Lana works closely with the wealth advisors in the development and maintenance of clients’ holistic financial plans. In addition to her work in the financial planning process, Lana manages the day-to-day operations of Rivertan and ensures that we promptly follow through on the commitments we make to our clients.
Lana graduated from Rutgers University with her Bachelor of Science degree in Finance and currently holds the General Securities Representative license (Series 7 & 66) and Life & Health insurance licenses.