Lance brings nearly two decades of specialized expertise in providing CFO and advisory services to wineries and grape growers throughout California and Oregon. With both MBA and CPA credentials, he has delivered strategic leadership across winery operations, brand development, and vineyard sales while creating and executing comprehensive strategic plans for more than 30 family wine businesses. His experience encompasses system conversions, stakeholder management, and guiding complex business transitions within the wine industry.

 

Lance entered the wine industry in 2003 as Chief Financial Officer of a struggling barrel cooperage. Promoted to President in 2005, he orchestrated a complete turnaround by divesting underperforming assets, advancing key personnel, resolving litigation, modernizing production facilities, and securing new financing—successfully returning all U.S. facilities to profitability. Before joining the wine industry, he served as VP of Finance at SWF Companies, overseeing multi-state operations across finance, accounting, human resources, and technology.

 

Beyond his professional work, Lance serves as a Board member and former Treasurer of NEWS, a Napa County non-profit organization dedicated to eliminating domestic violence and sexual assault through education and support services.

 

Lance earned his MBA from the University of Tennessee (2001) and his B.S. in Accounting from the University of Arizona (1990). He maintains CPA licenses in both California and Arizona. He resides in Napa with his wife of 32 years and their two children, and enjoys staying active through various forms of exercise and traveling with his family.