Meet The Team
The team behind Pearce Financial is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements.
Brian S. Pearce Owner & CEO
With more than 30 years’ experience in benefits, finance and financial services, Brian Pearce helps clients plan for successful retirements.
“I help people build retirement income by creating custom strategies that address their needs,” Brian said. “I monitor each strategy through the years to ensure my clients stay on track toward their long-term goals.”
Brian urges people to work with a financial advisor for two reasons: to avoid mistakes that can cost them money and to receive guidance about the latest investment strategies.
“I’ve experienced some of the best times in the market — and some of the worst,” Brian said. “Having been through the ups and downs helps me educate others on how to deal with risk and volatility.”
Brian passed the FINRA Series 7, FINRA Series 24, General Securities Principal, and FINRA Series 65 exams and earned the General Securities Representative and Investment Adviser Representative designations. He also holds licenses in life and health insurance and variable annuities. He earned a bachelor’s degree from the University of Florida.
Brian has deep roots in Polk County and has lived in Florida his whole life. Brian has been married to Lisa for over 30 years. They have three grown children, Lance, Jordann and Madison, and three grandchildren. Brian’s hobbies include golf and weight training.
Tisa Knox Principal
Tisa Knox is a principal at Pearce Financial, where she has worked for more than 20 years. She assists the financial advisors with order placement, appointment setting and other duties to help ensure that each client receives the utmost in friendly, efficient service. Tisa has passed the FlNRA Series 7 and Series 24 exams to earn designations as a General Securities Representative and General Securities Principal. She is a lifelong resident of Polk County, Florida, and has two children. Check the background of this investment professional on FlNRA's BrokerCheck.
Lance M. Pearce Investment Advisor Representative / Marketing and Technology Specialist
Lance has been in the financial services industry for nearly a decade. He has passed the FINRA Series 65 exam to earn the Investment Advisor Representative designation. He also holds licenses in life and health insurance and variable annuities. Prior to Pearce Financial, he worked with a large retirement planning firm in San Diego, California, helping employees of Fortune 500 companies retire successfully. He coordinated seminars across the country in areas such as Houston, New York, San Francisco and Los Angeles. He also hosted weekly nationwide conference calls.
Prior to that, he worked with Principal Financial and Prudential in Tampa, Florida, as a Registered Representative. Lance also proudly served in the U.S. Air Force, including a tour in Iraq during Operation Iraqi Freedom. He was a “crew chief” on the F-15C Eagle.
Lance is married to Karey and together they have two children, Landon and Kamryn, and their dog, Fudge. He enjoys Landon’s baseball, reading, grilling and being on or near the water whenever possible.
Ready to Take The Next Step?
For more information about any of the products and services listed here, schedule a meeting today or register to attend a seminar.