Our Story

Meet the Leadership Team

David

David Lenser

Co-Founder, Financial Planner

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John

John Wolff

Co-Founder, Financial Planner

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Dean

Dean Loftin

Partner, Financial Planner

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Cheryl

Cheryl Brooks

Office Manager

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Ida

Ida Settlage

Client Success Manager

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We're Team Players!

The Nautilus Group

The Nautilus Group®

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Eagle Strategies, LLC

Eagle Strategies LLC

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Ash Brokerage

Ash Brokerage

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New York Life

New York Life

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Working with Other Advisors

At Lens Financial & Insurance Solutions, we work with our clients' attorneys, accountants, trust officers and other financial advisors to better serve the needs of our clients. This collaborative approach gives our clients the most comprehensive service available.

When you work with Lens Financial & Insurance Solutions, you can rest assured that we will work with you to develop a mutually agreeable process for interacting with our shared clients. We know that every organization has different methods and preferences for how communication is handled, so we are flexible and adaptable in order to effectively meet the needs of our clients within a cohesive team environment. We will always maintain open lines of communication and keep you apprised of all developments.

We are a results-oriented firm, and we will deliver creative and effective solutions for your clients in the areas of business, estate, and succession planning. We invite you to explore our website to gain a clearer understanding of our team and the resources we bring to the table. If you have questions or would like to discuss a particular client that we may be of assistance with, please don’t hesitate to contact us.

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November 25, 2020 @ 11:13 AM

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