As a Senior Investment Advisor, Lane’s singular focus is managing his client’s family wealth. Through his family-focused practice, he seeks to provide comprehensive Wealth Management advice to his clients, whether they are just starting out, in their peak earning years or entering retirement. With over 20 years of experience, Lane has helped families navigate some of the most challenging market cycles and largest bull markets in history.

Lane’s conservative approach to Wealth Management specifically targets strategies that have consistently outperformed their sector peers over the long term and delivered superior returns with lower volatility.

Associate

Samantha Watts-Davidson