Curtis Epperson - President / Estate Planning Advisor

Curtis Epperson learned through years of experience that the best way to truly help people is simply by sitting and listening to their needs. As a licensed insurance agent specializing in Estate Planning, he’s trained to find the best solutions for each of his clients by not only educating them, but also by preparing them for the future. Years ago, when his grandfather died unexpectedly, his family was left to pick up the pieces without a set plan, and it’s an experience he’s determined to keep his clients from having to go through.

Curtis is an independent business owner helping pre-retirees and retirees plan for their income, healthcare, and insurance needs. He works with individuals, couples, and business owners, helping them to create estate plans to rest easier knowing their family will be taken care of in the most difficult moments, while also enjoying more financial confidence and better retirement for their own futures. Curtis’ expertise includes retirement income planning, tax-mitigation strategies on Social Security benefits and other income, health insurance coverage, and estate planning.

Although he spent most of his life in Memphis, TN, Curtis and his family moved to Orlando, FL in the fall of 2014 with a desire to be closer to the beach and warmer weather. He has always had a strong conviction simply to be a good man and do the right thing. Having spent the first 20 years of his adult life as a Christian music producer, he now spends his free time as an artist, with pieces in galleries across the nation, including Disney Springs in Orlando and House of Blues in Las Vegas, but his primary free-time interest is spending time with his wife, Josie, and their children.

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

Dylan is a Financial Planner with extensive experience in the analysis  of a wide array of financial positioning. An expert in the implementation of Structured Settlements, alternative assets, life insurance, and securities positioning, he has spent his career advising  attorneys, advisors and their clients on the forecasting, implementation and future management of their assets. Dylan holds his Series 65  license as well as life licenses. Dylan’s educational background is in the field of Economics from Colorado State University.

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 clients to review finished documents for approving their efficacy, suitability, and  accuracy.

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.

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.

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.