Family Wealth Advisor
A. Frederick LeVasseur, J.D. graduated from Columbia Law School in New York in 2004 and earned a Bachelor of Science degree from Rutgers University in New Jersey where he graduated with High Honors in 2001.
LeVasseur worked in private legal practice in the New York-New Jersey metro region for over a decade, specializing in complex civil litigation involving antitrust, insurance, business-to-business transactions, employment, real estate, and trust and estates law. Mr. Levasseur’s experience in the legal field, sharpened his communication skills, honed his attention to detail, and elevated his resolve to achieve the best possible outcome for each of his clients. The skills and experiential knowledge acquired in law practice empower Mr. LeVasseur’s successful transition to the field of Wealth Management, Asset Protection and Estate Planning.
Mr. LeVasseur’s foray into financial services originated with his prior work at New York Life Insurance Company and another nationally regarded Independent Insurance Marketing Organization known as Family First Life where he obtained substantial experiential knowledge in wealth maximization and asset protection using insurance and an array of other financial asset classes. Mr. Levasseur continues to maintain affiliations with several financial service organizations as an insurance producer and wealth advisor in South Florida and beyond. He is also an affiliate member of the National Association of African American Financial Advisors. These professional relationships equip Mr. Levasseur with inexhaustible resources to provide top-notch services and solutions for every client.
Mr. Levasseur is a first generation Haitian American. He is a native of New Jersey but currently resides with his family in South Florida. His passion for generational wealth and client satisfaction serves as the central tenets of his wealth management practice.
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.
Shauna A. Wekherlien, CPA, MTax, CTC, CTS, Tax Goddess is a highly sought-after Certified Public Accountant and founder of Tax Goddess Business Services, PC, established 2004. Tax Goddess is a global team of 65+ specialists that uses plain language (not tax code) to help business owners, investors, and entrepreneurs create plans of action to increase the business owner’s bottom line, reduce costs, significantly reduce taxes, increase cash flow, and perform what-if scenario options so that owners know what decisions to make and which paths are best suited to their particular situation.
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.