FINANCIAL CENTER - Key Persons
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.
Job Titles:
- Funding & Customer Service Specialist
Caroline Nahm offers CSI Financial's Advisor Partners and their clients a kind, guiding hand to help them through the process of securing their financial futures. For almost a decade she has worked with one of our key Advisor Partners, refining her skills at client service and managing the workflow for completing important processes.
Cathy is responsible for all the behind the scenes operations as well as making sure you are timely with your RMDs as well as answering any questions regarding Long-term Care and Life Insurance needs.
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.
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.
Job Titles:
- Registered Financial Consultant
- Representative With Cambridge Investment Research, Inc
David is a Registered Financial Consultant (RFC). This designation is awarded to those financial advisors who can meet the high standards of education, experience and integrity that are required of all its members. The International Association of Registered Financial Consultants is the only professional organization that requires all of its members to meet and document seven stringent requirements of education, experience, examination, integrity, licensing, ethics and a significant amount of continuing education.
David is a registered representative with Cambridge Investment Research, Inc. and an investment advisor associate of The Financial Center, LLC. Securities are offered through Cambridge Investment Research, Inc., a Broker/Dealer, member FINRA/SIPC. Advisory Services and Financial Planning are offered through The Financial Center, LLC, a registered investment advisor.
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.
Jill manages Tim and David's calendar, books all of their appointments, workshops, and plans events throughout the year. Give her a call if you have a referral for Tim or David, or want to receive their videos or weekly newsletters.
Job Titles:
- 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.
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.
Job Titles:
- Representative With Cambridge Investment Research, Inc
Tim Robertson is driven by his faith, his work ethic, and the desire to make a difference in people's lives. After half decade of success as a mortgage banker helping people buy and refinance their homes, he joined his father, David, as a financial advisor at The Financial Center.
"With my father, I saw first-hand how you can do more good for people on a remarkable level, change their lives and help them create intergenerational wealth," Robertson says. "That's incredibly special."
As an advisor with both his Series 7 and Series 66 securities licenses, Robertson is qualified to act as a wealth and asset manager, with fiduciary responsibility over his client's funds. He also carries licenses to advise clients on life/health insurance, annuities, and long-term care. He has also achieved the National Social Security Advisor certificate from the National Social Security Association LLC based in Cincinnati, Ohio.
"We offer clients the security of working with one person and one team," he says. "With all parties under one roof, we can ensure that our clients are getting the best care. Our full range of financial services includes estate planning so that clients no longer have to face the uncertainty, expense, and inconvenience of dealing with an outside estate planning attorney."
Timothy is a registered representative with Cambridge Investment Research, Inc. and an investment advisor associate of The Financial Center, LLC. Securities are offered through Cambridge Investment Research, Inc., a Broker/Dealer, member FINRA/SIPC.
Job Titles:
- Registered Administrative Assistant
Tina is probably the first voice you hear on the line when you call into our office or the first to greet you when you walk through the door. She processes all the paperwork and documents for Tim and David. Call her if you need funds or have questions on your account.
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.