Carter Wilcoxson
Founder
For close to two decades, Carter Wilcoxson has helped the top advisors in the country break their own production records year after year. Then he worked directly with consumers to gain the frontline perspective advisors face every day. This combined knowledge drove him to found CSI Financial Group to bring together advisors and consumers by providing mutually beneficial solutions. The result is CSI’s Advisor Partner Platform—a foundational approach featuring a comprehensive collection of field-tested strategies that will change your business forever.
- "The Advisors' Advisor" for almost two decades
- Architect of CSI's Advisor Partner Platform with strategies to connect advisors to new clients
- The Visionary thinker who sees the next opportunity before others do
Andrew Victor
Co-founder, Vice President | Director of Planning Strategies
Andrew Auchincloss Victor has more than 24 years of experience in financial services. He specializes in strategies for Tax-efficient Income Planning, Wealth Transfer, Estate Planning, Business Succession and Insurance Planning. Victor supports advisors by presenting to their clients (and clients’ attorneys and accountants) complex and comprehensive solutions through succinct yet actionable guidance.
- Harvard graduate
- 24 years of experience in financial services
- Consults on risk and tax mitigation strategies with a focus on lifetime income
Noell Holmberg
Director of Life Insurance
Noell's experience as a medical surgery nurse, specializing in cardiology and neurology, gives her invaluable credibility when working with underwriters. Her persuasive advocacy results in insurers green-lighting client cases they may have otherwise denied. And her experience in handling jumbo life cases, whether $65 million or $450 million, adds even greater value to advisors and their high-net-worth clients.
Shauna Wekherlien
Tax Goddess
Shauna A. Wekherlien, CPA, MTax, CTC, CTS, is a Top 1% ranked, highly sought-after Tax Strategist focusing on successful business owners, entrepreneurs, and investors paying $100k in taxes or more annually. Having founded Tax Goddess Business Services, PC in 2004 she has built a large global team of specialists who use "plain language" (not tax code) to help her clients massively reduce their tax burdens (the current average tax rate for her clients is 6.92% with $740 million+ of savings so far). She is engaging, and enthusiastic, and has been called a "pure joy" to work with - making taxes "fun."
Stacy Pearson
Universal Guardian Trust
Stacy brings an incredible background where she has legislated and advocates for individuals who have no voice. She has also spoken multiple times at the United Nations which brings a very unique perspective to our team approach. Stacy wears many hats at any given time and works directly with our Advisor Partners on training and mentoring them with amazing success to grow their business. Her personal style and professionalism stand apart from what most Advisors have experienced in this competitive industry.
Veronica Hill
Financial Planning & Tax Mitigation
In 1999 Veronica began her career in the financial sector on the securities side of the industry where she was Series 7 and Series 65 licensed. She moved to the life insurance side of the industry in 2005, working for a brokerage agency. Her journey on the life insurance side began in underwriting, assisting agents and their clients with obtaining the best possible offers by working hand in hand with the underwriters throughout the underwriting process. She then moved to the marketing side of the business, where she has been assisting agents by helping them to determine what is best suited for their clients based on both financial and medical information on hand.
Craig Murphy
Director of Annuity Marketing
Craig has more than two decades of customer service and management experience. After 20 years in the golf industry (yes, another golfer!) Craig left the PGA to help CSI with our ever-growing client portfolio. He is a servant-leader and is led with the servant first mentality. A servant-leader focuses primarily on the growth and well-being of people and the communities to which they belong. The servant-leader puts the needs of others first and helps people develop and perform to achieve their greatest potential.
Craig Isaacs, ChFC, CLU, RFC
Estate & Tax Planning Specialist
Craig Isaacs joined CSI Financial Group as an Estate and Tax Planning Specialist. He’s spent more than four decades serving a diverse clientele, from professional athletes, entertainers and affluent families to the middle Americans so many other firms leave behind. Craig is often called on by accountants, attorneys, and financial advisors to provide his expertise in advanced planning areas. These include but are not limited to estate & wealth transfer planning, income and estate tax planning, business succession and executive benefit planning.
Scott Garcia
Director of Business Development
Scott Garcia has been helping clients protect their nest eggs and plan for an abundant future for more than 30 years. Born in South St. Louis City, Scott attended Affton High School and received a full-ride baseball scholarship to Central Methodist College in Fayette, MO.
Three weeks into practice, and at age 18, he was diagnosed with a life threatening cancer and told he had only three weeks to live. Luckily, after two years of treatment, he was able to return to school. While training to requalify for his scholarship, Scott entered the financial services industry with Banker's Life and Casualty. That was in 1986.
Scott helps share the secrets to his success with other Advisor Partners who are in the field on a daily basis just like himself.
Jennifer Surmacz
Chief Counsel
In her role, Jennifer uses her experience in Estate Planning, Probate, Contracts, and other legal disciplines to review each eStatePlan™ file and collaborate with the eStatePlan™ team to ensure compliance with the client’s goals, objectives, and wishes. She works with client's to review finished documents for approving their efficacy, suitability, and accuracy.
Gary Loftsgard
CEO, Integrated Trust Systems
Gary pioneered the concept of multi-disciplinary network estate planning in the 1980s. Since founding ITS as a national processing platform, his software solutions have generated thousands of estate plans for the clients of advisors, agents, accountants, planners, and law firms in all 50 states. In collaboration with Gary and ITS, CSI now exclusively offers the one-of-a-kind eStatePlan™. This proprietary platform has conveyed thousands of charitable gifts to charities and is used as the back-office for planned giving directors to process Bequests/Charitable Allocations. Loftsgard has also held the Certified Financial Planner (CFP) designation since 1994.
Ciara Lister, Esq.
Network Attorney
As a network attorney for eStatePlan™ Ciara Lister believes in three key pillars: planning, preparation, and prevention. A full-scholarship graduate of Ave Maria School of Law in Naples, Fla., Lister began her law career as a Commercial Insurance Litigator in Boca Raton. She began seeing clients and her close friends struggle with the negative effects of probate proceedings, from dwindling inheritances to families destroyed by battles over money. This motivated her to change her focus to Estate Planning so she could help people avoid these issues before it was too late, rather than perform legal triage when the damage to families and their legacies had already been done.
