In 1994, at the age of 24, while working for the Phoenix Suns NBA team, I received my first ever pay raise. Excited to share the information with my family, I called my uncle Don to share the news and his response was, "Put it in their 401(k) retirement plan." My response of course was, "401 what?" That advice still resonates with me today and is what sparked my interest in planning for retirement and the importance of starting early!
That early start with investing has helped me serve clients effectively for the last 23 years. After a short career working on the business side of professional sports, I established my investment practice in Sierra Vista, AZ in 1998. In 2012, I was named a general partner with Edward Jones and currently hold the AAMS® designation. In addition, I have led a region of 65 branch teams for 13 years.
My team includes three extraordinary branch office administrators, Jessica Merkwan, Amanda Miller and Mary Lane. Jessica has over 14 years of experience working with clients of Edward Jones and is a limited partner. Amanda has over 20 years of financial services industry experience, with over four of those years with Edward Jones. Mary retired in the year 2000 to join us after 26 years of teaching. Our team uses an established 5-step process to make each client feel understood, informed, in control and ultimately secure with all aspects of their financial life. I thoroughly enjoy educating clients and helping them make sound financial decisions.
Outside of the office, I enjoy spending time with my wife, Gina, who coincidentally is a financial advisor with Edward Jones for the last 13 years. We have two children. Jake, 21, is a third-year student at Cal Poly studying industrial engineering. Lauren, 19, a first-year student attending The University of Colorado Boulder studying business. In my free time, I love traveling with my family, diving, boating, mountain biking and walking everywhere with Gina.
- Estate & Legacy Strategies
- Military Professionals & Veterans
- Wealth Strategies
- Insurance & Annuities
- Retirement Savings Strategies
- Entrepreneurs & Business Owners
My Personal Interests
- Spending Time with Family
- Active Lifestyle
- Mountain Biking
Office Address3410 Canyon De Flores
Sierra Vista, AZ 85650
Phone NumberJeff Lane at (520) 378-3766
|Mon||08:00AM - 05:00PM|
|Tue||08:00AM - 05:00PM|
|Wed||08:00AM - 05:00PM|
|Thu||08:00AM - 05:00PM|
|Fri||08:00AM - 04:00PM|
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