Lance is a Managing Partner at Cornerstone Financial Advisers, a Tax and Consulting Firm dedicated to helping individuals and companies establish specific goals and then create financial plans to reach them. Prior to founding Cornerstone Financial Advisers, Lance held the positions of Regional Planning Specialist; Director of National Accounts; Officer, Product Development, and Regional Vice President at large national financial services and investment companies. Lance holds his FINRA Series 6, 66, 7 and 24 securities registrations, and is also an Accredited Investment Fiduciary (AIF®). Lance and his wife Melanie moved from Boston, MA to Orange County in 2006 and quickly adjusted to the new lifestyle. When not working with clients, Lance enjoys surfing, cycling, traveling, and spending time with Melanie and their dog Smitty.
Lance became involved with the Kant Institute in 2012 through 1:26 The Art of Epilepsy event and he has a deep-rooted passion for demystifying epilepsy and increasing the general public’s knowledge of the condition, all while trying to help raise funds for continued research.