Broker Check
Simone Lane

Simone Lane

Wealth Management Advisor

Simone's investment career began while serving as an assistant with Lobdell Investments for eight years, learning under her now partner Mark Lobdell. During that time, she developed an in-depth knowledge of client servicing and portfolio management. Simone formed her independent investment firm, Lobdell & Lane Wealth Management, Inc., in 2020. Her deep level of care for her clients goes far beyond their financial needs. With a holistic approach, she is able to guide clients on a personalized financial journey toward their unique goals, ranging from financial education, debt management, and wealth accumulation for retirement and legacy.

Simone devotes her personal time to family and community engagement.
She is happily married with three adult children and a beautiful granddaughter.