Experience
Lance Paulson is a seasoned investment and wealth management advisor with over 20 years of industry experience. His expertise lies in guiding clients through the intricacies of investment strategy development, as well as comprehensive estate and insurance planning strategies. Lance’s portfolio extends to working with business owners on crucial matters such as succession planning, business sales, and asset acquisition, seeking to ensure they make informed decisions that secure their financial future.
Beyond his professional achievements, Lance is deeply committed to his community. He passionately supports not-for-profit organizations and has held the position of Board President for the Center for the Arts Evergreen and the La Crosse Symphony Orchestra. His leadership and dedication to fostering cultural enrichment reflect his belief in giving back and making a meaningful impact in his community.
Other Interests
When he steps away from the office, Lance enjoys spending quality time with his family, which includes his wife Sue, their three wonderful children, and five delightful grandchildren. A true outdoor enthusiast, Lance can often be found exploring the picturesque landscapes of our world through hiking and traveling. Lance’s balanced approach to life and work exemplifies his dedication to both his clients and his personal passions.
