Rob Lane J.D. MBA, LL.M, CFP®

Client Advisor

Rob in three words:

Thoughtful. Engaging. Inquisitive.

As a client advisor, Rob is committed to helping good people find peace of mind through sound financial decision making and careful planning. By getting to know his clients and working on their behalf, Rob gives folks the freedom to pay less attention to their finances and investments and more energy on their favorite people and pursuits.

Rob met his wife Carolyn while he was earning his BA in business at Loyola Marymount in California.  After they married, Carolyn bravely agreed to move from Redondo Beach, California, to Spokane, Washington, where Rob earned his JD/MBA at Gonzaga University.  Tired of the chilly winters, Carolyn didn’t have to be asked twice about moving to Seattle when Rob had the opportunity to obtain his LL.M. in Taxation at University of Washington School of Law.

In the years since, Rob and Carolyn have worked on raising three kids and several energetic dogs.  Rob enjoys just about any sport that involves hitting a ball with a racket.  He is an avid Dodgers fan (his mom worked for the Dodgers in the 60s).  And he loves crabbing on Hood Canal, enjoying nothing more than a laughter-filled family crab feed as the sun sets.


  • LL.M. Taxation, University of Washington School of Law
  • JD/MBA, Gonzaga University School of Law
  • BA Business, Loyola Marymount University


  • Certified Financial Planner (CFP®)
  • Washington State Bar Association
  • Series 65


  • Estate Planning Council of Seattle
  • Washington First Responder Will Clinic

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