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Russ Lane, AIF®

Russ Lane, AIF®

President / Advisor

Compass Financial Resources co-founder, Russ Lane, always envisioned himself as a teacher and coach, and for a while, he followed the path of a traditional educator. As a history teacher, football coach and basketball coach, Russ enjoyed the opportunities to share his love of social studies, history, government and sports with Kansas teens. After beginning a family with his wife, Annette (a fourth grade teacher,) he decided to supplement his income by doing an internship with The Franklin, and that experience opened his eyes to the lack of financial preparedness with many of his friends and co-workers.

With the goal of “educating the educator” as well as feeding his entrepreneurial side, Russ helped create two financial services companies: Ameritime, LLC in Kansas, to provide the latest information and guidance to educators about the labyrinthine Kansas education pension system, and Compass Financial Resources, LLC, to provide long-term individual financial planning to families wanting clarity and confidence in their financial future. Through both companies, Russ enjoys teaching retirement strategies to Kansas school districts, educators and families, as well as providing invaluable context for the complex, major – and often irrevocable – financial decisions that families make.

Russ is a frequently featured speaker for the Kansas education pension system and has more than 25 years of experience as a financial advisor, earning the AIF® designation from the Center for Fiduciary Studies in 2014. He is a member of *Ed Slott’s Elite IRA Advisor Group, an exclusive organization of financial advisors dedicated to being leaders in the IRA industry. He also is an Investment Advisory Representative with Securities America, and a member of both the Society of Financial Service Professionals and the National Association of Insurance and Financial Advisors (NAIFA).

He attended Baker University, then transferred and graduated from St. Mary of the Plains in Dodge City, Kansas.

Russ and Annette have five children (two of whom have been teachers) and three grandchildren. Russ and Annette stay busy with their grandchildren, and their adopted daughter Kimber Rose from Guatamala.

Russ is affiliated with the Olathe office.

 

*Ed Slott’s Elite IRA Advisor Group™ is for investment services only. Ed Slott's endorsement does not extend to the financial planning or investment advisory services offered by the representative. Ed Slott’s Elite IRA Advisor Group™ members pay a fee for the educational programs that allow them to be included in the Ed Slott’s Elite IRA Advisor Group™.  Membership does not guarantee investment success.