Lana has worked in the financial services industry for over twenty seven years. She believes in developing lasting relationships built on trust and mutual respect. As a Certified Financial Planner™ practitioner, Lana guides you to look at your overall goals and objectives as an integral part of developing a personalized roadmap for your financial future.
Lana is the founder of Eagle Retirement Group, LLC and today has her office in Dallas. She has been a regional Vice President for Texas and Oklahoma for a national financial company and an account executive.
Lana received her B. S. from Texas Woman’s University, her Masters Degree and her Ph.D. from the University of Texas at Austin. She completed her CFP(R) in 1987. She has membership in many professional organizations and is the author of two books.
She has one son and is a native Texan. Lana has lived in the Dallas/Fort Worth area since 1974. In her free time, Lana enjoys reading, gardening, playing softball and traveling.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.