Retired Army intelligence colonel with a foundation in leadership, analysis, attention to detail and compassion, now helping financial advisors find a new home on a growing and dynamic wealth platform. My team’s daily goal is to make our platform more efficient, build and deploy tools for advisors, and keep advisors focused on stated goals while exceeding the fiduciary standard for our clients.I graduated from the University of North Georgia in 1990 with a Bachelor of Business Administration. In the Army, I served in a variety of command and strategic planning positions. I lived overseas for more than 11 years, trained, visited 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, I graduated from the US Army Ranger School, Airborne and Air Assault qualification courses and earned a master’s degree from Drexel University in Philadelphia. I pride myself on success in demanding positions and I am passionate about leading and serving. I grew up in Atlanta, lived around the world for 26 years, and now live in Rome, Georgia with my wife Christi and our three amazing daughters. In our relatively rare spare time, we enjoy the outdoors, going to musicals, serving as parent "ubers" for all of our kids sports and activities, spending time with our rescued dogs and cat and going to the Rome Braves games. I am also a member of the American Legion Post 52 and serve as a board member at our church and as chair of the Americanism Committee in the Exchange Club of Rome.
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Director Of OperationsBison Wealth, LlcAtlanta, Ga, Us -
Chief Operating OfficerBison Advisors Apr 2021 - PresentGuides, mentors, and enables advisors to an optimal experience on a dynamic wealth platform. Arms advisors with tools to retain clients and expand planning while generating efficiency and referrals. My professional transition, back office and support teams drive positive outcomes for advisors and their clients by delivering premier fiduciary level service and planning. Bison Advisors is a Registered Investment Adviser. Bison advisory representatives may also be insurance agents with licensed insurance agencies and receive compensation for products sold. We analyze but do not provide legal or tax advice. Securities and Insurance Products may lose value and are not insured by the FDIC.
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Chief Operating OfficerArmis Advisers Apr 2021 - PresentArmis Advisers is the Private Client and Multi-Family Office division of Bison Advisors, a Registered Investment Adviser. Armis Advisers is affiliated with Armis Strategies, a licensed insurance agency. Securities and Insurance products may lose value and are not insured by the FDIC. Armis analyzes but does not provide legal or tax advice.
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Co-Founder | Chief Operating OfficerArmis Advisers Dec 2019 - Mar 2021Hartwell, Georgia
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Co-Founder | PlannerArmis Advisers Nov 2018 - Mar 2021I am excited to launch Armis Advisers with a highly skilled team of professionals seeking to provide life planning informed by over 70 years of combined military strategy and planning experience. Integrity and duty to our clients are foundational to our approach. Armis provides innovative analytical planning to business owners and individuals planning for retirement that are tired of unpredictable “pie chart” plans designed for gross returns but lacking tax, estate and entity structure integration. More importantly, Armis Advisers is comprised of professional planners that believe saying you are a Fiduciary requires being a Fiduciary. Ignorance is no excuse for failure to meet this high standard. Knowledge, challenging the “norm” and intellectual curiosity is key.
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Director, Advisory ServicesAdvocacy Wealth Management, Llc Aug 2018 - Dec 2018Provided direct leadership and supervision to a team of 10 advisors and additional support staff focused on the company’s mission of maximizing client opportunities to achieve their financial goals through seamless onboarding, unparalleled customer focus and fiduciary-level financial planning and management characterized by integrity, transparency and compassion. Ensured the advisory team earned and maintained a client’s trust by understanding their situation, completing and managing their settlement plan and providing continuous fiduciary-level of financial planning and services. -
Investment Adviser RepresentativeAdvocacy Wealth Management, Llc. Apr 2017 - Aug 2018Served in a fiduciary capacity as an Investment Advisor Representative at Advocacy Wealth Management, a Forge Company, with the goal of providing top quality service and support to our amazing clients. Possesses the following certifications/registrations:-Life, Accident, and Sickness Insurance agent for the State of Georgia.-Series 65 registered Investment Advisor Representative.
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Advisory Services AnalystAdvocacy Wealth Management, Llc. Dec 2016 - Apr 2017Served as an Advisory Service Analyst at Advocacy Wealth Management, LLC.
