Robert Lane
Robbie Lane made a significant career shift 28 years ago, moving from a healthcare role that included being a Wildland Firefighter, Paramedic, Navy Corpsman, and Military Nurse to the world of financial planning. His decision to pursue his passion for finance came after a 15-year healthcare career.
Robbie Lane's journey into financial planning was driven by a desire to help people understand markets, retirement planning, and risk management. However, upon entering the financial industry, he was disheartened by the prevalent sales-oriented approach, where products were often 'pitched' to clients. Disliking this approach, he shifted his focus to advocacy and education in his practice.
Robbie's core belief is first to understand a family's individual needs and then help them identify the best options for their unique situations. He coined the term "We do creative, intelligent financial thinking" to describe his approach. His passion for the marketplace is contagious, and he balances his time between building a team of top financial planners and taking care of his personal clients. With extensive experience, he manages over $100 million of his client's assets and protection needs.
Outside of work, Robbie enjoys backpacking or fishing in Idaho with his wife Raquel, to whom he has been married for 30 years, and their two children, Rob-Roy and Nicole.
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