Senior Retirement Specialist
As a senior retirement specialist, Lance Moen works with advisors, brokers, wholesalers, and plan sponsors to proactively deliver retirement plan service that exceeds expectations. He is a constant resource for clients, providing expertise in regulations, compliance and plan administration, financial markets, investment trading platforms, and developing and reviewing annual plans to ensure goals and objectives are met.
Lance joined Alerus in 2005 and served as a personal banker and branch manager before specializing in retirement services. He holds an associate degree in finance and credit services administration from Minnesota State Community and Technical College in Moorhead, Minnesota, and is a graduate of the Dale Carnegie Training program. He lives in Fargo, North Dakota.