Jacob Haimson serves as a Client Service Manager for the Lane Hipple Team at Moneta, where he is dedicated to helping clients achieve their financial goals through attentive service and thoughtful planning. Jacob joined Moneta in 2025, drawn by the firm’s…
As Director of Integrations of the Lane Hipple Team, Michael Stringer ensures that every aspect of the firm’s operations supports a seamless and client-focused experience. With a background in organization, technology, business analysis, and accounting,…
Emily Mulligan plays a vital role in supporting Partner Advisors and enhancing their client experience. Her work as Client Service Manager for the Lane Hipple Team includes preparing personal financial statements, assisting with retirement planning…
Melissa Rush plays a pivotal role in delivering a seamless and supportive experience for Moneta clients. She directs client services for the Lane Hipple Team, guiding clients through every stage of the onboarding process, ensuring…
Greg Reading is dedicated to guiding Moneta clients through the complexities of financial planning with clarity and compassion. Drawing on his background in education and foreign language studies, Greg excels at connecting with clients and…
With decades of experience in financial planning, Thomas A. Lane, Jr. is dedicated to helping Moneta clients achieve their financial goals through a collaborative, client-first approach. As Partner Emeritus of the Lane Hipple Team, Thomas…
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…
Andrew C. Hipple is deeply invested in the financial well-being of every client he serves as Managing Partner of The Lane Hipple Team. Andrew’s approach goes far beyond investment management—he actively partners with clients to…