Lance Rummel, CFP®, CPWA®, CIMA® in

Lance Rummel, CFP®, CPWA®, CIMA®

Critic · DISC type C
Owner/Operator at Gig Harbor Boat Rentals
📍 Greater Seattle Area, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

Login to view overviewLogin to view overview
Experience
20 Years
Current Role
Owner/Operator
Job Level
Leadership
Location
Greater Seattle Area, United States
Personality Overview

How Lance shows up

Precise
ROI Driven
Objective Thinker

They like to do things independently and don’t look for support from others. They don’t appreciate bells and whistles unless backed by data. They choose to analyze logically and value facts to emotions.

Priorities

Topics Lance cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
Login to view topicsLogin to view topics
Career

Work history

2024
Owner/Operator
Gig Harbor Boat Rentals
2-2006
Senior Vice President | Alternative Investments Director | Family Wealth Advisor | Financial Advisor
Morgan Stanley
2-2005 - 2-2006
Registered Representative
COUNTRY Financial®
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
Login to viewLogin to view media
Education
2001 - 2004
Business
Oregon State University
2008 - 2008
CFP®
Kaplan Univerisity
2014 - 2014
CPWA®
University of Chicago Booth School of Business Executive Education
Social presence
in
Behavioral profile

DISC profile (public)

C

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

More profiles

Discover additional public profiles from our index.

Unlock the full playbookSee exactly how to sell to Lance. Free, 10 seconds.