Relationship Manager
Lana joined the Blueprint Financial Advisors team in 2025, bringing broad experience in marketing, finance, and operations.
As Relationship Manager, she is focused on serving financial advisors who are registered with the firm’s affiliated broker-dealer by:
- Providing mid- and back-office operational support
- Reviewing and approving daily bank deposits
- Approving and processing checks, wires, electronic fund transfers, and journal entries
- Responding to requests and alerts
- Communicating updates and alerts to relevant parties
- Supporting the rollout of new products, including developing and delivering training for impacted stakeholders
- Reviewing and analyzing cashiering and operational reports to identify and resolve any discrepancies or issues
- Assisting with onboarding and transitioning of new firms and representatives
Lana earned bachelor’s degrees in finance and management from Texas Tech University.
Everything Enthusiast
Lana is a firm believer in exploring every interest to its fullest, from the technical to the natural.
Today she lives in Fort Worth, TX, where the Trinity River and expansive city parks create a good balance of outdoor beauty and urban convenience. She values time outdoors, being able to bike or walk to many of her favorite spots, and having many options for getting outside with her pitbull Luna.
On weekends and holidays, Lana expresses her love for the outdoors through hiking, camping, road tripping, and paddleboarding. Some of her most memorable vacations include paddling Glen Canyon, which leads into the Grand Canyon, and hiking to the peak of Bear Mountain in Colorado during a weeklong camping road trip.
Music also plays a central role in Lana’s life. She has built a fully equipped home studio and spends much of her free time creating music, often collaborating with her fiancé Jacob. Whether it’s attending major festivals like Lollapalooza, discovering emerging artists, or catching intimate local shows, she’s constantly immersed in the music scene.
Lana is also big video gamer – playing anything from “Rainbow Six Siege” to “Fortnite” and “Animal Crossing” to “Overcooked” – and enjoys all things artsy, such as recently taking up water coloring.
