Lana Loveland is the face of our organization and the Executive Assistant of the financial advisors. She will always greet you with a smile, whether on the phone or in person. Her duties include all paperwork with new and existing accounts, compliance, correspondence, general support of the financial advisors, and, most importantly, support of all clients. Lana has a big heart and is always willing to go that extra mile to insure people's needs are being met.
Lana's private life is dedicated to sustainable living, protecting our environment, and promoting personal responsibility. She enjoys sharing her rural home with friends (human, domesticated, and wild) as she strives to maintain her life style.