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

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 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

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.  

EMAIL: Click Here To Email Andrew

Andrew Victor

Insurance Specialist, CSI Financial Group