Lance Lambert*

Lance Lambert*

Vice President of Operations

Lance M. Lambert is our Vice President of Operations and is responsible for running the firms day to day activities and integrating new technologies that better serve our clients and increase the efficiencies of the firm.  Lance joined our team with a long term vision of implementing our firm’s business continuation plan.  Lance graduated with honors and the distinction of summa cum laude with a 3.97 GPA from The University of North Texas with a Bachelor of Science in Accounting and is currently on schedule to graduate with a Masters of Science in Accounting by May of 2020.

Lance is a member of the AICPA, and plans to sit for the CPA exam upon completion of his graduate studies. Lance began his accounting carreer as an Audit Intern for Grant Thornton LLP, an international accounting firm, where he helped audit large public and private oil and gas companies.  Lance plans to focus on tax accounting and eventually use his experience and knowledge to help our financial planning clients.

Lance was born and raised in Flower Mound, Texas, where he currently resides. In his spare time, Lance enjoys exercising and staying active. He is a big fan of the Dallas Cowboys, and enjoys spending time with family. 

 

** Be assured Mr. Boda will never delegate the responsibility of advising or counseling you on any of your financial matters to one of his staff members. However, it is important to understand the value of each team member of our firm. Mr. Boda delegates all administrative tasks to his highly skilled team members. The team has been highly trained to handle all your customer service needs (withdrawals, paperwork, questions regarding statements, changes of address, etc.)

Delegating these tasks benefits you because it allows Mr. Boda to concentrate on what he does best which is to spend his time meeting with clients to advise them on their issues & concerns and to spend the other portion of the day keeping an eye on your investments and researching tax law changes that affect you & your money.

*Lance M. Lambert is not affiliated nor registered with SagePoint Financial, Inc.

Phone (972) 355-4411