Kenneth P. Lane, MBA, AIF®, and Deborah L. Lane, CFP®, CLU®
Ken and Deborah Lane are established industry professionals with more than 50 years of combined experience. Believers in and advocates of lifelong learning, Ken and Deborah have earned and maintained the necessary securities and insurance licenses, registrations, and designations necessary to provide their clients with their best possible advice and guidance. They are experienced in the financial planning process, which includes (but is not limited to) determining their clients' goals and expectations, gathering data, analyzing and evaluating their clients financial status, developing and presenting financial planning recommendations and alternatives, implementing the financial plan, monitoring their clients progress toward their goals, reporting to their clients periodically, and making adjustments to the plan as needed.
Ken and Deborah are both lifelong residents of the Capital Region and live near their main office in Castleton, New York, with their three beautiful children: Ethan (age 11) and twins Grace and Ryan (age 8).
In 2007, after an extensive and exhaustive search, they found the perfect location for their dream home, an A-frame log cabin with a wrap-around deck, on some long-neglected and overgrown farmland.
Outside of the office, if Ken and Deb are not at a local function or event with their children or assisting with their local Cub Scout, Girl Scout, or Boy Scout pack, they are usually at home taking care of their German shepherd siblings, Rex and Reg, their cat, Mollie, a few ducks, and a few too many chickens.
In addition to helping clients achieve and maintain financial health, staying physically fit and healthy is important to Ken. He is a longtime member of the Capital District Triathlon Club, where he has served as both president and head of the Sponsorship Committee. Each year, Ken enjoys training for and participating in triathlon races of all distances, from 14- or 15-mile sprint distance triathlons to the 140.6-mile Ironman distance events. To date, he has completed nine Ironman races in Lake Placid, New York; two in Cambridge, Maryland; and one in Zurich, Switzerland. Ken is currently looking forward to participating in his next Ironman in Cambridge, Maryland, on September 18, 2021.
Throughout the years, Ken has enjoyed success by applying to his triathlon training and racing the same disciplined, planning-based approach that he and Deborah take in their financial planning and investment management roles with their clients.
In addition to raising a family and running a business, Deborah is very active in the local community. She has volunteered at the local pre-school, assisting with bookkeeping, payroll services, and tax filings. She has also served with the AARP as a volunteer.
Jessica started at Center Square Asset Management in 2006 and is studying for her paraplanner designation. She is responsible for handling a variety of client service requests, such as locating duplicate account statements and tax documents, saving trade confirmations, and processing deposits and withdrawals.
Jessica lives in Rensselaer, New York, with her husband, Mike, and her 6-year-old niece Jennifer. Jessica also spends a great deal of her time with her three grown children and four grandchildren.
In what little spare time she has, Jessica volunteers around her community and loves planning family events.