With over a decade in the financial planning and investment industry, Lane has gained extensive expertise in advising high-net-worth clients – particularly small business owners and Fortune 500 employees – on their retirement and financial planning strategies.
Prior to joining Farther in 2023, Lane was Vice President at Goldman Sachs Personal Financial Management – where he was responsible for delivering financial plans and customized investment strategies to his clients. Lane was previously Senior Financial Consultant and Branch Manager at TD Ameritrade.
Lane enjoys spending time with his wife and their son, traveling, and playing golf. He also volunteers for a number of community organizations, including Habitat for Humanity, Special Olympics Texas, Junior Achievement, GRACE, and The Hills Church in North Richland Hills, TX.
Start by scheduling a discovery call. Think of it as a mutual interview, not a sales pitch. We’ll explore your goals, assets, and financial vision. If we’re the right fit, our Concierge Team seamlessly handles setup and transfers, ensuring a smooth, tax-efficient transition from day one.
Farther advisors act in your best interest and are fiduciaries. We’ve eliminated commissions to remove conflicts and use a simple, transparent fee structure. Our growth depends directly on your success — we thrive only when your wealth does.
Our technology amplifies — not replaces — human expertise. The platform manages daily precision tasks, freeing your advisor to focus on strategy and nuance. This blend of advanced automation and human insight ensures your wealth benefits from both innovation and personal guidance.
Farther’s platform uses advanced encryption, continuous monitoring, and a proprietary vault architecture engineered for maximum data integrity. Backed by leading global tech investors like Alphabet’s CapitalG, our systems are designed and vetted to keep your wealth safe.
Farther acts as your wealth’s central hub. Our unified platform brings all your accounts together, while your dedicated advisor orchestrates your investment, tax, and estate strategies. The result is a seamless, proactive, and fully coordinated approach to managing every part of your financial life.
