William is a Trust Adviser with Trust Wealth Advisers, and also serves as a Preservation and Distribution Specialist.
William’s focus is on protecting families’ life savings through quality financial education and planning; an area that is frequently misunderstood by many retirees and Financial Professionals alike.
William earned an MBA in Finance from U.C. Berkeley and had been in the financial service industry for 40 years. William started his financial career as Principle Partner of ‘California Investments’, A Limited Real Estate Partnership. William consulted CPA’s, Tax Attorney’s, and financial professionals in the methods of constructing proper income tax sheltering at a time when the IRS was restricting Structured Tax Shelters. William understands the challenging decisions seniors must make in these difficult economic times, and is an advocate for senior citizens.
William has been a practitioner of Martial Arts for most of his life. He earned a 3rd Degree Black Belt in the art of Kenpo Karate and was CEO of East-West Karate Schools, located in the San Francisco Bay Area.
William, and his family moved to Missouri from California in ’93 and established ‘The Kelly Agency’ servicing MO residents as an insurance and retirement advisor.
Our Team of Strategic Partners
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
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.
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.
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.
Ciara Lister, Esq.
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.
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.