Steve Lane, AWMA®, CFP®

Financial Consultant

Sarasota, FL

P: (941) 953-6655
F: (941) 444-7286

Steve Lane, Financial Consultant

Steve Lane, AWMA®, CFP®, serves as a Financial Consultant and helps people integrate their financial decisions with their values and faith. He loves helping people prepare for the future, get ready for retirement, and experience peace of mind, hope and confidence when thinking about life’s next chapter. He finds his work with clients deeply meaningful as they have conversations about leaving a legacy and making the world a better place. Steve specializes in financial planning, investment management and charitable planning. 

Steve 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 20 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. Today, he serves on the board of the Sunnyside Foundation. 

Steve and his wife, Liz, are active members at Sarasota Community Church. They have two adult sons, Scott and Michael. Their family enjoys outdoor activities, boating, and building and fixing things. 

 

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Disclosure

Advisory services and securities may be offered through a third-party registered investment advisor or registered broker-dealer that is not affiliated with Everence Trust Company. Investments and other investment-related and/or securities products are not NCUA or otherwise federally insured, may involve loss of principal and have no credit union guarantee.


Steve Lane, AWMA®, CFP® is licensed to discuss and/or offer financial services and/or products to residents of CA, FL, IN, MI, OH, PA, SC, TX and VA.

Accredited Wealth Management Advisor™, AWMA™, and the AWMA™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.


Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.