Ben Lane

Tax Advisor

Ben's Bio

Ben joined Montgomery Taylor Wealth Management as a Tax Advisor. After years with a tax firm in Marin County, Ben returned home to Sonoma County where he worked as the controller for a locally owned grocery store until finding his home in our firm.

Starting as a philosophy major at the Santa Rosa Junior College, Ben quickly fell in love with accounting when he happened to take an accounting course to fill unit requirements. Pursuing his new love, Ben later graduated from Sonoma State University with a Bachelor’s Degree in Business Administration focused on accounting.

He enjoys playing the piano for his fiancé in his free time. His love for music began while listening to his grandmother and aunt playing together for the Santa Rosa Symphony when he was young.  He also enjoys surfing, running, snowboarding, and traveling all over the West Coast and Hawaii.  His fiancé is from Pittsburgh so they spend many Sundays rooting on the Steelers and enjoying the relaxing Sonoma County lifestyle.

Talk with Ben