Lane Lyday
Working with a dynamic group of clients over the past decade has helped Lane curate a hands-on, customized service approach to building and preserving assets. Lane works closely with individuals, families and charitable organizations to realize financial goals through actively-managed investment models.
Lane also specializes in consulting corporations and non-profits with group retirement plan benefits. Teamed with industry leaders and innovative research tools, our team's practice helps employers to improve financial outcomes of their employees while efficiently navigating compliance responsibilities.
Lane holds FINRA Series 7, 63 registrations with LPL. Lane is also a licensed agent for Life & Health insurance.
During his time away from work, Lane enjoys an active lifestyle, with passions in cycling, golf, art and animal welfare.