Nick Lane Financial Analyst, MS

Office: 832-742-1141

Nick is a native of Kingwood Texas. He received his bachelor’s degree in Accounting and Finance and his Master’s of Science in Finance from the University of Houston. He has served as an analyst and portfolio manager for the Cougar Investment Fund and the Bauer College of Business student run equity investment fund. Outside of work, Nick enjoys fishing and following professional sports leagues.

Connie Mack
President and Founder, AIF®, AAMS®, CRPS®
Richard M. Rosso
Director of Financial Planning, CFP®
Lance Roberts
Chief Investment Strategist
Michole Fields
Compliance Manager and Controller, AAMS®
Brent Clanton
Executive Producer – Lance Roberts Show
Karen Roan
Director of Investment Relations
Samantha Samolu
Client Service Manager, MBA®
Danny Ratliff
Senior Financial Advisor, CFP®, ChFC®
Michael P. Lebowitz
Portfolio Manager, CFA®
Frank Marrone
Senior Financial Advisor, CFP®, CRPC®
Craig Severin
Sr. Financial Planner, CFP®, NSSA®
Nikki Brock-Maruska
Human Resources and Investor Event Planning
Jonathan Penn
Senior Relationship Manager, CFP®
Pashaa Simmons-Green
Client Services Administrator
Stephanie Lawrence
Stephanie Lawrence
Director of Operations
Tom Allen
Retirement Plan Consultant