For the past 19 years, I have worked with families and business owners, understanding what is most important to them and helping to build personalized investment strategies. Working closely with you and your other trusted professionals, I can help determine an appropriate financial strategy to help you achieve your goals, such as building a retirement plan, saving for education, crating a regular flow of income, or developing insurance strategies.
I grew up in Waterloo, IL and graduated from Waterloo High School in 1978 and from Southern Illinois University Edwardsville in 1982 with a bachelor's degree in business. Prior to working at Edward Jones, I had a career as a CPA and Chief Financial Officer. I currently hold the AAMS® professional designation.
My wife, Ellen, and I reside in Waterloo and have two grown children, Dustin and Lindsey, along with two grandsons. As we have lived in Waterloo our entire lives, we are very proud of our fine community. I have served as past president of the Waterloo Sports Association; a member of the Monroe County Economic Development Committee; and a member of the Waterloo School Board.
As my business has grown over the years, I have partnered with several financial advisors to assist me in providing clients with exceptional and personalized service. I have attended multiple Managing Partner Conferences and Financial Advisor Leaders Conferences, which recognize top financial advisors within Edward Jones. Presently, I oversee the health, growth and leadership development of more than 50 branch teams located throughout the southeastern portion of the St. Louis metro area.
My branch office administrators, Christina Nottmeier, Ruthanne Cerminn and Tanna Schablowsky, have 23 years of combined experience. Our branch team is dedicated to providing you with the highest level of service possible and will partner together with you to keep you on track to reach your goals.
Please call us when we can be of service to you.
- Retirement Savings Strategies
- Retirement Income Strategies
- Insurance & Annuities
- College Savings
- Estate & Legacy Strategies
- Portfolio Reviews
My Personal Interests
- Outdoor Enthusiast
Phone NumberLance B West at (618) 939-3966
|Mon||08:00AM - 05:00PM|
|Tue||08:00AM - 05:00PM|
|Wed||08:00AM - 05:00PM|
|Thu||08:00AM - 05:00PM|
|Fri||08:00AM - 04:30PM|
- Web Conferencing
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