Simone Lane cares about her clients lives, goals, struggles, fears. She works hard to help you achieve your financial intentions, especially in readiness for retirement, and she shares her knowledge in accessible ways. Her research is thorough, and her planning is spot on. She respects her clients value based investment requests. I could not be happier. I feel well taken care of. Managing investment money takes time, knowledge, passion, and devotion; Simone brings all of that and more. Plus, shes almost always smiling. Our meetings are uplifting.

I was referred to Simone by a friend and I absolutely love Simone and her team! They are quick to answer calls, questions and give trusted advice that has helped lead my finances to a greater level! ...I highly recommend!

My mom has been a client of Lobdell and Lane Wealth Management for many years. Mom worked with Mr. Lobdell for many years and now we work primarily with Ms. Lane and her associate Liana. The staff at this company take the time to get to know their clients personally and professionally. They are responsive to every inquiry and are thorough and clear in their communication. If you are looking for financial advisors who have the a high level of skill and knowledge, integrity, and kindness call them. I know that my mom is going to be taken care of and that she and I will rest easy knowing she is in their very capable hands.

Every now and then, we encounter our prayers in the flesh in the form of a person. Her heart, her wisdom, her desire to innovate and recreate wealth in the communities that she serves is admirable. I appreciate her experience and her exposure but more importantly her willingness to share, show and shape my financial future in both patronage and in training. Excited about the legacy I will leave as a result of the connection, yet the reality that we can create culture is the part that makes my heart smile most. Thank you for being you Simone.