Lance Wagner Chris Zuck
Wealth Advisor Regional Investment Manager
®, CEPA®
email Lance email Chris
952.746.3114 952.261.2170
Jenny Karline
LPL Registered Administrative Assistant
email Jenny

Lance brings years of experience guiding families, small businesses, trusts and estates to make sure financial goals are defined and achieved.    He takes the time to know each client and understand their unique relationship with money.   Helping them work toward developing a retirement savings plan, constructing investment portfolios, managing retirement cash flow and designing legacy plans for their families.  Lance works to ensure that financial milestones are on the right track and unforeseen problems are addressed so the client can work toward a successful outcome.

The outdoors is where Lance spends most of his free time.  He is passionate about teaching youth to hunt, fish and explore the great outdoors.  He is an active Ducks Unlimited and Pheasant Forever volunteer. He also co-hosts an annual youth hunt in North Dakota.  Feel free to ask about his latest adventure and don’t be surprised if he invites you along.

Lance believes investing for retirement is a daily activity, no different from waking up and getting your day started.  It begins with a small task: saving, which over time creates a good habit, which hopefully leads to success. In today’s financial world the path is littered with complexity, confusing jargon and a never ending tax code, but the basics never change:  Start the Journey, Stick to the Path, and Find a Good Guide.

Chris enjoys having in depth conversations with you about your financial goals and dreams. She follows a systematic process to develop those goals into a plan that works for you. Chris believes that everyone has their own comfort level with investment, tax, and estate planning. It is through her process that education and comfort begins and grows throughout your financial life.  Chris, a native Minnesotan, graduated from Augsburg College in Minneapolis with a degree in Business Management and Finance. She entered the financial services industry in 1987 and has held several roles in community banks. Chris currently holds three highly notable designations: CERTIFIED FINANCIAL PLANNER professional, Accredited Investment Fiduciary™, and Certified Exit Planning Advisor™.



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