After 15 years working as an accountant, Lana Trofholz was looking for a new career that would provide her with fresh challenges and allow her to build her financial skills and expertise. Lana was able to find that in the financial advising field, where she gets to collaborate one-on-one with clients in order to build investment roadmaps capable of helping secure their financial futures long-term.
Lana began building her fiscal literacy during her time at Nebraska Wesleyan University, where she earned a Bachelor of Science Degree in Accounting. In addition, she has earned her Series 7, Series 66 registrations, and her Life and Health Insurance certification. She was drawn to work at Renaissance specifically due to the firm’s team culture and innovative business model, which she thinks is especially tailored toward helping small businesses and entrepreneurs craft unique strategies that will allow them to meet their individual needs.
A former college basketball player, Lana keeps her body active through consistent yoga practice and stays active in her community by serving as a board member for the St. Wenceslaus Home and School and the Sammy Strong Foundation, an Omaha-based non-profit that supports families with children battling pediatric brain cancer. When she’s not in the office or on the yoga mat, you can find her spending time with her husband Tyler and her children Will, Benny, and Charlotte in their West Omaha home.
Lana Trofholz is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc. Securities and investment advisory services offered through Securian Financial Services, Inc. Member FINRA/SIPC. Renaissance Financial is independently owned and operated. 12801 Pierce Street, Suite 300, Omaha, NE 68144. 5616238 DOFU 4/2023