Management Team

As President and owner of Harbour Wealth Partners, Eric has provided his clients with personal service in the financial advisory and life insurance business since graduating from Indiana University in 1993 with a BA in Economics. Eric was named a Five Star Wealth Manager in 2013-2016, 2020-2023.⁺  In Eric’s 30 year career in the financial services business he has developed expertise in areas ranging from providing portfolio modeling to comprehensive financial planning.  Eric’s clientele includes individuals, corporations, family / religious foundations, and business owners.  Eric holds FINRA Series 6,7,63, and 65 registrations with LPL.  Eric is also a licensed agent with several states for Life and Long-Term Care insurance.
 
Eric’s objective approach to asset management is facilitated by his relationship with LPL Financial*, the #1 independent broker dealer in the country. LPL Financial currently has $1.11 trillion in advisory and brokerage assets**. LPL Financial provides Eric access to a team of Chartered Financial Analysts providing research which aids him in assisting his clients with cutting edge, fundamentally sound investment vehicles for any given objective. Resources from both Harbour Wealth Partners and LPL Financial combine to provide his clients with quality objective financial guidance and quality service.

Eric and his wife Lacey were married in 1996 and have 3 beautiful children, Ross, Lila, and Drake.  Ross joined the HWP staff after graduating with a BS in Finance from Indiana University Kelley School of Business.  Lila and Drake are current students at Indiana University. 
 
⁺ Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of (2013-2016, 2020-2023) Five Star Wealth Managers.

*As reported by Financial Planning Magazine, June 1996-2020, based on total revenue.
**As of 12/31/2022

Working with a dynamic group of clients over the past decade has helped Lane curate a hands-on, customized service approach to building and preserving assets. Lane works closely with individuals, families and charitable organizations to realize financial goals through actively-managed investment models.

Lane also specializes in consulting corporations and non-profits with group retirement plan benefits. Teamed with industry leaders and innovative research tools, our team's practice helps employers to improve financial outcomes of their employees while efficiently navigating compliance responsibilities. 

Lane holds FINRA Series 7, 63 registrations with LPL. Lane is also a licensed agent for Life & Health insurance. 

During his time away from work, Lane enjoys an active lifestyle, with passions in cycling, golf, art and animal welfare. 

Antenielle and her husband Chad were born and raised in central Indiana; graduated from Purdue University and were later married in 2003. They have three beautiful daughters, Carmela, Annalise and Nina.

Antenielle’s goal is to work in a relationship that goes beyond managing money. Her strength is listening to and understanding her clients’ needs and concerns. Educating clients so they can feel more confident about the decisions they make regarding their financial health is a priority. Antenielle began her career as a financial advisor with Edward Jones and joined LPL Financial in 2011. She’s very happy to be partnered with the Harbour Wealth Partners team, which allows her to be able to focus her time on her clients and provide a high-level of service and support.

In her spare time, Antenielle frequently volunteers at school events and activities that allow her to be more involved with her daughters. She loves to travel with her family as well as spending time with friends and family at home. If she finds a little extra time she enjoys reading and running.

In his role as an OCIO Services Consultant at LPL Financial, Andrew supports Harbour Wealth Partners, Inc. as the Chief Investment Officer where he provides economic insights and deep experience in the development of Harbour Wealth Partners, Inc. investment philosophy and strategy. He works closely with the firm to structure tailored investment strategies that align with client’s financial goals and risk tolerance.

Andrew consults with Harbour Wealth Partners, Inc. Investment Committee and and designs multi-asset portfolios that align with clients’ objectives. Andrew takes pride in his pivotal role to support the firm with professional guidance on investment strategies and market insights. He and his team conduct in-depth research, monitor market trends, and assess risk factors to develop investment recommendations in all types of market conditions. 

Before joining LPL Financial’s OCIO Services group, Andrew was a senior investment analyst with the Wells Fargo Investment Institute where he was responsible for investment strategy and manager selection. In addition, Andrew began his career as an institutional investment consultant with two of the leading global investment consulting firms, Cambridge Associates and Wilshire Associates, where he advised endowments, foundations, pension plans, and other institutions on investment decisions, asset allocation, and manager and strategy selection.

Andrew is a member of the LPL Research Strategic and Tactical Asset Allocation Committee, the Investment Manager Committee, and the Alternatives (Investment) Review Committee.  Andrew earned his BA in Political Science from the University of North Carolina at Chapel Hill.

As a Senior Analyst within LPL’s OCIO Services, Sai is responsible for supporting the Chief Investment Officer. Sai’s technical knowledge positions him as a skilled specialist in the implementation of investment management processes for Harbour Wealth Partners, Inc. 

Prior to joining LPL Financial, Sai served as an ETF Product Manager at State Street Global Advisors where he was responsible for competitive research, new product idea generation and risk reporting. Prior to that role, he worked as a Manager Research Analyst covering Active and Index Equity strategies for a large investment consulting firm. Sai has more than 10 years of investment experience. 

Sai earned an MBA from Purdue University Daniels School of Business, a MSc in Investment Management from Bayes Business School and a BS in Engineering from Purdue University