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The
Lane Financial Institute™
Established 1989
Our Faculty
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Cheryl A. Lane, CPA, MBA, RIA
Cheryl is the founder of The Lane Group of companies, including The Lane Financial Institute. She is a Certified Public Accountant with a Master's degree in Taxation, as well as a Registered Investment Advisor, and Insurance agent. Cheryl owns several companies that develop and implement financial and estate planning strategies for business owners and their companies. She has authored many articles on tax and financial planning techniques and has been teaching financial seminars for over 20 years. She is the former editor of the Tax Tips column for the San Francisco examiner and President Emeritus of the Golden Gate University Tax School Alumni association.
Tim is a Registered Investment Advisor, a Chartered Life Underwriter and a Chartered Financial Consultant who has spent over 20 years designing employee benefit and executive compensation plans. Tim owns several companies that focus on strategies for integrating qualified pension, deferred compensation and stock ownership plans with the estate and long term financial goals for executives and their employees.
Rev. Paul (Tom) Tison Jr., CLU
Tom has spent 40 years in the insurance industry as a Chartered Life Underwriter specializing in employee benefit plans. He has spent many years developing insurance strategies for companies and their employees. He is a licensed minister and a pioneer in providing corporate chaplaincy services in cooperation with Employee Assistance programs.
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to Review Instructor Biographies
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