SEE WHAT WE’RE ALL ABOUT

Your Money. Your Unique Journey.

Strategic Partners of Bridge Wealth Strategies, Inc.

We succeed by providing what we believe to be excellent client service and financial advice to individuals, families, and businesses in many facets of financial, retirement, insurance, long term care planning, while always looking to reduce your tax liability.

We honor our fiduciary duty above all, and practice full disclosure, due-diligence, and client communication. We work in a collaborative atmosphere with our clients, with whom we reach mutual agreement on every phase of the financial planning process.

Focus

Allow us to become a trusted partner and guide to be available and to provide insightful advice to enable you to make informed financial decisions.

Integrity

We believe we maintain the highest ethical standards. This is always reflected in our advice, actions and our core values.

Professionalism

We combine skill and experience to give each client the close personal and professional attention he or she deserves.

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.

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

Holly Halweg has spent her career focused on Customer Service, working for several national insurance companies including MassMutual, Blue Cross/Blue Shield of TX and United Healthcare. Starting as a claims examiner for group medical insurance plans, she held positions as a Claims and Customer Service Manager, Account Manager, and Financial Underwriter, where her primary role has always been to help people find answers to their questions and resolve customer concerns.

Married to a financial advisor, she has also seen the needs of individuals and families planning for retirement and having concerns regarding taxes and estate planning. Holly and her husband are the parents of a child with special needs, since discovering their son had a significant speech delay at the age of 27 months. During the next several years she spent time doing volunteer work at her son’s preschool that was founded based on the needs of children with physical and developmental issues, especially children on the autism spectrum.

After spending time with the families of so many children with a vast array of special concerns, she learned how important it is to have a plan for the future. Working with financial advisors and their clients, as the On boarding Specialist for ePIC Services Company, Holly has combined her passion for helping people and finding solutions, with the need for everyone to have a plan for the future of their family and passing on their family legacy.

Holly grew up in the small town of Hastings-on-Hudson NY until her family relocated to Houston Texas. She attended the University of TX in Austin, and started her career in the group medical insurance industry. After getting married, she moved to the San Francisco Bay area in California. Her family is now residing in Boise Idaho.