Lance HowardCLU, CFP®

Certified Financial Planner®

Lance focuses on working with clients to make sure they get the best return on life. The best life is possible with the money they have. He creates personalized financial plans in addition to doing po...
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Patrick KeyesEPC

Financial Advisor

Patrick focuses on working with clients to create long-term personalized financial plans specific to each client. His objective is to be the steward of your financial resources and to help you achieve...
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Ann Rolph

Administrative Assistant

Ann works two days a week as our operations specialist. She works closely with Lance as they customize and prepare written financial plans for our clients. She has more than forty years’ experience in...
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Lindsay Alexander

Office Administrator

There is a good chance the first face you see when you walk into our office will be Lindsay’s. She ensures the smooth day to day running of the office and specializes in ensuring the Lance Howard Grou...
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Grace Post

Administrative Assistant

Grace is our Senior Support Specialist. She is brilliant at customer service (says Lance). She assists Lance in dealing with client insurance needs, meeting preparations, investment trades, and also i...
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Cathy Bradbury

Office Manager

Cathy focuses on strategic planning for the direction of the Lance Howard Group and quarterbacking the smooth running of the business. Cathy has excelled in regulatory affairs and compliance. In 1994 ...
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