Rebecca Schriver

President & CEO

Rebecca Schriver learned many lessons about how to help people by sitting at their dinner tables and listening to their stories. As a licensed insurance agent, she was there to help people find the best Medicare solution for their needs.

But she soon learned that her clients had other questions. “When you sit with people in their homes, you become their confidant and advisor,” she says. “Clients started asking questions about long-term care and estate planning.”

She would refer them to outside resources, but that felt incomplete. “I’m constantly trying to help people find the answers they need. But I was no longer in control of the answers, so I couldn’t be sure they were getting the best solutions for their needs.”

When she discovered eStatePlan she saw a solution designed to help her take her clients from point A to Z. “And when we were done with their plan, I knew they would be taken care of,” she says.

Rebecca’s goal is not only to educate clients on what they think the need to prepare for the future, but also on what she learned—from an early age—that they, and their families, could truly need.

“I lost my dad at a young age,” Rebecca recalls. “He didn’t really have a plan. We had to figure it out ourselves from square one. I don’t ever want my clients or their families to go have to go through that same experience.”

Her goal is to deliver to her clients a plan with a clear pathway laid out. “I help people focus on the important things…their loss, their grief and their family, instead of all of the other logistics that would need to be taken care of otherwise.”

Rebecca is passionate about what she does because many people don’t realize how important it is to take the time to plan their estates. “I tell my clients when I sit down with them, ‘I’m going to be your mom, sister, daughter and best friend,’” she explains. “We are going to dig into the nitty gritty, so I want to know at the end of the day that I took care of you. It’s an honor for me to be able to say to your family, ‘Don’t worry, we took care of it.’”

Married for 15 years, she is the mother of four children, including one she lost at birth. This painful loss taught her that no one knows when tragedy could strike. “We don’t think about what would happen if we became incapacitated or had a heart attack or were diagnosed with

cancer,” she cautions. “Knowing what you would want to have happen after such an occurrence—and putting a plan in place—makes a big difference for you and your family.”

Born and raised in central Illinois before moving to Fayetteville to be closer to her husband’s family, Rebecca describes herself as responsible and rooted. She loves to hunt and fish and has taught dance and tumbling, but her primary interest is spending time with her family.

“I enjoy the challenge of helping clients,” she says. “I know at the end of the day that, while some people find it difficult to start this process, by the time we walk through the steps, they can sleep easy at night knowing they accomplished something important and I can sleep well knowing I did my best to help them achieve their goals.”

Rebecca@leadershiplegacypro.com

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.

Stacy Pearson

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.

Veronica Hill

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.

Jennifer Surmacz

Chief Counsel

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.

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.

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.