Lance Rummel

Lance Rummel is a highly qualified financial professional with extensive experience in various advisory roles at Morgan Stanley, including First Vice President, Alternative Investments Director, Family Wealth Advisor, and Financial Advisor. Previously, Lance held the position of Registered Representative at COUNTRY Financial®. Education includes a degree in Business Finance from Oregon State University earned between 2001 and 2004, and certification as a CERTIFIED FINANCIAL PLANNER (CFP®) from Kaplan University in 2008. Lance holds multiple professional designations, including CPWA® and CIMA®.