Lane serves as a Wealth Manager, working directly with clients to develop and implement comprehensive financial plans to address their goals and most complex financial needs. He practices in the areas of retirement planning, investment management, risk management, tax planning, estate planning, and charitable planning. Lane’s approach focuses on developing a thorough understanding of your circumstances to provide you with truly customized advice to help achieve your goals.
Lane brings over 10 years of experience in advising clients on their finances. Prior to joining Creative Planning, he was a tax advisor at a regional CPA firm where he served high net worth individuals and families.
Lane earned a Bachelor of Science in Business Administration from the University of Nebraska at Lincoln. He is also a Chartered Financial Analyst® charterholder as designated by the CFA Institute, a Certified Public Accountant licensed in Nebraska, and a CERTIFIED FINANCIAL PLANNER™ practitioner as designated by the Certified Financial Planner Board of Standards.
Lane and his wife, Natalie, live in Omaha with their two dog children – Icee and Penny. In his spare time, he enjoys watching Netflix with his wife, weightlifting, and spending time with family and friends.