Thomas J. Lane (TJ) joined the group in 2019 as an Associate Financial Advisor. As a CERTIFIED FINANCIAL PLANNER™ practitioner, he has extensive experience developing tax-efficient retirement income plans, optimizing investment allocations to align with risk tolerance, and designing long-term asset protection strategies. He monitors legislative and tax law changes that may affect our client base.
Prior to joining the group, Thomas was employed as a Wealth Strategy Associate for UBS Financial Services in Boston, MA. He currently holds his FINRA Series 7 securities license as well as his WI 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 with his wife, Kristina, and son, Jake. In his spare time, he enjoys playing soccer, tennis and golf.