WELCOME TO
Joe Advisor Company
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Estate Planning
Income Planning
Asset Preservation
Tax Mitigation
Risk Mitigation
Business Planning
CRT
Wealth Management
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START HERE: KEY ESTATE PLANNING INSIGHTS
Featured Videos
NOT Just For Millionaires And Billionaires
21st Century Trust Funding Method
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EDUCATIONAL VIDEO LIBRARY
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Your Retirement Tax Strategy
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You've Made a Good Decision
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Guaranteed Lifetime Income Contracts
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Four Questions to Protect Your Retirement Savings
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“Safe Money” Retirement Contracts
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Retirement Savings Without Investment Losses
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Indexed Annuity "Hedging" Explanation
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Indexed Annuity "Reset" Explanation
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Asset Based Elder Care
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Your Home Equity = Tax Free Retirement
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How to Finance the Cost of Business Life Insurance
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“End of Life” Legal and Financial Considerations
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Cash Reserve Portfolio Liquidity
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One Plan for a Lifetime of Financial Security
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Become Your Own Banker
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Tax Free Retirement Income Plan
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Tax Free Retirement Income Plan
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Safe Money Alternative to Bank CDs
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01. Kai-Zen: Built For Rising Interest Rates
Kai-Zen
02. Kai-Zen: As An Alternative To Fixed Assets
Kai-Zen
03. Kai-Zen: For Executives
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04. Kai-Zen: For Physicians
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05. Kai-Zen: The Greatest Wealth Transfer
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06. Kai-Zen: The Next Big Thing You Don't Want To Miss
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07. Kai-Zen Explained In 60 Seconds
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08. Kai-Zen: Recruit And Retain
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09. Kai-Zen: For Individual Earners
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10. Kai-Zen: A Mortgage Analogy
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11. How Kai-Zen Works
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12. What People Are Saying About Kai-Zen
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13. Kai-Zen: Intro - Executives
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14. Everything You Wanted To Know About Kai-Zen
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OUR TEAM AT A GLANCE
A Network of Trusted Professionals
Our team of experienced professionals works together across the country to help you protect your family, your assets, and your legacy.
Joe Advisor
Estate Planner
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OUR TEAM OF STRATEGIC PARTNERS
Meet Our Strategic Partners
Carter Wilcoxson
Rick Bailey
Greg Crawford
Scott Johnson
Greg Agnos
Ciara Lister, ESQ.
Holly Halweg
Carter Wilcoxson
Founder and CEO of ePIC Services Company
For nearly two decades, Carter has assisted top advisors in providing safe retirement solutions, bringing access to a network of industry professionals, and supporting their many clients.
His personal experience with the “average” households seeking to protect their savings has driven him to identify unmet needs in the financial industry. Carter noticed a gap between those with a solid retirement plan and those at risk of outliving their savings or having their legacy mismanaged.
To address this, he collaborated with leading experts to create the three E’s: Educate, Enlighten, and Empower. This led to the development of cloud-based Estate Planning softtware combined with his unique process, offering a much-needed solution.
Carter and his team now connect consumers with the necessary financial professionals and education through the eStatePlan™ Portfolio. This innovative solution helps people avoid costly legal fees using the OEPT (Outsourced Estate Planning Team) for comprehensive estate and legacy planning support.
Carter is also the ambassador of Legacy Stories and is leading the charge of The Living Legacy Project, which helps his network of independent advisors provide the necessary process to document their extensive lives. Joe Advisor is one such Financial Professional.
Rick Bailey
CEO | Advanced Planning Consultant
Camas helps advisors bring one of the most valuable—but often overlooked—conversations to their clients: protecting wealth, businesses, and families from unforeseen risks.
Too often, clients turn to “quick fixes” that fail. Camas instead equips advisors with proven solutions—insurance, irrevocable trusts, proper business entities, exempt assets, and clear asset segregation—to provide real, lasting protection.
With a simple process of inventory, risk assessment, layered protections, and regular reviews, clients gain peace of mind knowing their legacies are secure.
Asset protection isn’t just for the ultra-wealthy—it’s essential for anyone who wants to safeguard what they’ve built. Camas is here to support advisors with resources and strategies to help clients achieve lasting security.
