Lance is personally committed to delivering exceptional client service by meeting face-to-face, listening, building trust, and fully understanding each of his clients’ long-term financial needs. As an experienced investment and wealth management professional, Lance firmly believes that attentive service is a top priority and is the core foundation to building long-term trust.
His investment and wealth management approach optimizes a steadfast, disciplined, non-emotional asset allocation strategy tailored to each client’s personal situation. With this approach, Lance objectively addresses each client’s personal financial situation, their future, and their risk tolerance.
Brent strongly believes that personalized service, coupled with a focus on specific investment disciplines, are key components in developing long-term client relationships. His investment and wealth management practice seeks to optimize a highly disciplined, non-emotional, asset allocation* strategy tailored to each client’s personal situation. This process-based approach allows for objectively addressing unique goals, risk tolerance levels, investment objectives, and ultimately each client’s financial future. As a complement, Brent personally manages a Large Cap Deep Value investment strategy which focuses on best of breed blue chip companies whose stock prices have been substantially dislocated, with special emphasis on income. This discipline is quantitative, with a qualtative tilt that allows him to add expression and subjectivity. He developed this opportunistic strategy more than 23 years ago, and it has been a substantial differentiator for his practice.A graduate of the University of Oregon, Brent has more than 23 years of experience managing client investment portfolios. He began his career as a financial advisor at Piper Jaffray, where he built a successful business by working with affluent families managing their wealth. In 1998 his business transitioned to Wells Fargo Advisors, and in 2013 his practice moved to D.A. Davidson. In 2017 Brent joined Steinberg Investment Group as Managing Director.
Brent was born and raised in Portland, Oregon and currently resides in Lake Oswego. Outside of the office he volunteers for several non-profits, and enjoys playing tennis, golfing, fishing, and especially spending time with his family.
*Asset allocation does not ensure a profit or protect against a loss.
Stock investing involves risk including loss of principal. The payment of dividends is not guaranteed. Companies may reduce or eliminate the payment of dividends at any given time.
No strategy assures success or protects against loss.