MAVEN LANE FINANCIAL GROUP - Key Persons
Job Titles:
- Founder, Senior Financial Advisor
Early in my career, I managed a branch office of a mortgage company, where I was first exposed to the many financial mistakes people make. I witnessed clients approaching their finances in a reactive way, many who treated their money as if it was something that needed to be reclaimed and put back together again. I was determined to figure out a way to help people avoid these mistakes.
It didn't take me long to realize that personal finance is something that is best approached from a proactive stance. I started my career as a financial advisor in 2009 and have not looked back since. My drive stems from my passion for helping clients dissect their goals and lay down a track that is free from unrealistic expectations yet layered in attainable goals that help take them from their starting point to beyond retirement. Now, I am the proud founder and owner of my company, Maven Lane Financial Group.
Job Titles:
- Member of the Practice Management Team
- Information Technology Associate
One of the best feelings is finding a creative solution to complex problems brought to me. Therefore, my favorite parts of my job are problem-solving and learning new skills to make things easier.
I was always drawn towards technology, so after high school, I decided that Information Technology (IT) was a good place to start a career. Shortly after getting my Associate in Arts degree, I was hired by Financial Advocates as an Information Technology associate.
I currently support Amy and her practice in implementing technology and software solutions, as well as ensuring that client data is properly encrypted and secure.
In my free time, I enjoy watching sports (go Ravens!), reading sci-fi and fantasy novels, and playing RPG and fighting video games.
The most rewarding part of my job is the relationships that I build with Amy's clients. I understand that the assets we manage are from money that clients have worked hard for. I do my best to make sure that their client service experience is comfortable, easy, and welcoming. I've grown so close to some clients that they've come to feel like family!
I began working at Maven Lane Financial Group in 2019 as a marketing specialist and administrative support; in 2020, during Covid, I studied for and earned my FINRA Series 7 and Series 66 registrations held through LPL Financial and began my role as the primary Financial Advisor Assistant.
Job Titles:
- Member of the Practice Management Team
- CFO Strategy & Support
- Employee of LPL Business Solutions
Joe is an employee of LPL Business Solutions, a service that provides industry-trained LPL professionals who can help simplify operations and streamline LPL advisors' practices. In his role, he provides Amy with actionable insights based on financial analysis designed to help create a more efficient business model for Maven Lane and our clients.
Joe has over twenty years of experience in the financial services industry. Joe's experience includes ten years at TD Ameritrade managing strategic accounts and working with advisors to help build more productive businesses.
Joe and his wife, Karla, and their three dogs - Oakley, Buddy, and Chicken Bone Will (long story) live in Nevada. In his free time, Joe is an avid photographer and can usually be found out and about taking street photography.
I've had a diverse career in finance, technology, and international business, with key roles like VP at Ameriprise and COO at a tech hedge-fund in San Francisco. Over 22 years, I've honed my skills in investment analysis and financial planning, helping clients for nearly two decades.
Recently, I joined Maven Lane Financial Group and LPL Financial, drawn by LPL's impressive technology and support. I'm excited to work in Maven Lane's collaborative and supportive environment.
My international experience includes a stint in China as a consultant and division manager, and running a salon in Tianjin. Early in my career, I was a mechanical engineer consulting for US Air Force space programs.
Job Titles:
- Member of the Practice Management Team
- Trading Support Specialist
I love analytics and attention to detail, and I thrive when every decision is thoughtful and intentional. That's my favorite part of my job, seeing the results of our intentional decisions. I like seeing requests completed accurately, procedures done efficiently, and processes with effective risk management.
My journey into finance began in college. I explored a few different career paths: Engineering, automotive mechanics, photography, and vocal performance. Throughout, I was taking more and more math courses, and trading in my personal accounts. I realized that the trading I was doing as a hobby should become my career so I went to the University of Idaho for my degree in Finance, with specializations in Trading & Risk Management, and Entrepreneurship.
Although this is my first job in the financial industry, I have always had an interest in and curiosity about the field. Maven Lane has allowed me to explore the ins and outs of Finance through my role in Administrative Support.