Podcast Episode 5: Getting to know ‘G2’ – Joe A

 

Description:

On this episode, learn about 2nd Generation ‘G2’ Advisor Joe Allen, how he met the Founder, Kevin Lane, and why he decided to join Lane Brothers Investment Counsel.

 

What you will hear on this episode:

  • How Kevin and Joe were first introduced.
  • Joe’s background and upbringing.
  • Why Joe transitioned from Technology to Financial Services and the family member that started it all.
  • Joe’s activities and interests outside of work.
  • What makes Joe a unique advisor in the industry.
  • Tease for the next episode: Our definition of SUCCESS in SUCCESSion.

 

On this episode from Lane Brothers is:

  • Joe Allen, Wealth Advisor
  • Megan Lane, Associate Wealth Advisor and Director of Operations
  • Kevin Lane, Founder and Senior Wealth Advisor

 

Connect with Joe, Megan & Kevin:

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