portrait of Corey C Lance

About Corey

I am dedicated to helping you achieve your financial goals. From saving to purchase your first home, to retirement planning or estate considerations, the focus will remain on what's most important to you. We will utilize an established process and create a lifetime partnership centered around trust and communication to personalize a strategy that's right for you.

I am passionate about helping you find a sense of confidence around your financial situation. My background in management with a Fortune 500 company, complimented by a Master of Business Administration education, provide me with the perspective to create a simple strategy around your...

Focus Areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Divorce Finances
  • Business Retirement Plans
  • College Savings
  • Insurance & Annuities

Work History

  • Edward JonesJuly 2017 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™
  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Case Western Reserve UnivMBA (Masters of Bus Admin)
  • University of AkronBachelor of Business Admin

Personal Interests

  • Spending Time with Family
  • Traveling
  • Sports Enthusiast
  • Mountain Biking
  • Camping

Team Members

  • Mahra McDaniels
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 06:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 04:00PM
Sat By Appointment Only
Sun Closed

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