Lana G. Finn
Senior Client Officer
Lana Finn is a Senior Client Officer at RWA. Lana has over 10 years of experience in wealth management, where her career has focused on serving the needs of successful individuals, families, endowments, and foundations. Lana works with clients to help manage the planning and administrative aspects of their wealth and is dedicated to the highest level of client service. Lana partners with RWA investment and financial planning professionals, trustees, and clients’ external advisors to ensure that a comprehensive and customized wealth plan is established and implemented.
Before joining RWA, Lana spent 10 years with Grimes & Company, Inc. Prior to Grimes, Lana worked at Northwestern Mutual, specializing in life, disability, and long-term care insurance.
Lana earned a BS degree from the Isenberg School of Management at the University of Massachusetts, Amherst. She majored in Finance & Operations Management with a minor in Economics.
Lana resides in Bellingham with her husband and two children. Always outdoors, Lana loves to spend her time hiking, snowboarding, and gardening.