Steve Lane, AWMA®, CFP®
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.