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Lance Zasso, CFP®, ChFC®

Wealth Manager

Lance serves as a Wealth Manager, working directly with his clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life, including investments, tax planning, risk management, retirement, employee benefits and estate planning.
Lance has spent his entire career in the financial services industry and has developed an in-depth knowledge of providing clients with comprehensive wealth management.

Lance received his Bachelor of Science degree in business administration with an emphasis on financial planning from Liberty University. He is a Chartered Financial Consultant®, as designated by The American College of Financial Services. Lance is also a CERTIFIED FINANCIAL PLANNER™ professional as designated by the Certified Financial Planner Board of Standards.

Lance enjoys traveling, attending sporting events and spending time with his family.

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