Duane Toney

Duane Toney offers his clients at Investment Management Consultants (IMC) over 25 years’ combined experience as a Certified Public Accountant (CPA), Personal Financial Specialist, Investment Advisor Representative and Insurance Producer. He brings a breadth of experience not often found in one advisor.

Duane provides to his clients:

• A CPA’s practical approach in making clear financial decisions,
• A defensive investment style designed to grow assets while seeking to preserve values in down markets,
• Perspectives on insurance to minimize wasted premiums,
• Strategies to reduce or avoid estate and income taxes,
• Values-based generational wealth transfer, and
• 14 ways to reduce college costs.

Duane joined IMC in 2003. He owned his own CPA practice for many years and worked earlier with Deloitte Haskins & Sells, CPAs. For 12 years, he also advised full-time well-known entrepreneur James L. Sorenson, his companies and his family. He has started up businesses, won early-stage funding, turned around, and sold businesses.

Duane graduated Magna Cum Laude with a Bachelors degree in Accounting and also earned his Masters of Accounting (emphasis taxation) with honors from Brigham Young University, both in 1983. He is married and blessed with five children and a regularly-increasing number of grandchildren.

Duane often collaborates with his fellow IMC advisors to benefit clients. He is an Investment Advisor Representative with Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor, and offers securities through Cambridge Investment Research, Inc., Member FINRA/SIPC.

Duane Toney and Lloyd Alexander together form a unique team and offer their clients over fifty years of combined experience in numerous avenues of the financial industry. During the past quarter of a century, Duane and Lloyd have obtained collective experience with investments, insurance, tax strategies, estate planning, generational wealth transfer and business consulting.