Lance Minnichsoffer

Lance Minnichsoffer, CFP®, is a seasoned Wealth Advisor currently associated with LPL Financial and Blue Heron Wealth Partners, where responsibilities include crafting comprehensive financial plans and recommending investment strategies tailored to clients' risk tolerance and goals. With a decade of experience as a Financial Advisor at Waddell & Reed, Lance has successfully guided individuals, families, and businesses in developing financial strategies. Prior experience includes a role as Membership Advisor at Life Time Fitness, and as Account Manager at Next Wave Concepts, where leadership and project management skills were honed. Lance began the professional journey with a brief role at Andersen Windows focusing on IT process improvement. Lance holds a degree in Business Administration from North Dakota State University and furthered education at the University of Georgia's Terry College of Business.