Lance Gilman is an Investment Adviser Representative with Northern Alliance Financial. Lance’s role is to develop financial strategies designed to address the unique circumstances of his clients. Drawing on an Economics & Business degree from the Virginia Military Institute, a Master of Science (MS) degree, and 20-year career as an officer in the US Army (highly decorated combat Veteran), Lance is committed to educating his clients and providing clear advice and direction regarding: Investment advisory services, 401(k) plan representation – including guidance and roll-overs, Guaranteed lifetime income options, Medicare health planning options, and Social Security filing strategies.
Lance is a national speaker and shares powerful messages during his educational workshops. Topics covered include: Social Security, Asset Preservation & the Federal Retirement System. Additionally, he is a Certified Financial Educator – CFEd® and has completed Certified Financial Planning CFP® coursework through the American College.
Lance is a financial adviser that practices solely in the best interest of his clients. He works with a strong network of elder law and estate planning attorneys and Certified Public Accountants to offer a comprehensive approach to wealth management & financial planning. His ultimate aim is to assist his clients in a fiduciary capacity that results in their financial well-being, proper risk management, and the attainment of their financial goals.
Married for over thirty-two years to his wife April, Lance enjoys sailing, tinkering with antique clocks, playing guitar, and spending time with his two daughters. He is an active member of the Lakeview OPC Community Church and on the Board of Directors of “Slam Diabetes” – a non-profit organization whose mission is to improve the lives of people living with Type 1 Diabetes.
