Casey Lane

Casey Lane, CFP®, is a Vice President and Financial Consultant with nearly a decade of experience in empowering high net worth individuals to achieve their financial goals. They specialize in retirement planning, income generation, tax strategies, and investment management, providing comprehensive and personalized financial guidance. Casey's career includes various roles at Fidelity Investments, where they have developed expertise in wealth management. They earned a Bachelor of Business Administration from the University of Arkansas at Little Rock, graduating with a 3.59 GPA.