Meet The Team
We’re Fun, Social & Business Savvy.
William (Bill) Lloyd, CFP®, ChFC, AIF®, CPFA
Advanced Tax Strategist, Exemplar Capital, LLC
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| AT EXEMPLAR | Work Smart, Have Fun – See Us At Play |
- Tax Strategist- Using the tax code for good instead of evil.
- Unique Financial Planning Strategies
- Unconventional Life Insurance Solutions
- Asset Management
- Asset Protection Methods
WHATS YOUR SUPERPOWER?
The January 1, 2018 tax law change in The Tax Cuts & Jobs Act inspired Bill to put on his math thinking cap. The result was a new way to help hardworking W2 employees escape to the land of better retirements while simultaneously supporting charity. This earned Bill a patent and secured a ‘Should’ tax opinion. Coupled with the pandemic and economy; The Charitable Payraise® was launched in 2020 to enable more retirees to practice philanthropy while improving their after-tax cash flow by 25-50% in most instances.
CREDENTIALS
- CFP®, ChFC, AIF®, CPFA, MA
- Series 6, 7, 24, 62, 63, 65
- Patent Approved 2022
LEADERSHIP
- Math Teacher
- Swim coach
- Father
- Financial Advisor
- Wealth Manager
- Tax Strategist
- Whistleblower
- Entrepreneur
- Eucharistic Visitor
- Colgate Planned Giving Committee
- Medical Society of Virginia IA Board of Directors
- DC Estate Planning Counsel
THE REAL ME
Will forward: Dad of 3, Fisherman, Tennis, Barbeque God
MORE TEAM MEMBERS
Christopher Marston, Esq.
Chief Executive Officer Exemplar Companies, Pbc.
Steven R. Monticone
Chief Operating Officer, Exemplar Companies, PBC
Joelle Paul-Cook, Ph.D.
Chief Growth Officer, Exemplar Companies, PBC
Katherine Brand
Managing Director, Exemplar Consulting, LLC
Louis Amatucci, Esq.
Managing Director, Head of Securities Practice, Exemplar Law, LLC
Jeffrey Abramczyk
Managing Director, Regulatory Compliance Practice, Exemplar Consulting, LLC
Mary Arnold
Senior Business and Lobbyist Consultant, Exemplar Consulting, LLC
Eric Geppert
Managing Director Head of Corporate/M&A, Exemplar Law, LLC
Andrew J Szabo, CFA
Managing Director – Tax Product and Life Sciences Practice, Exemplar Capital, LLC
Bob Hertz
Managing Director of Health Tech Commercialization, Exemplar Wellcare, LLC
Victor Garcia
Managing Director, Investment Banking, Exemplar Capital, LLC
Greg McDonnell
Senior Associate, Exemplar Consulting, LLC
Fred B. Wilcon, Esq.
Managing Director – Corporate Department, Exemplar Law, LLC
Jessica Lucha
Operations Manager, Exemplar Companies, PBC.
Michelle Trumble
Executive Assistant, Exemplar Companies, PBC.
Richard Feldman
FINOP, Exemplar Capital, LLC
Paul Haberman, Esq.
Special Counsel – Litigation, Exemplar Law, LLC
Chris Ashoff
Managing Director, Exemplar Consulting, LLC
Clifton Smith
B2B Strategic Partnership and CPA Exemplar Consulting, LLC
Troy Vanderburg
Digital Innovation & Capital Markets Consultant Exemplar Consulting, LLC
Brian Tucker
Marketing and Business Strategist, Exemplar Consulting, LLC
William Dodge
Fractional COO/CFO, Exemplar Consulting, LLC
David Loughran
Senior B2B Strategic Partnership Consultant Exemplar Consulting, LLC
Bill Hoop
Managing Director – Real Estate Distribution, Exemplar Capital, LLC
Susan Walker
Paralegal, Exemplar Law, LLC
Stephan Jan Meyers, Esq.
Specialty Counsel – Securities Compliance, Exemplar Law, LLC
Richard Strauss, Esq.
Vice President, Exemplar Law, LLC