With advancements in technology we are happy to work with investors all over the United States. We have a wonderful web-based virtual meeting program that allows us to work with clients in a very personal manner despite being hundreds or even thousands of miles apart. If you’ve never thought about working with an advisor virtually – I think you’d be pleasantly surprised how easy, efficient, and enjoyable it can be. If you live in North Texas we are conveniently located in Las Colinas and can meet with you personally in our office.
Whether you want to grow and preserve your wealth, plan for the financial security of the next generation, leave a charitable legacy or manage your risk, Optimal Wealth Advisors possess the comprehensive expertise to help you reach your financial goals
Meet Our Team
Lance Riddle CFP®
Before founding Optimal Wealth Advisors, Lance Riddle, CFP®, a 25-year veteran of Wall Street, was a vice president and portfolio manager with Bear Stearns where he developed and implemented investment strategies to help clients achieve their investment goals. Prior to that experience, he was employed at Merrill Lynch, specializing in comprehensive wealth management. While at Merrill Lynch he earned membership into Merrill’s prestigious Executive’s Club and is regarded as an expert in the financial risks and opportunities in today’s financial markets.
Lance is currently a part-time faculty member at Brookhaven College where he teaches classes on Investments and retirement planning. Lance’s credentials include the series 65 securities licenses as well as life and health insurance licenses. He is a graduate of the University of Oklahoma and the College for Financial Planning in Denver, Colorado.
Susan manages the daily administrative functions of the office and serves as a project manager for the execution of various firm-wide initiatives.