Lana started her career on Wall Street as an institutional research analyst, then became a fiduciary advisor and firm founder - a path that has given her a rare perspective on how wealth is truly built. She broke away from the traditional wire house model and founded Securiet Wealth on a single conviction: bring more services to the client, rather than work within a large firm's limitations. She builds a custom strategy for every individual or business owner, educates clients on various investment options and planning strategies. Lana employs a team of analysts, allowing to run its own research rather than relying on mutual funds.

This allows her team to blend wealth management and asset management for better portfolio construction and tax efficiency. Now, as Founding Director of Kingswood's Women's Wealth Division, she brings that same rigor, along with her belief in community and women's financial power, to a national stage.