Meet Our Team Of Financial Experts
Experienced in finding solutions to help financial advisors better serve their clients, and in advising his own clients on their financial plans, Wilcoxson used this combined knowledge to found CSI Financial Group to revolutionize the advisor/client experience. He believes that affordable, accessible estate planning is one of the most valuable contributions advisors can make to the financial futures and legacies of their valued clients.
EMAIL: Click Here To Email CarterCarter Wilcoxson
Auchincloss Victor has more than 22 years of experience in financial services. He specializes in strategies for Tax-efficient Income Planning, Wealth Transfer, Estate Planning, Business Succession, and Insurance Planning. A Harvard graduate, Andrew helps advisors provide their clients (and their attorneys and accountants) with complex and comprehensive solutions through succinct yet actionable guidance.
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Noell began her career 14 years ago working in a local annuity firm. It was soon realized her skills were better suited in their life insurance department, since then she has work in the IMO, MGA and producer arenas. Her years of service have made her able to specialize in personal insurance, comprehensive business insurance, employee benefits, high risk clients, large/jumbo cases, and premium financing. With an education and background in nursing Noell has the ability to review and understand a client's health concerns making it easier to work with underwriters to receive the best possible offers on all client.
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Noell Holmberb (Mercer)