Thomas J. Lane, CFP®
Senior Vice President | Associate Financial Advisor | Financial Planner
Thomas J. Lane (TJ) joined the team in 2019 as an Associate Financial Advisor. He is a Vice President at Baird and is a CERTIFIED FINANCIAL PLANNER® professional with over 10 years of experience developing tax-efficient retirement income plans, optimizing investment allocations, and designing long-term asset protection strategies. He monitors the legislative and tax law changes that affect our client base and has extensive knowledge on employer benefits, including equity compensation.
Prior to joining the group, Thomas was employed at UBS Financial Services in Boston, MA. He holds his FINRA Series 7 along with Wisconsin life and health insurance licenses.
Thomas graduated Magna Cum Laude from Ithaca College with a B.S. in Business Administration and Finance concentration. He currently resides in Germantown, WI with his wife, Kristina, and four children, Jake, Cassidy, Cameron, and Ryan. In his spare time, he enjoys playing soccer, hockey and golf.