Lane Brothers Investment Counsel

Caradoc Crandall is a financial advisor at Lane Brothers Investment Counsel with two years of industry experience. He holds a Series 66 designation and has worked with several firms including Avantax Investment Services and Prestige Wealth PLLC. Outside of his advisory role, he is involved with multiple tax and accounting businesses, serving as a member and tax director at CPA Tax Service PLLC and as a member of Crandall Tax Consulting PLLC. Lane Brothers Investment Counsel serves individual, high-net-worth, and institutional clients by providing discretionary portfolio management, financial planning, and consulting services. The firm is notable for managing private real estate partnerships and applying a range of analytical techniques within its investment approach.

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.

Cassander Crandall is a financial advisor at Lane Brothers Investment Counsel with three years of industry experience. He holds a Series 65 credential and has previously worked at Commonwealth Financial Network and National Planning Corporation. Outside of advising, he serves as CEO and CPA at SC Audit & Accounting Solutions, a certified public accounting firm. Lane Brothers Investment Counsel serves individual and high-net-worth clients as well as institutional clients, offering discretionary portfolio management, financial planning, and consulting services. The firm manages client accounts using a variety of analytical techniques and is notable for sponsoring private real estate partnerships and providing audited financial statements to investors.

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.

Joseph Allen is a CFP® and Series 66-registered financial advisor with seven years of industry experience. He is currently with Lane Brothers Investment Counsel, where he has worked since 2022. His prior experience includes roles at CWM, LLC, Cetera Advisor Networks, Edward Jones, and Wells Fargo. Outside of advisory work, Allen is also licensed as an insurance agent, selling life, 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 combines various analytical techniques and integrates financial planning into client engagements, and it is notable for managing private real estate partnerships and pooled investment vehicles.