Thomas A. Lane, III

Partner

CFP®, ChFC®

Tom Lane believes that building trust is the cornerstone of every client relationship. As a Partner with the Lane Hipple Team at Moneta, Tom is dedicated to understanding each client’s unique goals and concerns, ensuring that every piece of advice is truly in their best interest. He specializes in financial planning, serving high-net-worth individuals, with a particular focus on tax mitigation strategies that help clients preserve and grow their wealth.

Tom’s approach centers on comprehensive tax planning and mitigation, ensuring that every financial plan is tailored to maximize tax efficiency. For clients approaching or enjoying retirement, Tom emphasizes the importance of tax-efficient drawdown strategies, including the strategic use of Roth conversions. These techniques not only reduce long-term tax burdens but also serve as valuable estate planning tools to benefit future generations. Tom’s ultimate goal is to relieve financial worry and provide peace of mind, empowering clients to make the most of their financial opportunities—now and for years to come.

Tom joined Lane Hipple in 2008, inspired by his father’s career as a Certified Financial Planner® and the satisfaction that comes from helping others achieve financial security. Prior to joining Lane Hipple, Tom worked as a Commercial Property & Casualty Insurance Broker with The McIntyre Group, gaining valuable experience in risk management and client service.

Tom holds a degree in Business Management from Bucknell University, with minors in Economics and History. He is a Certified Financial Planner® (CFP®), Chartered Financial Consultant (ChFC®), and Certified Retirement Plan Specialist (CRPS®). He holds licenses for Life & Health and Property & Casualty insurance.

Outside of work, Tom is committed to his family and enjoys supporting charitable causes, pursuing hobbies, and making the most of life’s moments.

Education

Bucknell University – 2006