Lane takes a holistic approach to financial well-being. As a team leader, his role is to serve as the “financial quarterback” and coordinator for all of your financial needs. As a CFP® (CERTIFIED FINANCIAL PLANNER) professional, Lane puts the golden rule into action daily. Lane holds Series 7 and Series 65 securities registrations. He also holds life and health insurance licenses, and serves clients across the nation. Lane married up, and together he and Abby are raising three strong leaders.
At Clevenger Financial, we believe people are weighed down by the burden of making increasingly complex financial decisions alone.We are revolutionizing the way real planning should be by coordinating your comprehensive financial needs. We are committed to coming along side you to lighten that load, giving you financial confidence and freeing you to lead the enriched life you deserve. You can have confidence in our comprehensive planning process delivered by credentialed advisors.
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