Lana serves as a Client Service Representative at Jacobs Financial, where she is dedicated to creating a positive experience for every client she works with. She enjoys building relationships, staying one step ahead, and making sure clients feel welcomed, supported, and cared for throughout every interaction. She is excited to bring her experience to a team that shares her commitment to exceptional service and putting people first.
With more than a decade of experience in the financial services industry, Lana has built a well rounded background in client service, operations, compliance, and paraplanning. Throughout her career, she has worked closely with advisors to help keep their practices running smoothly while ensuring clients receive thoughtful, attentive support. She takes pride in being proactive, organized, and someone others can count on, and she looks forward to getting to know Aaron's clients while helping his practice continue to grow.
Originally from Glyndon, Minnesota, Lana earned a Bachelor of Science in Hotel, Restaurant and Hospitality Management and an Associate of Arts in Marketing from the University of Minnesota Crookston. Her hospitality background laid the foundation for her client first approach and passion for delivering exceptional service.
Outside of the office, Lana enjoys running, spending time at the lake, traveling with her husband, Bill, and playing with their two dogs, Gary and Eddie. After recently relocating to St. Cloud, she is excited to be closer to family and is looking forward to becoming part of the community while beginning this new chapter with Jacobs Financial.