Scottsdale, Ariz., (March 28, 2022) — Lane Brothers Investment Counsel, a wealth management firm with offices in Scottsdale and Prescott, Arizona, announced today that Wealth Advisors Joe Allen and Brian Scott will join the firm’s Prescott office.
Led by Founder and Senior Wealth Advisor, Kevin Lane, who founded Lane Brothers in 1990, the firm provides wealth management services with a focus on long-term investing as well as comprehensive personal financial planning services to individuals, corporations, pension and profit-sharing plans, non-profit organizations, individual retirement plans and trust accounts.
Prior to joining Lane Brothers Investment Counsel, Brian was a financial advisor with Edward Jones. After graduating from the University of California Santa Cruz, he attended the Marine Corps’ Officer Candidate School and served as a Marine Captain.
It was while Brian was working on paying off his student loans that he enrolled in personal finance education courses and began helping other Marines work towards their financial goals. It was then he realized where he wanted to focus his passion and help others pursue their financial freedom.
“When I was on a search for my next professional endeavor, quality was at the top of my list of priorities,” said Brian Scott. “It became extremely clear to me that Lane Brothers has assembled cutting edge tools, investment strategies, and professionals. I’m particularly excited to join the team and continue to pursue excellence under the capable leadership of Kevin Lane.”
Like Brian, Joe Allen didn’t take a direct route to becoming a wealth advisor. Joe spent the first 15 years of his professional career in IT, then he had the opportunity to aid a close family member with their financial planning which allowed them to retire with dignity. It was during these one-on-one sessions that Joe realized he wanted to help people pursue their financial goals. Before joining Lane Brothers, Joe was a financial advisor at Edward Jones.
“One of the main reasons I decided to join Lane Brothers is the opportunity to deliver deeper client experiences and the expansion of the services I can offer,” said Joe Allen. “Whether clients are planning for retirement, in retirement, saving for college for their children or grandchildren, or just trying to protect the financial future of the ones they care for the most, I want to work with clients to develop specific strategies to help them work toward their goals.”
The two wealth advisors will expand the firm’s footprint in the Scottsdale and Prescott area, adding $75 million in additional assets under management to the firm.
“Both Joe and Brian have proven to be experienced entrepreneurs in building their respective wealth management practices,” said Kevin Lane of Lane Brothers Investment Counsel. “With them coming on board, Lane Brothers is securing its legacy by building a long-term succession plan that adds next generation advisors to our business model and allow us to continue to serve our clients now, and for generations to come.”
In 2021, Lane Brothers Investment Counsel joined Carson Partners, an advisory network of 120 partner offices, including 35 Carson Wealth locations located across the U.S. Carson currently manages more than $19 billion in assets and serves more than 40,000 client families. For more information, visit www.carsongroup.com.
About Carson Group
Carson Group serves financial advisors and investors through its businesses, including Carson Wealth, Carson Coaching and Carson Partners. The family of companies offers coaching and partnership services to advisor firms and straightforward financial advice to the investing public. All three organizations are headquartered in Omaha, Neb., and share a common mission to be the most trusted for financial advice.
Kevin Lane is not registered to provide securities or investment advisory services through Cetera Advisor Networks LLC. Kevin is registered to also provide investment advisory services through Lane Brothers & Co Inc.