Thomas J. Lane (TJ) is an Associate Financial Advisor with the Sommersberger Group at Baird Wealth Management. 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. 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 children, Jake and Cassidy. In his spare time, he enjoys playing soccer, tennis and golf.
