Brian Payne

About Brian Payne

I’m a builder at heart — of companies, cultures, and causes that matter.With a background in corporate finance, venture growth, and executive leadership, I align strategy, operations, and purpose to help organizations scale with integrity. My work spans financial stewardship, team development, strategic investment, and systems design — all rooted in a belief that businesses thrive when people do.Today, I serve as President & CFO of Engineered Tax Services (ETS), a national leader in specialty tax services. I oversee financial strategy, operational alignment, and enterprise growth — working to deliver tax-intelligent solutions that preserve wealth and empower clients to reinvest in their missions.Earlier in my career, I served in Bank of America’s Corporate Treasury, helped lead a marine insurance firm through acquisition as CFO, and co-founded Bluestar Venture Group to bring pioneering technologies to market.I’m also passionate about philanthropy and social impact — particularly in the areas of education, mental health, and financial literacy. For me, business is a platform to drive meaningful outcomes — for clients, teams, and communities alike.Let’s connect if you’re building something that blends purpose with performance.

Experience

1. President & CFO

   Engineered Tax Services Inc

   Feb 2024 — Present · West Palm Beach, FL, US

   Engineered Tax Services (ETS) is a national leader in specialty tax services — helping clients unlock powerful tax incentives through cost segregation, R&D tax credits, energy efficiency programs, and other advanced strategies. We serve entrepreneurs, real estate investors, high-net-worth individuals, and professional service firms with the goal of preserving wealth and fueling reinvestment.As President & CFO, I lead the company’s financial strategy and enterprise operations, working to scale services, elevate leadership, and drive sustainable growth. Focus areas include- Designing and executing financial strategy to support long-term scalability- Launching new services and revenue channels across client segments- Aligning sales, marketing, and operations to optimize client engagement- Building a high-performance culture with strong leadership rhythms- Enhancing technology, reporting, and systems to support operational excellenceAt ETS, we blend deep technical expertise with a purpose-driven mindset — empowering our clients to keep more of what they earn and reinvest it into what matters most.

Education

• Wheaton College

  BA, Business Economics and Communications

Skills

• Asset Management
• Series 63
• Customer Service
• Investments
• Fixed Income
• Securities
• Public Speaking
• Leadership
• 401k
• Financial Planning
• Retirement
• Strategic Financial Planning
• Uniform Combined State Law
• Wealth Management
• Financial Services
• Retirement Planning
• Financial Analysis
• Finance
• Asset Allocation
• Mutual Funds
• Portfolio Management
• Management
• Microsoft Office
• Series 7