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Lance A. Flannery, MS

Lance A. Flannery, MS

Financial Advisor

I earned a Master's Degree in Financial Planning (MS) from the College for Financial Planning. Additionally, I hold a Bachelor's Degree in Economics from St. John's University. With over 16 years of experience in the Financial Services Industry, I bring a wealth of knowledge and expertise to my clients. Holding securities registrations in Series 7, Series 6, and Series 63, as well as being licensed in Life, Long-Term Care, Disability, and Health Insurance, I am well-prepared to provide comprehensive financial guidance. Currently, I serve as a Registered Representative of Grove Point Investments, LLC, and an Investment Advisor Representative of Grove Point Advisors, LLC, where I assist clients in achieving their financial goals.

On a personal front, I am happily married to my wife Amanda, and together we are raising three wonderful children named Audrey, Jacob, and Caleb. Coaching all three of my children in basketball or baseball is a great passion of mine. In my leisure time, I enjoy engaging in activities such as hunting, fishing, and playing golf. These hobbies not only provide relaxation but also allow me to appreciate the beauty of nature and spend quality time pursuing my personal interests.