Lloyd Alexander

Lloyd Alexander, Duane Toney, and Kristy Hunt 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.

They provide their clients:

• Practical approaches to make clear financial decisions,
• A defensive investment style designed to grow assets while seeking to preserve values in down markets,
• Insurance solutions from a CPA’s perspective,
• Strategies to reduce or avoid most types of taxes,
• Values-based generational wealth transfer,
• Charitable planning and giving designed to eliminate or reduce estate taxes, and
• 14 ways to reduce college costs.

Lloyd joined IMC in January 2011 after several years with New York Life. Prior to that, Lloyd consulted to businesses for nearly twenty years where he helped companies integrate acquired businesses and restore profitability to troubled operations. Lloyd received a B.S. in Mechanical Engineering from Rensselaer Polytechnic Institute and holds an MBA from Harvard Business School.

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. He holds B.S. and M.S. degrees in accounting from BYU.

Lloyd and Duane often collaborate with other IMC advisors to benefit clients.