William Kelly
Partner
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
Andrew Victor
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
Noell Holmberg
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.
Greg Crawford
CEO, TEP
Greg is a globally recognized leader in the Nevada trust industry. Prior to founding Crawford Trust Company, Greg spent nearly two decades leading a trust company in Reno, Nevada. He carries over two decades of experience working with lawyers, advisors, and institutions implementing estate and asset protection plans for multi-generational American and international families.
Greg is a regular speaker on the benefits and advantages of Nevada trust situs at American law schools and international estate planning conferences. Publications such as The Wall Street Journal, The New York Times, and The Financial Times of London regularly quote Greg. Additionally, Greg has appeared as an on-air expert on CNBC, Bloomberg Television, and ABC World News Tonight.
A native of Menlo Park, California, Greg is a TEP and holds a B.A. from the University of California, Davis, and an M.H.A. from the University of Minnesota.
Scott Johnson
Tax Mitigation Specialist
Scott has spent 39 years in financial services helping professionals create more efficient, balanced lives. After roles at firms like E.F. Hutton and in areas ranging from real estate to hedge funds, his passion led him to focus on serving CPAs. He co-founded Financial Resource Network to help professionals reduce overwhelm and prioritize what matters most—family, faith, and community. Rather than work with hundreds of clients, Scott partners closely with a select few to make a lasting impact. A devoted husband and father of three, he lives what he teaches—being present for life’s most important moments.
Greg Agnos
Tactical Tax and Estate Planning
Greg started his financial services career in 1987 as a floor broker at the Chicago Board of Trade and Chicago Mercantile Exchange.
He’s a former speaker and trainer for hundreds of companies throughout the country, working with advisors from Primerica Financial Services, New York Life, and Prudential to name a few.
He now specializes in Estate Planning and Business Development for ePIC Services Company. He was a member of the 1984 Rose Bowl team for University of Illinois Fighting Illini. As an athlete, Greg spends his free time staying fit, enjoying the outdoors, and traveling.