Connect With CSI To Start Increasing Your Productivity

With Our Support, You Will Achieve Higher Production. 

Established to aid Financial Advisors and Insurance professionals, CSI Financial Group is here to work as a partner to build your practice and help you to accomplish your short or long-term production goals. However, if you don't have any goals, we can help you to create them! With all things considered, the main focus for CSI Financial Group is to deliver the best retirement planning strategies that are available for your practice to become easily differentiated from other financial firms, and provide you with exceptional customer services. For this reason, we invite you to contact us for a short conversation on how we can help your practice increase production and work more effectively. 

 

Ultimately, when you partner with our experienced professionals, building your business is our #1 goal.

 

24/7 Contract Access

Forward Thinking

Successful Strategies

Reachable Reps

Meet Our Team Of Financial Experts

Carter Wilcoxson is determined to help Advisors reach their potential. Serving as a consistent resource for advisors and clients alike for over a quarter century, Carter commits himself to elevating his knowledge of the industry. Carter's foundation for making sure that the people he advises are completely satisfied started when he was a National Trainer for one of the largest and fastest growing companies in the US.

EMAIL: Click Here To Email Carter 

Carter Wilcoxson

President, CSI Financial Group

A sophisticated work-horse like Donna gives you confidence that all of the life insurance administrative duties and policy information is factual, updates, and taken care of. With a substantial amount of industry experience pertaining to the life insurance specifically, the assistance that you'll receive as you work with Donna will allow you o fully focus on growing your business.

EMAIL: Click Here To Email Donna

Donna Gibson

Administrative Assistance, CSI Financial Group

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.

EMAIL: Click Here To Email Noell

 

Noell Holmberb (Mercer)

Director Of Underwriting, CSI Financial Group

Working directly with Carter Wilcoxson, Valerie is quickly establishing a vast amount of knowledge in the financial industry. Customer support and communications are the top qualities that Valerie brings to our team. Valerie holds an impeccable ability for paying attention to small details. Working with Valerie will allow you more time in your day as she is very passionate about providing superior administrative assistance.

EMAIL: Click Here To Email Valerie

Valerie Baumann

Advisor Liaison, CSI Financial Group

Andrew has been in the financial services industry for over 22 years, providing counsel in the areas of Tax-efficient Income Planning, Wealth Transfer, Estate Planning, and Business Succession, and Insurance Planning to high-net-worth clients. For the past 17 years, Andrew’s worked with financial advisors presenting to their clients, clients’ attorneys, and their accountants complex and comprehensive solutions through succinct yet actionable guidance.  

Financial Advisors who work with Andrew share that Andrew’s consultative approach helps clients explore areas of opportunity in their financial plan while empowering them to make needed changes.   Advisors have found that this transforms the conversation into a comprehensive client solution. Andrew graduated from Harvard in 1993 with a bachelor’s degree in Government with a focus on Economics. Andrew and his wife Sarah have two sons, Jacob (19) and Jack (12) and enjoy playing golf and tennis.

EMAIL: Click Here To Email Andrew

Andrew Victor

Insurance Specialist, CSI Financial Group