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Lance Treat, Investment Advisor RepresentativeLance Treat

Lance Treat joined the Brogan Financial Team in 2011 and serves as an Investment Advisor Representative.

Lance holds his Master’s Degree in Finance (MBA) from The University of Tennessee. He also holds the Accredited Wealth Management Advisor designation (AWMA) from the College for Financial Planning and has worked in corporate finance for more than 10 years in various management positions in Alabama and Tennessee. Lance also proudly served six years in the military on a nuclear submarine.

Lance resides in Maryville with his wife Micah, who is a registered nurse with Children’s Hospital, and their son Andrew. In his spare time, he enjoys spending time with family and friends and working in the yard.

 

Jim Brogan named the 2011 National Advisor of the Year.

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