Lane works closely with individuals and small businesses helping them plan and invest for the future. He has helped them make tough decisions about when and how to retire, how to plan and pay education expenses for children and grandchildren, and how to identify and prepare against the risks that jeopardize a successful investment plan. He has personal and practical experience in helping his clients navigate the financial complexities of retirement, marriage, divorce, disability, death of a loved one, paying for higher education, changes in employment, and long-term healthcare issues. Above all, he recognizes and values the personal nature of what he does for his clients, and appreciates the trust and respect that is needed in the advisor/client relationship.
Lane is a 1985 graduate of Brigham Young University, earning a degree in Business Management with an emphasis in Finance and Financial Planning. While he values his formal education and regulatory licenses, he also takes great pride in the knowledge and practical education that comes from over 25 years of experience in the financial services industry.
He has lived in Arizona since 1967, growing up in Mesa, where he still lives. Lane and his wife Melenie have been married for 30 years and are the parents of five children (3 boys and 2 girls), with three currently in college, and two at home. He has loved being a part of his children’s lives, supporting them in their endeavors either as their coach and instructor, or as a spectator and their number one fan.
Lane and Melenie have served on the local high school booster club, helping raise funds for the athletic and music departments. They are also both active in their church and are regularly involved in humanitarian and charitable projects. Lane has also served as a volunteer leader in the Boy Scouts of America, serving as Scout Master. In his spare time, he enjoys golfing and being outdoors.