Jason Bleick

Founder

Jason Bleick is a certified financial fiduciary, wealth strategist, real estate investor, and a man on a mission to help people reduce their financial stress and change their money mindset to make more of an impact in the world and leave a legacy.

Jason had a wealth shock 10 years ago which was the catalyst to begin researching, studying, and trying many different financial products and strategies to eventually find low-stress and predictable ways to build wealth. Now, Jason is the owner of the financial firm Golden Rule Wealth. He is helping individuals, families, and business owners, create sane wealth strategies that are proven, predictable and tax-efficient, and unknown to the “typical” financial advisor and planner, which helps his clients reduce financial stress and take back control of their financial future.

Our Team of External 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

James Jurica, CFP, AEP, CLU, CHFC, RICP

Risk Mitigation Specialist | Senior Financial Planner

James has worked in the financial services industry his entire professional career starting right out of college. He has a passion for working with clients and helping them achieve their long-term financial goals. His main area of focus is on the investment management side of financial planning. James has a focus on risk management and wants to ensure that during the investment process, the focus stays on reducing risk and volatility in clients’ portfolios while still achieving the returns needed to accomplish the objective of the client. James has achieved the Certified Financial Planner CFP®, less than 10% of all financial advisors are CFP® and this advanced training and education allow James to provide the highest quality service and value to clients. He has also achieved the Chartered Financial Consultant CHFC®, Chartered Life Underwriter CLU®, Retirement Income Certified Professional RICP®, and Accredited Estate Planner AEP®. These designations have given James more training and insight into a wide variety of financial planning areas. James is married to his wonderful wife Abbey, and they have a 1-year-old son together and enjoy spending time at the lake together.

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.

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.

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.

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 in 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.