Lane's credentials

·         CFP, Certified Financial Planner

·         MBA - Finance Specialization, Walden University

·         B.B.A. Bachelor of Business Administration, Mercer University

·         CRPS, Chartered Retirement Plans Specialist

I have been educating investment professionals, 401(k) sponsors & participants and the general public about financial planning and investments since 1984.

As a syndicate manager with Cardinal Securities, I spent time working with CPAs, brokers and other professionals helping to explain sometimes difficult investment concepts to them and their clients.

As planner-coach, district manager, director of new advisor development and eventually associate vice president at American Express Financial Advisors I not only trained advisors regarding qualified plans, estate planning, taxes, asset allocation and other technical aspects of financial planning, but also performed over 200 client seminars for 401(k) participants and other clients.

The move to a fee-only practice model was driven by the desire to educate and to provide investment advice in an objective manner based on academic research, rather than providing advice as an incidental side product of selling investments, thereby removing the potential conflict of interest that exists in the commission sales model.

As a Registered Investment Adviser, Mullinax Capital can facilitate any investment, insurance, debt (or any other financial) product for you. Most important, however, Mullinax Capital does not represent any of those companies or distributors. We represent you, the client.