Lane is a retired Army intelligence colonel with a foundation in leadership, analysis, attention to detail and compassion for others and is now helping financial advisors find a new home and serve clients at a high level on a growing and dynamic wealth platform. Lane and his team’s team goal is to make the Bison Advisors platform more efficient, build and deploy tools for advisors to assist advisors in deeply serving clients. Lane also serves as the Managing Director of Investment Operations in Brookhaven Family Office, an affiliated firm.
Lane graduated from the University of North Georgia in 1990 with a Bachelor of Business Administration. In the Army, he served in a variety of command and strategic planning positions. Lane lived overseas for more than 11 years, trained or deployed to 31 countries, served three combat tours, commanded a 1600-person organization in Iraq and led an Army level talent management program that produces general officers. During that time, he graduated from the US Army Ranger, Airborne and Air Assault qualification courses and earned a Master of Science degree in the Science of Instruction from Drexel University in Philadelphia.
Lane grew up in Atlanta and currently lives in Rome, Georgia with his wife Christi and their three daughters. In their spare time, they enjoy watching kid soccer and volleyball, spending time with their rescued dogs and cats and going to the Rome Emperors baseball games. Lane is also a member of the American Legion Post 52 and VFW Post 4911.
Education
Series 65; 2017
Drexel University; MS, Science of Instruction; 2001
University of North Georgia (Formerly North Georgia College); BBA, Management; 1990
Emory at Oxford; Associates of Arts, 1988
Business Experience
Brookhaven Family Office; Managing Director, Investment Operations; 2020 - Present
Bison Advisors, LLC; Chief Operating Officer; 5/2021 – Present
Armis Strategies, LLC; Co-Founder; 5/2021 – Present
Armis Advisers, LLC; 12/2018 – 5/2021; Chief Operating Officer
The Forge Companies (Forge Consulting, Advocacy Wealth, Advocacy Trust); Director Advisory Services, Investment Advisor Representative & Advisory Services Analyst; 2016 – 2018
US Army; Military Intelligence Officer; 1991 – 2017
Army Human Resources Command; Division Chief; US Army; 2014 – 2016
Disciplinary Information
Lane Turner has no reportable disciplinary history.
Other Business Activities
Investment-Related Activities: Lane Turner is a co-founder of Armis Strategies, a licensed insurance agency.
Non-Investment Related Activities: Lane Turner is not engaged in any other business or occupation that provides substantial compensation or involves a substantial amount of his time.
Additional Compensation
Lane Turner does not receive any economic benefit from a non-advisory client for the provision of advisory services.
Supervision
Supervisor: Jason Luhan | Chief Compliance Officer | 706-376-4882