Lani is a seasoned entrepreneur and business strategist who has transitioned into the role of financial advisor with Rainier Financial Group/New York Life. With over two decades of experience as a business owner and executive, Lani brings a wealth of real-world knowledge to her clients, particularly small and medium-sized businesses and professionals seeking financial success.

She'll share the financial advice she'd give her younger self, along with important things to consider for the future—especially with upcoming legislative changes that could impact taxes, business owners and estate planning. She'll cover both well-known and lesser-known strategies to help you prepare for what's ahead.

Her diverse background includes founding and leading multiple companies. Lani's expertise spans strategic account management, business development, marketing, and operations, giving her a unique perspective on the financial challenges and opportunities faced by business owners and professionals.

As a financial planner, Lani specializes in working with SMBs and professionals, leveraging her firsthand experience to provide tailored financial strategies that align with her clients' organizational visions and personal goals. Her approach combines data-driven insights with a deep understanding of business operations, allowing her to offer comprehensive financial planning that goes beyond traditional investment advice.

Lani holds a Bachelor of Science in Engineering Technology with a focus on Telecommunications from Texas A&M University. Her technical background, coupled with her entrepreneurial spirit, allows her to bring innovative solutions to her clients' financial planning needs.

When not assisting clients, Lani enjoys boating, rowing, and watching college sports. She is passionate about empowering others’ personal and professional successes, and continues to stay active in the Austin business community, where she has built strong relationships over the years.