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Lance is a dedicated financial professional and proud New Orleanian. In 2024, he transitioned into financial planning, joining Gregory Ricks Total Wealth, where he has been for the past two years. Passionate about his work, Lance particularly enjoys helping clients navigate complex financial situations, noting that “there is something new every day.” He is currently preparing to earn his CFP license in July 2026.

I am a CFP® with a background in private banking and wealth management. I spent 3 years at J.P. Morgan Private Bank working with high-net-worth individuals, followed by my current role as a Wealth Advisor at Gregory Ricks & Associates.

My professional focus is retirement planning, including investment management, income strategies, tax planning, healthcare, and estate planning.

I am passionate about financial literacy and believe that everyone deserves clear, practical education to make confident financial decisions

AFEA, the American Financial Education Alliance, is recognized by the IRS as a 501(c)(3) Non-Profit Charitable Organization that provides educational workshops and classes in businesses and universities nationwide. Our instructors are licensed and trained financial professionals with a minimum of 5-years of real-world experience in their field. They have been pre-screened and required to pass a series of training sessions on how to properly educate in a not-for-profit setting before becoming a Chapter President and Instructor with AFEA. AFEA courses and workshops do not promote or endorse any specific products or companies, and no selling is allowed. AFEA educational workshops and courses are for general, non-commercial, education only and are not intended to be construed as tax, legal or financial advice. Attendees should seek the assistance of a financial or tax professional familiar with the course prior to implementing any of the ideas and strategies taught or discussed in the course.