Our Team Members

M. LANCE PHILLIPS

CEO / PRESIDENT

(214) 308-9389

Lance Phillips is the president and CEO of Optima Wealth Management, LLC. He has been an investment professional for over 42 years, managing domestic financial markets for his private clients. Lance holds the required licenses through...

John Stein

Vice President- Portfolio Management

972-987-5900

469-657-6083 (voice only)

214-308-9389

John.Stein@OptimaWealth.com

John Stein has been an investment professional since 1981 and has acquired security licenses 7, 24, 51, 63, and 65. He is also licensed as a Texas insurance agent in Accident, Life, Health and HMO lines. John holds the required...

Staci Cauffman

Director of Technology and Innovation

972-987-5900

214-973-3823 (voice only)

214-308-9389

staci.cauffman@optimawealth.com

Staci Cauffman serves as Director of Technology and Innovation at Optima Wealth Management, where she oversees compliance monitoring, IT supervision, and operational processes to ensure efficiency and regulatory integrity across the...

Our Team Members

Optima Office

M. LANCE PHILLIPS

John Stein

Staci Cauffman