LOCAL MEDICARE AGENT AND LOCAL FINANCIAL PLANNER
As a Managing Member of Lane Financial Strategies, LLC I have a total of 6 years in the insurance industry. After gaining my bachelor’s degree in Business Marketing from Longwood University, I entered the workforce and found myself working alongside my father since 2016. My primary focus is helping seniors understand the ins and outs of Medicare while also helping with their Final Expense’s and Burial programs. I have a passion for helping people, especially seniors and retirees.
I was born and raised in Chesterfield, Virginia and now reside in Moseley, Virginia. I am married to my soulmate, Ariel, and we just celebrated our 3-year anniversary. For now, we have 4 “little” fur babies Kora, Opie and Phoebe and just recently we added the 4th little pup named Shenzi.
With over 33 years in the ﬁnancial services industry and money management experience, I have been a Managing Member of Lane Financial Strategies, LLC, bringing knowledge and understanding to the practice in an eﬀort to help baby boomers and retirees achieve their ﬁnancial goals and of objective through ﬁnancial planning, income planning, and wealth management strategies.
I believe that the nucleus of a successful retirement plan must be built on sound ﬁnancial strategies. The strategies must be tailor-made to ﬁt each individual's unique goals and needs, thus enabling it to meet both short and long-term objectives. Each client is given watchful attention, monitoring their progress and making adjustments as necessary for a changing economic climate as well as a change in individual ﬁnancial goals.
Through Lane Financial Strategies, LLC, I am a Financial Advisor and a Virginia licensed insurance agent. I was born and raised in Richmond, Virginia, and currently reside in Moseley, Virginia. I am happily married to my wife Deanna of 33 years, and the proud father of two wonderful children, Travis and Danielle.