Helping people feel confident about their financial future is what drew me into this profession and what continues to inspire me every day. After graduating from UW–Milwaukee with a Bachelor of Science in Biological Sciences, I joined my mother, Jodie Lane, at Greenstone Financial — what started as an unexpected opportunity quickly became a career I truly love.
I soon discovered that financial planning is about much more than numbers. It’s about listening, understanding each person’s unique story, and helping families make thoughtful decisions through life’s transitions. Being able to educate, support, and bring clarity is incredibly meaningful to me.
Over the years, I’ve gained extensive experience supporting clients across a wide range of planning needs. I am affiliated with J.W. Cole Advisors, hold the Series 65 license, and maintain an active Wisconsin life insurance license.
As an advisor at Greenstone Financial, I work closely alongside Jodie to serve clients today while helping ensure they will continue to receive the same trusted guidance in the future. By being actively involved in client relationships, planning conversations, and ongoing service, I strive to provide continuity, stability, and peace of mind that their financial plan, and the people guiding it, will remain consistent for years to come.