Our specialty is building plans that help clients transition into retirement and delivering the retirement cashflows that we have projected.
Clients trust us with the biggest financial decisions they make.
We own our job and take responsibility for the outcome.
Canned solutions and answers? That’s not us.
We strive for service that will wow your socks off!
That’s what our clients do, and we take time for that too.
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.
We invite you to schedule a complimentary meeting and initial consultation. We are 100% set up to operate virtually – allowing you to meet with us by phone or webcast from the comfort of your home or office if that is more convenient for you.