Team
A team approach adds perspective to all I do and provides increased benefits to my clients.
Meet the Team
Lane Steel
Owner/ Financial Advisor
Lane Steel was born in Rexburg, Idaho and grew up just outside of Idaho Falls, Idaho, on the family farm. Lane has spent most of his life in Idaho. Lane started his professional career with a national brokerage firm as a financial adviser in 2004. He and his family moved from Pocatello, Idaho to Rexburg, Idaho for this great opportunity. Lane's family helped settle Plano, ID an area west of Rexburg. Lane was excited to start his career where his father had been raised. Lane has been very successful as a financial adviser. He earned many awards and was asked to assist in the training of other advisers. Lane furthered his knowledge and experience as he joined three other firms.
Lane always desired to have his own business and took the opportunity to work for himself creating Steel Financial Strategies with the independent firm of Independent Financial Group. Lane has always enjoyed helping people in their retirement planning and helping people reach their serious long-term financial goals. He has made it his passion to help people create the best income strategies possible in the retirement years. He is excited to offer this in a setting that is free of corporate bias.
Lane and his wife Robyn, have seven children. They enjoy the outdoors and spending time together. A favorite activity for Lane and his boys is to play “cowboy.” They join any cattle roundup they can find. The entire family spends time together riding horses, camping, fishing, and motor biking. Lane and his family also run and operate several small businesses including Augusta Lawn Care of Rexburg, SteelCo, Yellowstone Rental Properties, and Steel JT Farms. Lane and his family have increased their Yellowstone Rental Properties to include some holdings in Alabama. Because of this expansion the family has gained a new love for the Gulf Coast and spending time on the beach. Although Lane loves to work and play with him family in these endeavors, he most enjoys working with his clients to solve for their financial needs.
Jenny Kerr
Office Assistant
Jenny brings over 17 years of experience in public service and client support to her role as Office Assistant at Steel Financial Strategies. Before joining the firm in 2021, she spent 10 years with the Road and Bridge Department and three years as a County Planner, where she developed a strong foundation in organization, communication, and community service.
At Steel Financial Strategies, Jenny enjoys serving others and working closely with both clients and team members to ensure everything runs smoothly. Her friendly approach and attention to detail help create a welcoming and professional experience for everyone she works with.
Outside the office, Jenny enjoys camping, spending time with her family and friends, and enjoying the outdoors.