 65 through Kestra Financial in addition to all necessary state registrations to conduct investment, wealth management, and advisory business in a large number of domestic areas within the United States.  Lance is also licensed by the Texas Department of Insurance allowing him to conduct life and annuity transactions within the State of Texas.

Lance is a graduate of Texas A&M University in College Station, Texas.  Lance has obtained a Bachelor of Business Administration degree in Management and Finance.  Using his vast experience in the investment industry, and by concentrating his focus on longer-term investment horizons and client relationships, has allowed Optima Wealth Management to provide services based on their client's individual goals and financial objectives. Lance specializes in Customized Strategic Asset Allocation modeling allowing a more in-depth analysis of a client's objectives, developed by years of experience in the ever-changing financial landscape.

Lance is also the proud father of a Texas A&M University college student who is currently serving on active duty with the United States Army.  He is also the proud Uncle to many nieces and nephews in various stages of their educational and professional lives.  Lance remains active in the community, volunteering with various kid's sports leagues, charitable organizations, young men's mentor groups, and is an active member of his congregation.

Outside of the financial world, he and his family enjoy flying, scuba diving and competitive clay shooting.  He also greatly enjoys horseback activities and ranching.  You can easily find him with an aviation headset, a shotgun and one of the family hunting dogs, on a horse, or with a scuba mask.  It's through these activities he attributes his ability to successfully manage the financial markets in applying the concentration, perseverance, risk assessment, and focus learned from these various activities.

Lance is a wise choice for those clients expecting more from their investment portfolio professional.


Jessica Trapp

Vice President Operations

(972) 839-4775

(214) 308-9389