ABOUT
Our Team of Strategic Partners
Robert Laughlin, CEP®, AIF®
President/Owner
Bob Laughlin, a graduate of U.C. Davis, began his career with a passion for communication, spending the first eight years as an educator in secondary education teaching math and science, and later as a software instructor for Digital Equipment Corporation in Silicon Valley. He then transitioned into high-tech sales and marketing in the information management sector during the 80s and 90s, working with leaders like Ungerman-Bass and Documentum, as well as various startups. In 2000, Bob shifted to the financial services industry, focusing on helping clients navigate significant financial decisions, particularly in asset and wealth management and real estate finance. Specializing in retirement and estate planning, he is a Certified Estate Planner and Accredited Investment Fiduciary, helping clients approaching or in retirement. Throughout his career, Bob has dedicated himself to understanding his clients' goals, offering clear guidance on their financial health, and applying proven financial planning principles to create secure paths for retirement. He lives in Northern California with his wife, Barbra, near their grown children, Tyler and Emma, and enjoys outdoor sports such as golf and tennis while appreciating the natural beauty of the Sierra Foothills.
For nearly two decades, Carter has assisted top advisors in providing safe retirement solutions, bringing access to a network of industry professionals, and supporting their many clients.
His personal experience with the “average” households seeking to protect their savings has driven him to identify unmet needs in the financial industry. Carter noticed a gap between those with a solid retirement plan and those at risk of outliving their savings or having their legacy mismanaged.
To address this, he collaborated with leading experts to create the three E’s: Educate, Enlighten, and Empower. This led to the development of cloud-based combined with his unique process, offering a much-needed solution.
Carter and his team now connect consumers with the necessary financial professionals and education through the eStatePlan™ Portfolio. This innovative solution helps people avoid costly legal fees using the (Outsourced Estate Planning Team) for comprehensive estate and legacy planning support.
Carter is also the ambassador of and is in charge of The Living Legacy Project, which helps his network of independent advisors provide the necessary process to document their clients' extensive lives. Bob Laughlin is one such Financial Professional.
Co-Founder and CEO
Carter Wilcoxson
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 (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.
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.
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.
Ciara Lister, Esq.
Network Attorney
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.
Holly Halweg
Onboarding Specialist
Holly Halweg is the Onboarding Specialist at ePIC Services Company. Married to a financial advisor, she understands the needs of individuals and families planning for retirement, dealing with tax matters, and estate planning. As parents of a child with special needs, Holly and her husband engaged in volunteer work at their son’s preschool, designed for children with physical and developmental issues, including those on the autism spectrum.
Originally from Hastings-on-Hudson, NY, Holly attended the University of TX in Austin, initiating her career in the group medical insurance sector. Following marriage, she relocated to the San Francisco Bay area in California, and her family now resides in Boise, Idaho.
