Lance Modawell, AAMS®, has been helping clients with investments and retirement planning for more than 20 years. He graduated from Angelo State University in 2002 and began his career in investment management as a broker with Edward Jones in South Texas.
Lance is insurance licensed and holds FINRA Series 7 (General Securities Representative), Series 66 (Investment Advisor Representative), and Series 63 (Uniform Securities Agent State Law Exam) licenses through LPL Financial. He also earned the Accredited Asset Management Specialist℠ designation from the College for Financial Planning.
Known for treating clients with the same care, compassion, and honesty he would extend to his own family, Lance takes pride in helping individuals and families pursue their financial goals. In 2014, he and his family returned to San Angelo, where he continues to serve clients as an Independent Financial Advisor.
Lance and his wife, Crystal, have two children. He serves on the board of a private Christian school in San Angelo and enjoys spending time with his family, hunting, fishing, competitive sporting clay shooting, and practicing archery with his son.