Who's in your Center Square?

  

ABOUT US | Biographies

Kenneth P. Lane, MBA, AIF® and Deborah L. Lane, CFP®, CLU®

Kenneth and Deborah are accomplished industry professionals with more than 35 years combined experience guiding clients on their financial matters. Their investment expertise—matched by their commitment to helping individuals, families, and businesses plan for the future—allow them to offer a unique and valuable perspective in attending to their clients' investment and planning needs.



Kenneth received his BA and MA from SUNY Albany and his MBA from the University of Phoenix. He currently holds FINRA Series 7, 31, 63, and 66 securities registrations as an Investment Adviser Representative of Commonwealth Financial Network, and has also been awarded the AIF® (Accredited Investment Fiduciary®) designation.
Deborah received her BA from Empire State College/SUNY Albany. She also completed a comprehensive financial planning program offered at the College of Saint Rose in Albany, and has successfully obtained both the CERTIFIED FINANCIAL PLANNER certification and Chartered Life Underwriter designation. Deborah also holds FINRA series 7, 24, 27, 53, 63, and 66 securities registrations as an Investment Adviser Representative of Commonwealth Financial Network.

As financial consultants, they are committed to high standards of practice, continuously striving to be premier providers of financial services without conflict of interest or product bias. As your strategic partner, they will develop an individually tailored investment strategy and comprehensive financial plan aimed at reaching your goals.




Jessica Stammel

Jessica started at Center Square Asset Management in March 2006 as an administrative assistant. Her main focus is to provide superior customer service to you and can help with obtaining information, such as duplicate account statements, confirmations, and tax forms. She can also assist you with making deposits and withdrawals, changing your address and phone numbers, as well as many other administrative requests.

Jessica is studying for her Series 7 General Securities (FINRA) National Association of Securities Dealers' registration.

In the years prior to joining Center Square, Jessica was a homemaker, raising her three children, Michael, Eternity, and Alexis. Jessica is a graduate from Rensselaer High School, and has taken many college level courses, among them calculus and economics. Her hobbies include cooking and spending time with her husband and children.




HOME | ABOUT US | OUR PROCESS | RETIREMENT PLANS | TOOLS & INFO | ACCOUNT ACCESS | THE MARKET | ARTICLES | THE FITNESS CENTER | CONTACT US
This communication is strictly intended for individuals residing in the states of
AZ,CA,FL,MA,MD,NY,OK,VA,VT,WA.
No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.

Securities and advisory services offered through Commonwealth Financial Network®.
Member FINRA, SIPC, a Registered Investment Adviser.
Privacy Policy
© Copyright 2005 - 2012