Lance Schlosser

Faith. Family. Business.

Role
Financial Planner at Peak Retirement Planning, Inc.
Location
Troy, OH, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Lance Schlosser

I specialize in recruiting, training, and managing top talent to help individuals reach their full potential. By providing guidance and support, I ensure teams are equipped with the skills and knowledge to succeed. My focus is on building strong relationships, fostering growth, and creating a positive environment where everyone can thrive. Whether it’s helping new team members get started or coaching experienced professionals to take their skills to the next level, I’m passionate about empowering others to achieve their goals.

Experience

  1. Financial Planner

    Peak Retirement Planning, Inc.

    Oct 2025 — Present · Columbus, OH, US

    Peak Retirement Planning is an SEC registered investment adviser able to conduct business in states where it is registered or exempt from registration. Any testimonials, endorsements, or reviews contained on this page or in videos may be given by current clients or non-clients and are not paid for. There are no conflicts of interest involved with any of those individuals\' giving testimonials or endorsements.

Skills

  • Microsoft Office
  • Training
  • Research
  • Management
  • Customer Service
  • Project Management
  • Microsoft Word
  • Microsoft Excel
  • Public Speaking
  • Leadership

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Lance Schlosser — Financial Planner at Peak Retirement Planning, Inc. in Troy, OH, US | Unifers