Steve Lane, AWMA®, CFP®, serves as a Financial Consultant and helps people integrate their financial decisions with their values and faith. Steve works with clients in three relationship levels. The first is a comprehensive, fee-based financial planning relationship. This involves diving into financial documents to create a robust plan that aligns with your values and goals. Others choose the path of investment management, which can utilize a specific focus on socially responsible investing. Many values-driven clients consider how to achieve their goals while helping to make the world a better place. The third level is to assist people with immediate needs regarding Medicare options, life insurance and other insurance needs.
Are you interested in talking with Steve? He always begins a client relationship with a free consultation, getting to know you and your story. This helps to determine which path is most appropriate.
Steve holds Series 7 and Series 63 securities licenses and the CERTIFIED FINANCIAL PLANNER™ and ACCREDITED WEALTH MANAGEMENT ADVISORSM designations. Steve also draws from his longtime personal interest in finances and 20 years of experience as a pastor. He taught as an adjunct professor at Messiah College (now University) for 19 years. Steve earned M.Div. and D.Min. degrees from Gordon-Conwell Theological Seminary. Before joining the Everence® staff in 2018, he served on the Everence board of directors for 12 years.
Steve and his wife, Liz, have two adult sons, Scott and Michael. Their family enjoys outdoor activities, boating, building things, fixing things, growing things, reading and more. Liz serves as Pastor of Discipleship at Sarasota Community Church, where Steve is an active volunteer, teaching Sunday school and preaching occasionally. Steve volunteers as a board member on the local chapter of MEDA, Sarasota Christian School, and the Sunnyside Foundation.
