Carter Wilcoxson, Founder & CEO, CSI Financial Group, A DotCom Magazine Exclusive Interview
CSI Financial Group has built a dedicated team of financial advisors, insurance agents, estate planning specialists, and more! Our partner network is comprised of more than 250 years of combined experience in financial services, insurance, estate planning, wealth management, and asset preservation. We're here to help you grow your practice as an advisor, and provide clients the support and resources they need to protect their assets and legacy.
When you join the CSI team as a financial advisor partner, you benefit from our multidisciplinary approach and the extensive experience brought by each specialist. View our financial Advisor Strategies to see how we can help you achieve your goals.
When you come to us for financial solutions, we're here to help with every step of financial planning & education. View our Client Solutions to see how we help with asset preservation, wealth management, and more.
Strategic Financial Advisor Partners
CSI Financial Group is home to a network of Strategic Partners, each with decades of experience in their own financial area of expertise. By combining the "best of the best," CSI is able to provide advisors and their clients access to the skilled counsel of specialists who have developed solutions that address every imaginable need in the wealth preservation and wealth transfer arenas.
At CSI Financial Group, our clients are Independent Financial Advisors and Insurance Agents. We take a forensic analysis approach of our Advisor Partners clients' retirement goals and objectives. Our job is to provide sales strategies, solutions and support to help every advisor create professional contrast and to elevate the client experience.
We work for YOU, the trusted advisor, and hold no allegiance to any one carrier on our platform. Product is NOT the unmet need in our industry so we created a proprietary process to solve the client acquisition initiatives that our current and Prospective Advisor Partners desire. Here at CSI Financial Group, you will get the time, attention, and service that is all too often missing in our industry. CSI Financial Group has a common goal to streamline the process as quickly and efficiently as possible. You can rest assured that when you become an Advisor Partner with CSI Financial Group, NO ONE will work harder for you before, during or after the sales process.
Are you are an Advisor looking to increase your production? Do you feel like you're falling behind the competition? Do you feel like you've reached a plateau in your practice? The Advisor Partners that have already teamed with us find out just what collaboration and support really mean. The team we have assembled has a combined 250+ Years of experience in all the disciplines that you will now have access to when you join our Advisor Partner Platform. Learn More Here: https://vimeo.com/279381476
GET YOUR FINANCIAL QUESTIONS ANSWERED
In communities across the county, we’ve launched a movement to help people from all walks of life to engage in financial literacy. While estate and financial planning laws vary from state to state, the principles remain the same. Education, planning, and ongoing support can make all the difference.
Increase Financial Literacy with Free Educational Workshops
The eState Planning Foundation and Advisor Partners co-sponsor free educational workshops in local communities throughout the country. It's time to start preserving assets and getting your financial planning squared away.
Let CSI Financial Group Help!
We encourage you to contact us with any questions about estate planning, wealth management, asset preservation, retirement planning, and more. Fill out our contact form and one of our Advisor Partners will be in touch!
The Core Team:
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
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
Business Development Manager
Jeff Kothe started his Insurance/Financial career in 1985. He is a graduate of the University of Illinois- Champaign/Urbana with a bachelor’s degree in Psychology and a minor in Math and Sciences. Mr. Kothe prides himself on being well informed and is regularly enrolled in continuing education to stay on top of current laws and trends. Jeff is seen as an asset to agents and advisors because he has been successful as an agent and is able to pass that experience on to those he works with to help them grow their business and help more people.
Jeff lives in Dallas, Texas, and loves to fish, golf, and play poker.
Jeff has dedicated his 36-year professional career to helping people get the information needed to make good decisions concerning Insurance, healthcare, and their finances.
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.
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.
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.
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.
Call us at 888.316.6040 and, very quickly, you'll be able to see the potential results for yourself.
Specialties: Dealing with independent Advisors, our specialties include fixed-income assets including Bond and CD Alternatives, eState Planning, Income Planning, Tax Mitigation, Cash Flow Analysis, Charitable Fundraising, 401k rollovers, and FIA's. I'm also one heck of a golf coach.