Founded September 1, 1990 in Johnston, Iowa, Kane Company Wealth Management, PC has been providing tax and financial guidance to our loyal clientele for over 30 years. Our mission is to assist in our clients’ wealth accumulation by helping them both make and save money while enhancing their quality of life without compromising our ethics and integrity. We accomplish this mission by serving as a fiduciary (with our clients first-always), offering holistic financial services including wealth management and income tax preparation, and utilizing a small team offering quality service.
Steven L. Kane, CPA/PFS, CFP®, is the founding principal, as well as the chief investment strategist and leads the investment policy committee for Kane Company, P.C. He is a 1984 graduate of Wartburg College, Waverly, Iowa, receiving Bachelor of Arts degrees in accounting and business administration. Steve has over twenty-five years of experience in public accounting and financial planning, providing a variety of consulting services to individuals and family-owned businesses.
Steve was one of the first in the State of Iowa to earn the Personal Financial Specialist designation from the AICPA and is also a CERTIFIED FINANCIAL PLANNER™ professional (1996), making him one of just a few people in Iowa holding all three designations (CPA/PFS, CFP®). He is a member of the American Institute of Certified Public Accountants and a member of its Tax and Personal Financial Planning sections, the Iowa Society of Certified Public Accountants, and the Financial Planning Association. He is also a member of the National Association of Personal Financial Advisors (NAPFA), a fee-only association of financial planners.
Sarah L. Zimmerman, CPA/PFS, is a Financial and Tax Adviser, Investment Adviser Representative and Director of Tax at Kane Company, P.C and is a member of the investment policy committee. She is a 2003 graduate of Upper Iowa University receiving a Bachelor of Science degree in accounting. Sarah has been with Kane Company, P.C. since 2001 and a Certified Public Accountant since 2007. She earned the Personal Financial Specialist designation from the AICPA in 2018. Prior to becoming a Financial and Tax Adviser and Investment Adviser Representative, Sarah was a Senior Staff Accountant at Kane Company, P.C. providing tax, bookkeeping and payroll services. She is a member of the American Institute of Certified Public Accountants , the AICPA Personal Financial Planning Section, the Financial Planning Association and the Iowa Society of Certified Public Accountants.
Jason J. Kane, CFP®, is a Wealth Manager and Director of Trading at Kane Company, P.C. and is a member of the investment policy committee. He is a 2016 graduate of The University of Kansas with a Bachelor of Science in Business in Finance (B.S.B.). Jason joined Kane Company in 2021 and is a CERTIFIED FINANCIAL PLANNER™ professional (2020). He obtained his Certificate in Financial Planning from Boston University in 2018. Prior to joining Kane Company, Jason worked as a Financial Planner and Investment Manager in Kansas for five years. Jason is a member of the Financial Planning Association and has served on the Financial Planning Association of Iowa’s board since 2021 and leads their NexGen section which aims to promote younger advisors and career changers in financial planning.
Susan K. McKee is the client services specialist at Kane Company, P.C. She is a 1992 graduate of American Institute of Business. Susan provides integral support in assisting with new client onboarding, client services, investment accounting and performance reports, as well as billing and accounts receivable for Kane Company, P.C. She has been with Kane Company, P.C. since 2007.
Elizabeth A. Buckley, CPA, is the tax and accounting manager at Kane Company, P.C. She is a 1992 graduate of Upper Iowa University receiving a Bachelor of Science degree in accounting. She manages all accounting engagements and also focuses on income tax review and preparation for individuals as well as all business entities. She performs a variety of other bookkeeping and controllership functions for clients and has been with Kane Company, P.C. since 1999. Elizabeth is a member of the American Institute of Certified Public Accountants, the Iowa Society of Certified Public Accountants and is a certified QuickBooks Pro Advisor.