Sheldon Novack RFC®

Founder

Sheldon Novack has more than 35 years of experience in the insurance and financial services industry. He is a native St. Louisan who has lived in University City, Chesterfield and Creve Coeur. He is a member of the National Ethics Association and is a Registered Financial Consultant.

Sheldon has written articles that have appeared in print media and he has been interviewed on St. Louis radio. Sheldon specializes in advising clients and their families on the best and safest ways to prevent them from outliving their income and to preserve their assets for future generations in the most tax-efficient manner. Being an independent advisor allows Sheldon to use highly-rated companies and products to achieve these goals. His greatest reward is helping more than a thousand families protect their nest eggs and leave the legacy they’ve always wanted to their loved ones.

“Earning Your Trust is Our Only Objective”

Strategic Partners

Andrew Victor

President, CSI Financial Group

Andrew Auchincloss Victor has been in the financial services industry for 25 years, providing counsel in the areas of Tax-efficient Income Planning, Tax-efficient Asset Planning, Wealth Transfer, Estate Planning, and Business Tax and Succession Planning.

For more than 20 years, Andrew has worked with financial advisors to present their clients, clients’ attorneys, and accountants with complex and comprehensive solutions through succinct yet actionable guidance.

Andrew’s consultative approach helps clients explore areas of opportunity in their financial plan to reduce or even eliminate unnecessary taxation. He’s created a proprietary wealth development and management model which has helped hundreds of clients secure a solid financial plan while going through the process of ‘Divorcing the IRS’.

Andrew graduated from Harvard in 1993 with a bachelor’s degree in Government with a focus on Economics. Andrew and his wife Sarah have two sons, Jacob and Jack, and enjoy playing golf and tennis.

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.

Ed Kaiser

V.P. of Compliance/General Counsel RE/MAX Results