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Chief, Human Resources DivisionUs Army Jun 2014 - Oct 2016Fort Knox, KyLed a highly specialized team that runs the Army’s talent management program which produces future general officers. Conducted precision management of over 3,800 key command and leadership positions and recommended programmatic changes that affects Army command policies. Conducted analysis, statistical reviews and prepared reports to answer Army senior leader and Congressional inquiries. Analyzed mass data to produce detailed briefs on the selection, trend analysis, and placement of these leaders into key positions. Personally briefed these detailed products to the Army’s most senior executives for approval. -
Chief, Human Resources AssignmentsUs Army Feb 2012 - Jun 2014Fort Knox, KyLed a 20 person team that conducted talent management of over 6,000 Army Intelligence officers and designated them for their next assignment ensuring the right leader went to the right organization at the right time. Met personnel management, career assessments and professional development requirements for the entire MI officer corps. Achieved a 100% success rate in meeting the needs of all Army units requiring intelligence personnel. -
Director (Battalion Commander)Us Army Feb 2009 - Feb 2012Wiesbaden Area, GermanyLed a 1600 person organization with 12 subordinate elements dispersed between 19 base camps in three countries during combat operations. Prepared this unit for combat in less than 6 months despite a 60% turnover of personnel. While in combat, ensured the health and welfare of employees and their family members at home station in Germany with 100% success. Responsible for the training, operations, logistics, communications, maintenance and deployment readiness. Maintained, accounted for and turned in over $170M worth of equipment without loss. -
Chief, Iraq Analysis BranchUs Army Apr 2008 - Feb 2009Tampa/St. Petersburg, Florida AreaLed and trained 56 military and civilian analysts in the U.S. Central Command’s highest priority branch during an extremely critical period of the war in Iraq. Responsible for providing daily predictive intelligence analysis and indications and warnings on salient threats to the Republic of Iraq, US and coalition forces. Routinely prepared and briefed analytical reports and products, including Congressional testimony support, to the command’s 4 star leadership. -
Counter-Terrorism Operations OfficerUs Army Apr 2007 - Apr 2008Tampa/St. Petersburg, Florida AreaSenior Operations Officer for 191 personnel who provided intelligence analysis used to combat terrorism, insurgent and extremist forces for 27 countries in the U.S. Central Command area of responsibility. Provided intelligence and targeting support, indications and warnings, and force protection support for U.S. and coalition forces in Iraq. Routinely worked with the National Intelligence Community and Governmental Interagency Intelligence Partners. Served as the 4 star command’s lead for the Department of States’ Rewards for Justice Program. -
Senior Intelligence Watch OfficerUs Army Jun 2006 - Apr 2007Tampa/St. Petersburg, Florida AreaServed as a Senior Intelligence Watch officer providing intelligence, indications and warnings, and crisis intelligence support to the Joint Operations Center and U.S. Central Command’s leadership. Routinely briefed senior leaders on developing intelligence issues and prepared the daily intelligence brief for production and dissemination through classified networks world-wide. -
Assistant Director (Battalion Executive Officer)Us Army Jun 2005 - Jun 2006Darmstadt Area, GermanySecond in command of a 300 person, Germany-based, intelligence organization responsible for signal intelligence support for the Army in Europe. Led and supervised the commander’s staff and was responsible for all aspects of administration, intelligence, training, operations, logistics, communications, maintenance and deployment readiness. Managed a budget of over $500,000.
Lane Turner Skills
Lane Turner Education Details
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Business Management -
Gpa 4.0 -
Associate Of Arts -
Bachelor Of Business Administration - Bba
Frequently Asked Questions about Lane Turner
What company does Lane Turner work for?
Lane Turner works for Bison Wealth, Llc
What is Lane Turner's role at the current company?
Lane Turner's current role is Director of Operations.
What schools did Lane Turner attend?
Lane Turner attended University Of North Georgia, Drexel University, Oxford College Of Emory University, University Of North Georgia.
What skills is Lane Turner known for?
Lane Turner has skills like Army, Command, Leadership, Intelligence, National Security, Security Clearance, Operational Planning, Military Operations, Combat, Force Protection, Defense, Team Building.
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