Meet Lance
Lance Cannon is a Wealth Advisor with Carson Wealth, bringing more than 30 years of experience serving clients throughout the Pacific Northwest. He partners with individuals and families to clarify how they want to live today, prepare for tomorrow, and shape the legacy they wish to leave. Lance’s approach blends personalized financial planning with a comprehensive, goals‑based wealth management philosophy.
Before joining Carson Wealth, Lance served as Vice President–Investments – Senior Financial Advisor with BMO Investment Services. Prior to that, he led a team of financial advisors delivering financial services to clients across Washington, Alaska, and Hawaii. Earlier in his career, he worked as a Retirement Specialist with Merrill Lynch, helping advisors better support clients across all aspects of securities and business‑life planning. His background also includes serving as a Director for a national RIA and gaining extensive producer and management experience across multiple broker‑dealer distribution models.
Lance holds Series 7, 24, 63, and 66 securities registrations, along with life, accident and health, variable life, and variable annuity insurance licenses.
He earned a degree in Mechanical Engineering from Montana State University and an Executive MBA from the University of Washington. Deeply committed to his community, Lance has served on several nonprofit boards, including United Way and the Rose Foundation, supporting at‑risk children and local initiatives.
A long‑time resident of Ridgefield, Washington, Lance and his wife have made their home there since 1996, where they raised their three children.
