Lance Lehman
About Lance Lehman
Lance Lehman, appointed as Vice President in June 2023, oversees a firm with over $1 billion in assets, providing comprehensive financial services and employing a robust security program.
Lance Lehman Vice President
Lance Lehman serves as the Vice President of a company that specializes in a wide range of financial services. He was welcomed to this role in June 2023. As Vice President, Lehman plays a key role in overseeing the company's operations, including integration with various providers and the enhancement of client services. He attended the Investments & Wealth Institute's Annual Conference, which further underscores his commitment to professional development and industry engagement.
Comprehensive Financial Services Offered
Under Lance Lehman's leadership, the company provides an array of financial services. This includes tax filing and consulting support, managed portfolios, alternatives, estate planning, and multi-custodian support. They maintain over $1 billion in assets under management and offer clients access to a dashboard that tracks net worth, models taxes, organizes financial documents, and projects cash flow. A team of financial, tax, and investment advisors is readily available to support clients in various financial matters.
Integration with Financial Providers
Lance Lehman's company integrates with thousands of providers, including banks, 401k plans, credit cards, and cap table managers. This integration allows for up-to-date personal balance sheets, ensuring that clients have the most current financial information. This comprehensive approach to integration helps streamline financial management for clients and enhances the accuracy of the services provided.
Client Dashboard and Financial Tools
A key feature of the services overseen by Lance Lehman is the client dashboard. This dashboard tracks net worth, models taxes, organizes financial documents, and projects cash flow. The aim is to provide a centralized platform where clients can easily manage their financial information. This tool is designed to improve transparency and help clients make informed financial decisions.
Security and Compliance Programs
Operating state-of-the-art security and compliance programs is another crucial aspect under Lance Lehman's oversight. Ensuring the safety and confidentiality of client information is paramount. These programs are designed to safeguard financial data and maintain compliance with industry standards, thereby protecting client assets and information.