Broker Check

Meet The Team

Dedicated to Your Success

Dedicated to Your Success

CSI Financial Group has built a dedicated team of financial experts, tax mitigation specialists, estate planning professionals, and the back office support you need. We're committed to providing our advisors with trustworthy financial guidance, exceptional service, and practical solutions to help their clients preserve their wealth and legacy.

Andrew Victor<br/><sup>President</sup>

Andrew Victor
President

Andrew Auchincloss Victor has over 30 years of experience in financial services. He specializes in strategies for Tax-efficient Income Planning, Wealth Transfer, Estate Planning, Business Succession, and Insurance Planning. Andrew supports advisors by presenting to their clients (and clients’ attorneys and accountants) complex and comprehensive solutions through succinct yet actionable guidance.

  • Harvard graduate
  • Over 30 years of experience in financial services
  • Risk and tax mitigation specialist with a focus on lifetime income


CA License #0K70768

Noell Holmberg

Noell Holmberg

Director of Life Insurance

Noell brings a wealth of expertise to the table, drawing from her extensive medical background as a nurse with a specialization in cardiology, neurology and orthopedics. This unique experience provides her with invaluable credibility...

Read more
Megan Clark

Megan Clark

Executive Assistant of Operations

With over 15 years of customer service, management, mortgage and banking experience, Megan left the world of banking to support CSI. She specializes in helping individuals in the financial world with a focus on communication, trust,...
Read more
Dylan Mumm

Dylan Mumm

Advanced Planning Specialist

Dylan specializes in tax and risk mitigation, life insurance analysis, annuity planning, and point-of-sale support—delivering strategic, client-facing solutions tailored to individual needs. His approach combines technical expertise...
Read more
Drew Renfrow

Drew Renfrow

Advisor Recruiting & Onboarding

With over 13 years of experience in the service industry, Drew has built a career centered around people. From front-line roles to leadership positions, he has developed a reputation for creating strong teams, building lasting...
Read more
Zack Bassett

Zack Bassett

Client Relations Manager

As a Client Relations Manager at CSI Financial Group, Zack brings a client-focused approach built on years of experience in the hospitality industry. With a strong background in service, communication, and problem-solving, he is...
Read more
Dena Navarro

Dena Navarro

Case Design Assistant

Dena is expanding her expertise in the financial industry through her work on case design initiatives for CSI Financial Group. In her role, she plays a key part in coordinating the initial setup process and carefully gathering,...
Read more

As you may know, Carter Wilcoxson walked away from CSI Financial Group in 2025. He's now focused on another venture. CSI is moving forward with renewed energy, focus, and purpose. Under Andrew Victor’s leadership, we've rebranded and revitalized our business, while ensuring that advisors remain at the center of everything we do. 
This marks the beginning of a new chapter, one grounded in integrity, collaboration,
and a shared commitment to growth. We're excited for what lies ahead.

Talk With Us
Ready to Get Started?

We're Beside You at Every Step

CSI Financial Group is based in Phoenix, Arizona, and works with financial advisors throughout the United States. Contact us to learn how we can help you create professional contrast and competitor-proof your practice.

Talk to the Team