I was born and raised in the small town of Wewoka, OK. Upon high school graduation, I attended Oklahoma State University (OSU), where I majored in business and wildlife ecology. During the college summer breaks, I had the privilege of working as a backpacking guide in Rocky Mountain National Park in Estes Park, CO. During these four summers, I summited more than 40 peaks, including three 14'ers in Colorado and Wyoming.
After undergraduate studies, I moved to the Tulsa area to begin my career as a financial advisor with Edward Jones, where I currently run a successful practice based in Sand Springs, OK, a suburb of Tulsa. I have found great fulfillment in working with my wonderful staff to help our clients plan, save and transition into retirement and bless their families and charities.
In 2010, I earned an MBA from OSU and continue to stay involved with my alma mater by occasionally teaching as an adjunct through the college of business. In addition, I was recently appointed by the governor to be an OSU-Tulsa Board of Trustees member. I also serve on several other boards including the Sand Springs Chamber of Commerce and Green Country Federal Credit Union.
My wife is an attorney and partner of a long-standing Tulsa based law firm and together, we have two sons. We enjoy being in the outdoors: hunting, fishing, camping and golfing. We're also very involved in our boy's schools and activities and love watching them grow and develop.
- Business Retirement Plans
- Entrepreneurs & Business Owners
- Estate & Legacy Strategies
- Retirement Savings Strategies
- Retirement Income Strategies
- Wealth Strategies
My Personal Interests
- Sports Enthusiast
- Spending Time with Family
- Outdoor Enthusiast
Office Address348 East 2nd St
Sand Springs, OK 74063 opens in a new window
Phone NumberLance R Lively at (918) 245-3796
|Mon||08:30AM - 04:30PM|
|Tue||08:30AM - 04:30PM|
|Wed||08:30AM - 04:30PM|
|Thu||08:30AM - 04:30PM|
|Fri||08:30AM - 03:00PM|
- Web Conferencing
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