Brian J Kane, CPA

Co-FOUNDER

Brian Kane, CPA is a renowned consultant and tax advisor with over thirty years of experience as well as a sought-after mediator in many negotiations relating to business, buy-ins and buy-outs, and mergers and acquisitions, and additionally has advanced education in both the tax and healthcare fields.  He is also an expert on assisting clients with setting up their companies efficiently and effectively in order to maximize profitability, and take advantage of various tax opportunities.

Brian earned his B.S. in Accountancy from George Mason University. He is an active member of the Virginia Society for Certified Public Accountants (VSCPA) and American Institute of Certified Public Accountants (AICPA), and a licensed Certified Public Accountant in the Commonwealth of Virginia. 

William R. Lloyd, CFP®, ChFC, AIF®, CPFA

Bill spent 22 years with Mass Mutual where he specialized in Advanced Planning. In 2006 he was named one of Medical Economics 150 Best Financial Advisors in the nation for physicians based on outstanding knowledge, experience working in the medical community, reputation, and professional good standing.

Bill holds BA in Mathematics & Classics from Colgate University as well as MA from The University of Virginia. He carries a wide range of professional certifications including those of Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC), Accredited Investment Fiduciary (AIF®) and Certified Plan Fiduciary Advisor (CPFA®), as well as six FINRA securities licenses.