As a Edward Jones financial advisor, I believe it's important to understand what your goals are before you invest your money. Working closely with you, your CPA, attorney and other professionals, I can help determine an appropriate financial strategy for you and your family. Our branch team has developed an established process to help achieve your financial goals and mitigate risk for families.

In 2010, I joined Edward Jones as a financial advisor. I have truly enjoyed building a business and serving clients that emulates the foundation of Edward Jones. In 2016, I became a limited partner of the firm. Our branch team consists of Donna Dix and Debbie Bowles, two dynamic ladies, both with over 15 years of service experience with Edward Jones.

Born and raised in rural Colorado, I am a graduate of the University of Colorado and the Thunderbird School of Global Management, holding a master's degree in international business and marketing. Also a graduate of Colorado State University, I hold a bachelor's degree in business administration with an emphasis in marketing. I have worked, lived and studied internationally in 13 countries and remain a member of Alpha Kappa Psi Business Fraternity.

My family and I have lived in Sierra Vista since 1998. I have been married to Jeff Lane for 25 years and we have two children, Jake and Lauren. Jake is an industrial engineering student at Calpoly, San Luis Obispo, CA and Lauren attends the University of Colorado, Boulder this fall. I am a member of the Sierra Vista Chamber of Commerce.

We are here to provide you and your family highly personalized service and to understand what's most important to you.

Focus areas

  • Retirement Income Strategies
  • Charitable Giving
  • Estate & Legacy Strategies
  • Retirement Savings Strategies
  • Intergenerational Planning
  • Wealth Strategies

My Personal Interests

  • Health & Nutrition
  • Hiking
  • Mountain Biking
  • Scuba Diving
  • Skiing

Office Information

Office Hours

Office Hours
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

Branch Team

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