Broker Check
Simone Lane

Simone Lane

Wealth Management Advisor

Simone Lane has been a licensed Financial Advisor since July 2018. She served as a Registered Sales Assistant to Lobdell Investments' Managing Partner,  Mark Lobdell for 8 years before branching out as an advisor. She says it was time well spent learning from Mark's 30+ years of experience as a financial advisor, allowing her to advantageously develop an in-depth knowledge of client service and account management.  Her deep level of care for clients beyond their financial needs, combined with years of experience exemplify Simone as an extraordinary IAR . Her areas of focus are business planning and retirement  solutions for small business owners and charitable organizations including Endowment fund management.

Simone devotes her personal time to family and community engagement.

She is happily married with three adult children and a beautiful granddaughter.