Outsourced Estate Planning Team

As a Network Attorney for eStatePlan™, Ciara believes in three pillars, planning, preparation, and prevention, and understands the importance and complexity of a client’s estate planning needs. Ciara believes in the importance of combining a client’s legal and financial team in one place by utilizing technology and the best resources available. “I want to offer client’s the solutions they need.” The resolution was to partner with other planners and experts to create teams that offer clients a comprehensive estate portfolio. “I am pleased to be able to offer comprehensive estate planning solutions.” “What we offer through the eStatePlan portfolio differs greatly from a classic attorney relationship. The comprehensive portfolio manages the entire process, along with your Attorney and Trusted Advisor, so there are no surprises, and your plan is complete.”

Before her Estate Planning career, Ciara worked as a commercial insurance litigation and personal injury attorney. A University of Florida Alumna, she received her juris doctorate, on full scholarship, from Ave Maria School of Law. She is a member of both the Florida and Nevada Bar. Ciara serves on the Board of Directors for Salty Dog Paddle, a nonprofit that benefits rescue dogs in the South Florida area.

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 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 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.

As part of a dynamic husband-and-wife team working with her own clients, Lisa Camacho is a Trusted Advisor that is changing the landscape of Estate and Legacy Planning. Lisa works collaboratively with other Advisors across the country to help their clients in understanding the need for our eStatePlan™. She has been working with our proprietary process and platform for many years and brings the level of knowledge and enlightenment you would expect from seasoned estate planning specialists.

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.

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 0ver 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.

Many people are intimidated by estate planning law. For some, apprehension about its complexity could be preventing them from protecting their own financial futures, as well as that of the loved ones they will some day leave behind.

This is where attorney Jennifer Surmacz shines. She helps advisors and their clients understand the legal intricacies of estate planning, translating legal concepts into easy-to-understand options they can easily put into place using eStatePlan™, the cloud-based solution that revolutionized estate planning.

Jennifer is a master at adapting her knowledge to a client’s needs. She was born into a military family and moved all around the country before settling in Oklahoma. After graduating from Mustang High School as Valedictorian and a National Merit Scholar, Jennifer attended the University of Oklahoma where she earned a Bachelor of Arts in Political Science and a Minor of Arts in Sociology. Jennifer earned her Juris Doctor at Oklahoma City University School of Law.

Jennifer served terms as 10th Circuit Lieutenant Governor of the American Bar Association LSD, and Vice President of Women’s Law Student Association. She is also a member of the American Bar Association, Phi Alpha Delta Legal Frater-ity, the Oklahoma Association of Justice, the National Association of Professional Women, and Lawyers Fighting Hunger. Jennifer is also a black belt and national champion in Tae Kwon Do.

Caroline Nahm offers eStatePlan 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. As a eStatePlan funding specialist, she walks clients through the 7-step process of funding their eStatePlan portfolio, arranging their consultations with eStatePlan portfolio principals and helping them secure the necessary funding documents to make their plan a success. “I have always enjoyed working directly with people who appreciate that we take the time to make them comfortable every step of the way,” Caroline says. “And by preparing and supporting a eStatePlan Advisor’s client events for many years, I feel rewarded by seeing the difference we can make in people’s lives.” Married for 25 years and with two grown sons, Caroline likes to spend her time cooking, reading and rescuing dogs. Her two newest family members are Crimson, a Huskie/Aussie mix, and Obie the Beagle.