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Lane Schollenbarger

schedule a free consultation

Hi my name is Lane and I love to help people plan for their future.

credentials

contact

+1(405) 275-5110
lane@planyourbank.com

100 West 9th Street

Shawnee OK 74804

social

bio

Professional picture

As a CPA and Certified Financial Leadership Advisor, I help families and businesses do more than just comply with the required tax filings. Every family and business is different and tailoring solutions to meet each of those financial needs is what brings value to each client.

q & a

What characteristics do your favorite clients share?

My best clients are ones who don't have a herd mentality. This means they are open to being educated on new opportunities and not just following the crowd.

Why should a client hire you?

A one size fits all approach to finances just doesn't work. Every situation is different and financial services and products must be tailored to meet those needs.

education

West Texas State University

Bachelor of Accounting

1988

experience

Gibson & Reynolds, PC

CPA
Shawnee, OK

11/2014 - present

associations

Oklahoma Society of CPA's

Member since 1992

International Financial Leadership Asscociation

Member since 2011

exams

Certified Financial Leadership Advisor

2012

Honors & Awards

IFLA Advisor of the Year

2013

business info

Gibson & Reynolds, PC

Established 1992

hours of operation

Sunday closed
Monday 08:00 AM - 05:00 PM
Tuesday 08:00 AM - 05:00 PM
Wednesday 08:00 AM - 05:00 PM
Thursday 08:00 AM - 05:00 PM
Friday 08:00 AM - 05:00 PM
Saturday closed

travel

My clients travel to me
I meet with clients over the phone or internet

services

Tax Services

Individual & joint tax preparation
Partnership or corporation tax preparation
Individual & joint filing audit defense
Partnership or corporation audit defense

Accounting Services

Preparation of financial statements
Bookkeeping services
Payroll processing services

Financial Services

Tax & estate planning
Retirement planning
Annuities
Insurance investments

fee structure

Hourly fees
Commission-based investments

Typical Client Assets

Up to $100K
$100K to 500K
$500K or over


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