Wealth Management

Lance J. Sherry, JD, CFP®

Industry Start



University of Illinois, Urbana-Champaign, BA

John Marshall Law School, JD

Lance provides comprehensive Cashflow Planning, Portfolio Construction, and Estate Planning reviews to help his clients accomplish their long-term goals and objectives. Prior to joining Kovitz, Lance was a Wealth Planner at Fifth Third Private Bank where he specialized in Advanced Estate Planning, Charitable Planning, and Business Succession in addition to comprehensive planning around Retirement, Income and Estate Taxes, and Executive Compensation. Lance earned his Bachelor of Arts degree from the University of Illinois, Urbana-Champaign and his Juris Doctorate from The John Marshall Law School (now UIC Law School). Lance is a licensed attorney in the State of Illinois and a CERTIFIED FINANCIAL PLANNER. Lance is also a member of the American Bar Association and the Chicago Bar Association where he Chairs the Estate Planning Committee.