About Us and Our Team

Founded September 1, 1990 in Johnston, Iowa, Kane Company Wealth Management, Inc. 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.

Our Team

Steven L. Kane, CPA/PFS, CFP®, is our founding principal, as well as the chief investment strategist and leads the investment policy committee for Kane Company, Inc. 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.

Jason J. Kane, CFP®, is our Vice President, Wealth Manager, and Director of Financial Planning and Trading. Jason is also 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 the 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.

Sarah L. Zimmerman, CPA/PFS, is our Financial and Tax Adviser, Investment Adviser Representative, and Director of Tax. Sarah is also 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 us 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, 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.

Susan K. McKee is our Client Services Specialist and joined us in 2007. She is a 1992 graduate of American Institute of Business. Susan provides integral support in assisting with new client onboarding, client services which includes the opening and ongoing maintenance of client accounts, investment accounting and performance reports, as well as billing and accounts receivable.

Evan M. Lystiuk is our Paraplanner and is a recent 2024 University of Iowa graduate. Evan supports our wealth managers, operations staff, and our clients with various items. He assists with the opening and ongoing maintenance of client accounts. Evan also provides guidance in helping clients understand and answer risk tolerance questionnaires and assists our wealth managers with the preparation and delivery of asset allocation plans. Additionally, Evan assists our wealth managers in developing and presenting financial plans to our clients. Evan attends church regularly at nearby St. Pius in Urbandale and enjoys spending time with his family located near the Quad Cities.

Education: B.B.A., Finance, University of Iowa

Certifications/Licenses: Series 66 (Investment Adviser Representative)