About Lane
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.
Areas of focus
Credentials & background
Designations
Licenses
Education
Missouri Southern State University
Clients served
Registered in
Missouri
Regulatory
The firm
At Financial Integrators, we simplify the complexities of wealth management, providing personalized strategies and proactive oversight to give you confidence in your financial future. With a commitment to clear communication and risk mitigation, we empower you to focus on what matters most while we expertly manage your wealth. Our team combines collaboration and financial expertise to streamline your financial journey. With personalized financial plans that integrate all your accounts and address protection needs like estate planning and insurance, we guide you every step of the way. Our credentialed financial professionals craft tailored investment strategies aligned with your goals and risk tolerance. Through careful tax planning and retirement distribution strategies we help maximize retirement income and legacy value while minimizing taxes.
4140 Grand Avenue, Des Moines, IA 50312$2B assets under management