(SPOKANE VALLEY, Wash.) – Feb. 13, 2025  – L2 Wealth Management, a private client group of Northwestern Mutual, today announced the promotion of Josh Lane to wealth management advisor in the Spokane Valley, Washington, office, marking a new chapter of growth and expertise for the firm. In his new role, Lane will be responsible for delivering comprehensive financial planning services, including investment strategies, retirement and estate planning, as well as risk management solutions, all carefully tailored to align with the distinct needs and goals of each client.

“We are pleased to promote Josh to wealth management advisor, recognizing his unwavering dedication, deep financial expertise and steadfast commitment to our clients,” said Mario Martinez, partner and wealth management advisor, L2 Wealth Management. “Josh’s extensive industry knowledge, combined with his ability to build personalized financial strategies, makes him an invaluable asset to our team and ensures our clients are well-equipped to achieve their long-term financial goals.”

Lane joined L2 Wealth Management in 2022 as a planning assistant where he worked closely with the firm’s partners—Mark and Doug Lupton and Martinez—gaining invaluable, firsthand experience. During his time with L2, Lane passed the Washington State Life & Health Insurance Exam, Security Industries Exam (SIE), Series 7 General Securities Exam and the Series 63 State Securities Exam. Along with the exams he completed a series of investment, tax planning, insurance and estate planning courses to obtain Wealth Management Advisor credential at Northwestern Mutual.

Lane holds a Bachelor of Arts in Professional Accounting from Eastern Washington University and was an active member of the Phi Delta Theta Fraternity.

Lane specializes in retirement distribution, small business planning, tax mitigation and life insurance, offering tailored strategies to help clients maximize their financial outcomes. He is now accepting new clients. Visit https://l2wealthmgmt.nm.com/team.htm to learn more or schedule a consultation.

About Northwestern Mutual 

Northwestern Mutual has been helping people and businesses achieve financial security for more than 165 years. Through a comprehensive planning approach, Northwestern Mutual combines the expertise of its financial professionals with a personalized digital experience and industry-leading products to help its clients plan for what's most important. With over $627 billion of total assets^[i] being managed across the company’s institutional portfolio as well as retail investment client portfolios, more than $36 billion in revenues, and $2.3 trillion worth of life insurance protection in force, Northwestern Mutual delivers financial security to more than five million people with life, disability income and long-term care insurance, annuities, and brokerage and advisory services. Northwestern Mutual ranked 111 on the 2023 FORTUNE 500 and was recognized by FORTUNE® as one of the "World's Most Admired" life insurance companies in 2024.

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM), Milwaukee, WI (life and disability insurance, annuities, and life insurance with long-term care benefits) and its subsidiaries. Subsidiaries include Northwestern Mutual Investment Services, LLC (NMIS) (investment brokerage services), broker-dealer, registered investment adviser, member FINRA and SIPC; the Northwestern Mutual Wealth Management Company® (NMWMC) (investment advisory and services), federal savings bank; and Northwestern Long Term Care Insurance Company (NLTC) (long-term care insurance). Not all Northwestern Mutual representatives are advisors. Only those representatives with "Advisor" in their title or who otherwise disclose their status as an advisor of NMWMC are credentialed as NMWMC representatives to provide investment advisory services.

Joshua M Lane, Douglas Hewson Lupton, Mark W Lupton, and Mario Humberto Martinez Jr use L2 Wealth Management as a marketing name for doing business as representatives of Northwestern Mutual. Northwestern Mutual Private Client Group is a select group of Northwestern Mutual advisors and representatives. Northwestern Mutual Private Client Group and L2 Wealth Management are not a registered investment adviser, broker-dealer, insurance agency or federal savings bank. Investment advisory services provided as Advisors of NMWMC. Investment brokerage services provided as Registered Representatives of NMIS. Insurance Agents of NM and NLTC. Douglas Hewson Lupton CA License: 0L83700; Mark W Lupton CA License: 0E45888; Mario Humberto Martinez Jr CA License: 4050614.

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