Lane Brothers Investment Counsel

Caradoc Crandall is a financial advisor at Lane Brothers Investment Counsel with three years of industry experience. He holds the Series 66 designation and has held various roles in financial services and tax consulting, including positions at Avantax Investment Services and SC Audit & Accounting Solutions. Crandall is also a member of Prestige Wealth PLLC, where he provides financial strategies and advice tailored to clients' tax and wealth management needs. Lane Brothers Investment Counsel serves individuals, charitable organizations, pension and profit-sharing plans, corporations, and accredited investors, offering discretionary portfolio management, financial planning, and advisory services. The firm combines traditional portfolio management with alternative investments, including private real estate, and engages in fund-sponsorship activities with performance-based fee arrangements.

Megan Lane is a Series 65 licensed financial advisor with Lane Brothers Investment Counsel in Prescott, AZ, where she has worked since 2019. She has three years of industry experience, including prior roles at Cwm, LLC and local hospitality businesses. Outside of advising, she serves as an assistant manager for a real estate development company and works as an insurance agent specializing in life, health, disability, annuities, and long-term care insurance. Lane Brothers Investment Counsel serves individual, high-net-worth, and institutional clients, offering discretionary portfolio management, financial planning, and pension consulting. The firm manages private real estate partnerships and employs a variety of analytical techniques combined with financial planning and governance in client engagements.

Kevin Lane is a financial advisor with Lane Brothers Investment Counsel in Prescott, AZ, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Lane Brothers & Co., Inc. since 1990 and was with CWM, LLC from 2021 to 2024. Outside of his advisory role, Lane is a managing member of a property development company and is also licensed to sell life, health, disability, annuities, and long-term care insurance. Lane Brothers Investment Counsel serves individual, high-net-worth, and institutional clients, offering discretionary portfolio management, financial planning, and consulting services. The firm manages private real estate partnerships and applies a range of analytical techniques combined with governance considerations in its investment approach.