Outsourced Estate
Planning Team

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.

Marcus Foote

Marcus T. Foote is a partner at Kuehne & Foote, APLC, where he focuses exclusively on community property divisions, military divorces, & Qualified Domestic Relations Orders (QDROs), he has been board-certified in family law by the Louisiana Board of Specialization since January 2002. Mr. Foote is a former Chairman of the Louisiana State Bar Association Family Law Council, current board member, and past president of the Baton Rouge Bar Association Family Law section. In 1992, Mr. Foote earned his B.A. degree, with honors, from the Louisiana Scholars’ College Regents Program at Northwestern State University. In 1995, Mr. Foote earned his J.D. from the Paul M. Hebert Law Center at Louisiana State University.

Since 2005, Marcus has compiled a databank of hundreds of companies for which he has performed QDROs and estimates approximately 2,000 executed QDROs. Marcus has been qualified as an expert in multiple Louisiana district courts for testimony regarding retirement plans. Marcus also serves as a consultant for attorneys throughout Louisiana, advising in niche areas of community property and strategic planning, retirement plan valuations, preparation of retirement division orders, and military pension benefits.

In 2014, after years of executing QDROs for divorcing parties, he developed the concept and procedure for executing QDROs for married couples with no plans to separate or divorce. With the assistance and advice of several financial advisors, he and his team developed a nationwide practice to assist financial advisors and their clients to access qualified funds for various strategies.

He has been published locally in Louisiana on QDROs in general and nationally in the peer-reviewed Journal of Financial Service Professionals on the In Marriage QDRO®.

Greg Agnos

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.

Lisa Camacho

Greg started his financial services career in 1987 as a floor broker at the Chicago Board of Trade and Chicago Mercantile Exchange.

Lisa has spent her professional career in executive sales, management and business ownership. In 2011, God changed her professional direction to focus on family legacy planning because of the catastrophes she has seen when proactive planning is not available to the most vulnerable families in America, the working-class men and women that make up this great country.

Lisa always looks forward to doing what she calls the “3 E’s” with the clients that she onboards onto our platform as a mentor with the O.E.P.T.- Educate, Enlighten, and Empower. Over the years she has helped hundreds of clients with their estate planning needs and she waits in anticipation to help you next.

Audwin Levasseur

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 within exhaustible 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.

Aileen Castillo

Aileen Castillo is a dedicated professional with over two years of experience in the financial services industry through her work with GFI. She currently serves with ePIC Services Company, where she supports advisors and clients with organization, efficiency, and a strong attention to detail.

Prior to joining ePIC Services, Aileen worked as a Licensing Coordinator with Fusion, managing licensing and compliance requirements and assisting with advisor onboarding. She holds both a Health & Life Insurance License and a Cosmetology License, reflecting her diverse background and commitment to serving others.

Aileen is a native of Illinois, born and raised, and values integrity, consistency, and dependable service in all she does. Outside of work, she enjoys hiking, spending time outdoors, and caring for her dogs.

Annette Cannon

Annette is an experienced office management professional skilled in overseeing daily operations to ensure a smooth and efficient workplace. She is known for strong organizational abilities, a proactive approach, and a commitment to supporting both team members and clients. She brings an outgoing personality and a genuine passion for helping others, consistently contributing to positive outcomes and a productive office environment.

Annette is an outgoing and people-focused individual who enjoys creating positive experiences for others, both professionally and personally. Outside of work, she loves reading, spending time with friends and family, and exploring new adventures. She values meaningful connections and making the most out of every opportunity to learn and grow.