Lane Clevenger, CERTIFIED FINANCIAL PLANNER (CFP®) & Investment Advisor Representative. Lane’s approach to financial management differs from a simple focus on product . His level of experience allows him to offer offer a holistic approach to financial well-being. As Team Leader, his role is to identify, manage and coordinate his clients' financial needs. His purpose is to bring financial order to the increasingly time-strapped lives of the clients he serves. Lane earned a Bachelor’s degree with honors and holds Series 7 and Series 66 securities registrations. He also holds Life and Health insurance licenses, and serves clients across the nation.
Investment Advisory Team*
Jim Wessels, Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), Personal Financial Specialist (PFS). Jim brings over a decade of active money management experience to provide daily insights on the markets to help investors find practical applications. As a former investment analyst he covered several industries, including financial services, outsourcing, health care, energy, and utility companies. Jim is also a retirement plan design expert who consults on all types of employer-sponsored plans. Jim earned his BBA degree, majoring in Accounting and MBA with a finance emphasis from the University of Iowa.
Jared Sutton, Chartered Financial Analyst (CFA), CFP® Jared is an Investment Adviser Representative focused on estate planning, tax strategies and investment planning. He has extensive experience in data analytics and research, portfolio construction and management, asset allocation and investment selection. He founded and later sold an internet service provider, and he has worked as a business/field analyst and derivatives broker. Jared earned his undergraduate degree in business and computer science from Indiana University–Bloomington, and he earned his MBA with an emphasis in finance from the University of Iowa.
Jasen Dahm, CPA, CFA, Financial Analyst. Jasen is a Registered Representative of Voya Financial Advisors focusing on asset allocation and tax minimization strategies. He serves on our Investment Committee. He formerly served as a research analyst for a fund of hedge funds as well as a Senior Auditor for Deloitte and Touche. Jasen earned his BBA in Accounting and Finance as well as a Masters of Accountancy from the University of Iowa.
*Investment Committee members are affiliated with Voya Financial Advisors. Registered Representatives of and Securities and Investment Advisory Services offered through Voya Financial Advisors, Inc. (member SIPC)