Bryan Lane

Bryan Lane

Retirement Planning Specialist

Phone: (614) 389-4777 ext. 3

Bryan provides analysis and planning to help clients protect, potentially increase their net worth and reduce investment and tax exposure. He offers planning, brokerage, insurance and wealth management services. In the ever-changing economy, his broad-based knowledge and experiences serve his clients well.

Bryan has been awarded the title of Retirement Planning Specialist from Equitable Advisors based on his successful completion and receipt of a certificate in Retirement Planning from the Wharton School, University of Pennsylvania.

He has been a featured speaker at various local small business workshops, serves on the local Rotary Club's Board of Directors and serves on the Liberty Township YMCA Advisory Board. He was recently honored as the 2012-2013 Rotarian of the Year by the Olentangy Rotary Club.

Bryan has a Bachelor's Degree from Ball State University and lives in Powell, Ohio with his wife and their two children. He is actively involved with youth sports, hunting, and fishing.

CA Insurance Lic. #4046741

Wharton University of Pennsylvania Aresty Institute of Executive EducationEquitable Advisors

Retirement Planning Specialist title awarded by Equitable Advisors, based upon receipt of a Certificate in Retirement Planning from the Wharton School of the University of Pennsylvania.