MEET THE TEAM
The team behind Premier Alliance Retirement Solutions is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements.
Lane Fullmer Co-Owner
Lane got his start in the industry in 1980, building his own practice with a major national company, where he worked in management for 12 years. In 1997, driven by the desire to be an advocate for clients in the financial world, Lane left to co-found Premier Alliance Retirement Solutions.
What started as a two-man shop soon evolved to 60+ employees, brought together in four companies. Today, these resources allow Premier Alliance to help clients in a variety of areas: property and casualty insurance, employee benefits, the mortgage industry and financial planning.
Lane’s area of focus and passion lies in financial planning. He is adamant about his responsibility as a fiduciary and looks out for his clients’ best interests. Lane passed the Series 65 securities exam and holds life and health insurance licenses in Idaho, Oregon, Washington, Utah and California.
Lane and his wife, Debi, have lived in the Treasure Valley since 1971. They currently reside in Nampa, Idaho, where Lane has been an active member of his church and has served in several community positions for over 40 years.
What is most important to Lane is his family. He and Debi have six children and 20 grandchildren. This close-knit family loves spending time together, whether it’s at home, on vacation or playing in Idaho’s abundant outdoors.
David Fullmer Co-Owner
David started his financial advising career in 1999. He strives to make the process of discovery both enjoyable and rewarding. It is important to him that there is no undue pressure put on his clients’ lifestyle or loss of focus on their important financial goals. He believes information is a key factor in the process — the more you know, the more confident you can be with your retirement strategy.
David is adamant about his responsibility as a fiduciary and looks out for his clients’ best interests. David passed the Series 65 securities exam and holds both life and health insurance licenses in Idaho, Oregon, Washington, Utah, California, Texas and Montana.
David is a native Idahoan but has been fortunate to experience other countries as well as other parts of the United States. He is actively involved in many civic, business and church groups and a firm believer in giving back. He especially enjoys coaching youth sports, and with five sons, he has ample opportunity to get involved with their teams. David’s favorite pastime is spending time with his wife, Mari, and their “team”: Dallin, Tyson, Jackson, Hayden and Hudson.
Chris Ritter Director of Client Relations
Madison Ortiz Client Relationship Manager
Madison Squires Manager of New Business
Ready to take
The Next Step?
For more information about any of the products and services listed here, schedule a meeting today or register to attend a seminar.