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 Kestra Financial and has the necessary state registrations to conduct investment wealth management and advisory business in various regions within the United States.
Lance graduated from Texas A & M University with a Bachelor of Business Administration in management and finance. His extensive investment industry experience and focus on long-term investment horizons and client relationships enable Optima Wealth Management to tailor services to individual goals and financial objectives. Lance specializes in strategic asset allocation modeling, providing in-depth analysis developed over years of navigating the evolving financial landscape.
Lance is the proud father of two sons: one currently serving on active duty with the United States Army, and another pursuing a successful career in medical sales. He actively engages in community service by volunteering with various youth sports leagues, charitable organizations, and mentoring groups for young men.
Outside of his financial career, he and his family engage in activities such as flying, scuba diving, and competitive clay shooting. He also has a passion for horseback riding and ranching. He can be frequently seen with an aviation headset, a shotgun accompanied by one of the family hunting dogs, on horseback, or equipped with a scuba mask. He attributes his proficiency in managing financial markets to the concentration, perseverance, risk management, and focus developed through these diverse activities.
Lance is an excellent selection for clients who seek exceptional performance from their investment portfolio manager.