Jon and Rebecca provide an engaging learning experience designed to help grow your business through advisor training and client seminars. They also offer ongoing support and mentorship, backed by real life experience. As a valued CSI partner, Jon and Rebecca are dedicated to helping you grow your business through their commitment and personalized process.
CSI partners with Tactical Tax to provide your clients with a strong defensive retirement tax strategy. Their expert team works to protect income, offer peace of mind, and support the achievement of long-term wealth goals. Their personalized approach—focused on safeguarding, extending, and growing your clients’ wealth—is what truly sets them apart.
Shauna A. Wekherlien, CPA, MTax, CTC, CTS, partners with CSI to deliver Strategic Tax Coaching for your clients. She works exclusively with accredited investors, helping them reduce their tax liability to the legal minimum so they can retain more of their hard-earned money. By meeting the basic criteria for Tax Goddess services, clients can take advantage of her proven strategies to minimize taxes effectively.
Gallagher Insurance delivers comprehensive global business and personal insurance solutions. Dave Binsfeld, CIC, ARM, CAP, helps businesses, nonprofits, and professionals manage risk through customized coverage options—including property, liability, cybersecurity, auto, and workers’ compensation—as well as strategic, non-insurance solutions when appropriate.
Judi La-Rocco-Franko supports individuals and families in protecting their homes, vehicles, and other valuable assets from loss, while safeguarding their financial well-being from potential lawsuits.
Transforming How IMOs
Work with Advisors
Let's talk
We’ll discuss how to work with CSI and grow your business
Let's Make a plan
Your goals are important to us; we will help you with resources to meet those goals.
Let's Watch your business Grow
When you're successful we’re successful.