Lance Riddle, a 30-year veteran of Wall Street, is a certified financial planner and the founder of Optimal Wealth. Before starting his own firm, Lance worked as a Vice President and portfolio manager at Bear Stearns, where he developed and implemented investment strategies to help clients achieve their goals. Prior to that, he spent time at Merrill Lynch, specializing in retirement planning and wealth management. Lance is a graduate of the University of Oklahoma and the College for Financial Planning in Denver, Colorado.

Lance's expertise includes investment planning, retirement planning, and managing financial risks in today's volatile markets. He holds series 65 securities licenses and life and health insurance licenses. Lance is also a respected teacher, currently teaching classes on Investments and retirement planning at Brookhaven College. With a passion for helping people achieve their financial goals, Lance brings his extensive experience and comprehensive skillset to every client engagement.