Greg Crawford
CEO, TEP
Greg is a globally recognized leader in the Nevada trust industry. Prior to founding Crawford Trust Company, Greg spent nearly two decades leading a trust company in Reno, Nevada. He carries over two decades of experience working with lawyers, advisors, and institutions implementing estate and asset protection plans for multi-generational American and international families.
Greg is a regular speaker on the benefits and advantages of Nevada trust situs at American law schools and international estate planning conferences. Publications such as The Wall Street Journal, The New York Times, and The Financial Times of London regularly quote Greg. Additionally, Greg has appeared as an on-air expert on CNBC, Bloomberg Television, and ABC World News Tonight.
A native of Menlo Park, California, Greg is a TEP and holds a B.A. from the University of California, Davis, and an M.H.A. from the University of Minnesota.
Scott Johnson
Tax Mitigation Specialist
Scott has spent 39 years in financial services helping professionals create more efficient, balanced lives. After roles at firms like E.F. Hutton and in areas ranging from real estate to hedge funds, his passion led him to focus on serving CPAs. He co-founded Financial Resource Network to help professionals reduce overwhelm and prioritize what matters most—family, faith, and community. Rather than work with hundreds of clients, Scott partners closely with a select few to make a lasting impact. A devoted husband and father of three, he lives what he teaches—being present for life’s most important moments.
Greg Agnos
ePIC Services Company
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.
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
Onboarding Specialist
Holly Halweg is the Onboarding Specialist at ePIC Services Company. Married to a financial advisor, she understands the needs of individuals and families planning for retirement, dealing with tax matters, and estate planning. As parents of a child with special needs, Holly and her husband engaged in volunteer work at their son’s preschool, designed for children with physical and developmental issues, including those on the autism spectrum.
Originally from Hastings-on-Hudson, NY, Holly attended the University of TX in Austin, initiating her career in the group medical insurance sector. Following marriage, she relocated to the San Francisco Bay area in California, and her family now resides in Boise, Idaho.
Complimentary Educational Events
Learn. Protect. Preserve.
An Estate plan is vital for any individual, couple or family that owns a home and has assets. Ensure that you protect your family from the nightmare of Probate Court, as well as, the unnecessary expense of hefty legal fees associated with Probate. Come join us at this very special event exclusively for Adults and Retirees. Learn various methods and the Best Practice to protect your family from unnecessary legal fees and wasted time in Probate.
5-Minute Estate Planning Stress Test
Joe Advisor is proud to partner with ePIC Services Company to provide this easy tool to bring awareness to our clients’ gaps in their estate and legacy planning goals. Click the link below to start your assessment for us to determine the priority level to move forward.
*Note: Households With A Score Of 70% Or Higher Need To Take Action Now.
Welcome to eStatePlan™, the secure, cloud-based estate planning tool for the 21st century. When you use this state-of-the-art estate planning and medical preparedness system, you gain peace of mind knowing your affairs are in order no matter what the future brings. You can take comfort in knowing that you have set everything in place, keep your documents updated in real time, and can share them with the people you designate. You have just taken control of your estate plan using eStatePlan™, the most convenient, efficient, and cost-effective way to ensure your legacy is executed exactly how you want it to be.
Probate is often expensive, time-consuming, and varies widely across states. Court fees, attorney costs, and delays can drain estate value while families wait months, or even years, for resolution. Each state sets its own rules and fee schedules, meaning the cost and length of probate differ dramatically depending on where the estate is administered.
PRESERVE YOUR FAMILY'S STORY FOR GENERATIONS TO COME
Legacy Stories
Imagine how special it will be knowing your family’s history can be digitally stored for generations to come. Pass down fond family memories and tales of struggle easily. Our secure system keeps your content safe and gives you complete access and control. Just as your family may pass along an heirloom, the pictures and stories that define your family’s history should be placed safely.
Mission Statement
Our mission is to create a firm like no other in the industry. Working together with the clients and our multidisciplinary team approach of specialists, we will create an elevated client experience. Families and small businesses are demanding ever-increasing assistance with support and guidance for smart estate and financial planning for building wealth.
Continuous training and support for company management and employees, combined with the strictest standards of protocols, ethics, and integrity will be expected and implemented.
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