About
Lanie
Lanie joins Focus Partners after spending nearly three years with Focus Financial Partners on the Corporate Development team, where she focused on sourcing external M&A opportunities for Focus Partner firms. In her current role, Lanie works closely with senior advisors to support high net worth individuals and families through client relationship management, comprehensive financial planning, and portfolio analysis. She is passionate about creating personalized strategies that help clients achieve their long-term goals.
A Menlo Park native, Lanie grew up just down the street from the office and now resides in San Francisco. Formerly a Division I tennis player at the University of Michigan, she continues to enjoy playing tennis, pickleball, water skiing in the summer, and traveling to new destinations around the world.
Education and Professional Milestones
-University of Michigan - bachelor’s degree
Lanie joins Focus Partners after spending nearly three years with Focus Financial Partners on the Corporate Development team, where she focused on sourcing external M&A opportunities for Focus Partner firms. In her current role, Lanie works closely with senior advisors to support high net worth individuals and families through client relationship management, comprehensive financial planning, and portfolio analysis. She is passionate about creating personalized strategies that help clients achieve their long-term goals.
A Menlo Park native, Lanie grew up just down the street from the office and now resides in San Francisco. Formerly a Division I tennis player at the University of Michigan, she continues to enjoy playing tennis, pickleball, water skiing in the summer, and traveling to new destinations around the world.
Education and Professional Milestones
-University of Michigan - bachelor’s degree