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Julie Lane

Manager, Retirement Plan Specialists

Hello, my name is Julie Lane and I’m here to help you approach retirement planning with confidence. Whether retirement is around the corner or decades away, there’s a lot you can do to prepare ahead and I’ll be happy to walk you through everything you have to know.

Schedule a TeleWealth virtual meeting to get started!

Areas of Focus

Retirement and investment planning


Pension and Social Security benefits


Calculating retirement income gap


Understanding rollover options

Contact Information

900 S Capital of Texas Hwy, Ste 350, Austin, TX 78746

Phone: 512-600-5348 | Fax: 888-989-9247

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Julie Lane serves as Manager, Retirement Plan Specialists at TCG, a HUB International company where she acts as a hiring manager and a trainer for our Retirement Plan Specialist and Account Management team. At TCG, Julie positively influences her peers through training and support, helping to enable greater personal and professional knowledge and success for our team. Julie fosters purpose and prosperity at TCG by providing ongoing communications and elevating client relationships. 

Julie studied Business Administration and holds both the Series 6 and Series 63 certifications. Julie has been working in 403(b) tax exempt markets in various capacities and working with educators for the past 25 years. At TCG, Julie strives to educate and guide district employees to implement a plan to help them become financially independent. Julie is an excellent source for clients in helping them understand the importance of our retirement planning and financial planning services. 

Julie currently lives in Texas and is passionate about cooking, thrifting and yard sales, and renewing/repurposing furniture. She also values time with friends and family and has three grown sons with families of their own. 

Julie’s favorite financial quote reads “control your money instead of it controlling you” by Dave Ramsey. 

financial advisor

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