Lance’s dominant MoneyMind is Commitment. Learn more or find out your MoneyMind.
tiger M-Th | turtle F-Su
camouflage | the ability to notice and appreciate natural beauty
Me In Three Words:
trustworthy | intelligent | kind
NOT All Work and No Play:
SCUBA | surfing | hiking | anything with my kids | nature and underwater photography | carving stone and other forms or art | exploring and discovering new things
gourmet blissful food | big screen | intimate conversation over chocolate cake | all with my amazing wife (sorry kids)
Lance is a local business owner, family man, philanthropist and ocean-loving artist.
Lance was originally securities and insurance licensed in 1994 when he worked for Lincoln Financial Group. Prior to forming Nexus Wealth Advisors, Lance was a financial advisor with Waddell & Reed, Inc.
Lance learned about money, markets, small business management and cash flow at an early age. His grandpa Vern would hand him the business section of the paper and quiz him on the stocks they owned starting when he was 8 years old. From the stock room to the board room, Lance’s dad, grandpa and uncle would teach him about the inner workings of family-owned businesses.
Lance has a calling to help people strip the stress from money so they can focus on living life fully and doing what they love. He founded Nexus Wealth Advisors with the intent of crafting a financial services firm that provides clients with choices, simplicity, value, quality, transparency and exceptional care. His vision is that with each choice, each option, the firm manifests as a nexus of financial peace.
An entrepreneur at heart, Lance has created several companies, including American Life Solutions, Coastline Funding Group, IntelliZoom and ROI By Design. He excelled as a top producer, earning positions in the exclusive Gold Medalist Program and Circle of Champions. Lance holds a degree in Economics from UC Santa Cruz and participated in coursework toward a Doctorate of Clinical Psychology program at Alliant International University in San Diego. In 2007, he completed the Business Professionals Course (BPC-38), a rigorous two-year professional program produced by The Aji Network.
Lance has been in the Santa Cruz area since 1991 and currently lives in Scotts Valley with his wife and two children. In pursuing his passion for helping children and the environment, he is involved with several nonprofit organizations, such as Community Foundation of Santa Cruz County, Court Appointed Special Advocates of Santa Cruz County (CASA) and The Coastal Watershed Council. Lance created Nexus of Change as an initiative to coordinate and amplify positive change in Santa Cruz County and our world. Lance is a member of the U.S. Coast Guard Auxiliary and also has a passion for nature, the ocean in particular.
His favorite activities include tennis, hiking, surfing, diving, nature photography, carving stone and connecting with people. He also loves exploring and discovering nature with his children.
Rebekah is a Central Coast native who brings poise and proficiency to her position. Rebekah works closely with Lance managing client relationships, implementing strategies and developing financial plans for our clients. Focusing on helping Nexus provide superb service, she is a dynamic, positive, experienced professional who is willing to go the extra mile to make sure all clients' needs are met.
Rebekah began her career in the financial industry over 10 years ago and has specialized in banking, investment and small business solutions. She developed a passion for helping people simplify the potential stressors that can often exist with respect to their finances. She has dedicated herself to the Nexus vision of helping people make sound decisions that provide them peace for the future.
As Client Service Manager, Holly is dedicated to providing concierge-level personalized service to our clients and supports our advisory team. Through previous roles as an Equity/ Mutual Fund Trader & Relationship Manager at Fidelity, Holly has developed a deep understanding of brokerage operations, client engagement and trading support. Prior to financial services, Holly worked in the hospitality industry including Walt Disney World® Resort. Holly is driven, enthusiastic, professional, and eager to help others. Outside of work Holly loves to travel and spend time with her two cats. She is passionate about promoting social and environmental sustainability and volunteers with local committees that support these initiatives..
Sue is authentic and genuinely cares about people, especially her clients. She brings 20+ years of financial experience to Nexus. Sue values helping clients achieve peace of mind around their finances so that they can enjoy the life they have worked so hard to build.
Born in Palo Alto, raised in the Santa Cruz mountains, Sue landed in Boulder Creek in 1992 where she raised her family. She became licensed in tax preparation and started a tax and bookkeeping practice in 2002 and became a Licensed Enrolled Agent.
Sue has three adorable grandchildren that are her absolute pride and joy! Sue loves the Zen of gardening, camping, and is proud to be part of a thrilling "Spec Sprint" family racing team.
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