Our Team Members
Optima Office
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...
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Staci Cauffman
Vice President of Operations
(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...