Personalized strategies designed to help protect your assets, reduce unnecessary risk, and create confidence for the future.
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Kelly-Ann Gayle is a Financial Specialist with Pinnacle Financial Group and a licensed insurance agent with more than 18 years of experience serving members in the financial services industry. She holds a Bachelor's Degree in Business Management from Berkeley College and has completed a Management Certificate Program through her current employer. Kelly-Ann is passionate about helping individuals and families navigate important financial decisions with confidence. Known for her dedication to service and commitment to helping others, she strives to build lasting relationships based on trust, education, and support.
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From retirement income and estate planning to tax mitigation and wealth preservation, our approach is designed around your goals, priorities, and financial future.
Protect your legacy and provide for future generations with a comprehensive plan.
Book Consultation ↗Create predictable income streams for confidence and stability throughout retirement.
Book Consultation ↗Safeguard what you've built with strategies designed to help reduce unnecessary financial risk.
Book Consultation ↗Minimize taxes and keep more of your hard-earned wealth working toward your financial goals.
Book Consultation ↗Prepare for life's unknowns with proactive strategies designed to help manage financial risk.
Book Consultation ↗Strategies for business owners to grow, transition, preserve, and protect the value they've built.
Book Consultation ↗Personalized investment management aligned with your financial goals, priorities, and values.
Book Consultation ↗Convert highly appreciated assets into income while reducing taxes and supporting causes you care about.
Book Consultation ↗Explore a curated collection of educational videos covering estate planning, trust funding, legacy strategies, and beneficiary planning.
Explore educational resources designed to help you better understand retirement strategies, risk management, tax planning, and important financial decisions.
Explore retirement income, market risk, asset protection, and preservation strategies through short educational videos.
Explore educational topics covering tax-efficient retirement, indexed strategies, estate planning, and financial leverage.
Our team works alongside experienced professionals across the country to help individuals and families protect what they have built, prepare for retirement, and preserve their legacy.
Financial Specialist
Kelly-Ann Gayle is a Financial Specialist with Pinnacle Financial Group who is dedicated to helping individuals and families make informed financial decisions and work toward their long-term goals. A graduate of Greenwich Public Schools, Kelly-Ann earned her Bachelor's Degree in Business Management from Berkeley College in White Plains, New York. She has also completed a Management Certificate Program through her current employer, a credit union, and is a licensed insurance agent.
Kelly-Ann brings a diverse professional background to her work, having gained valuable experience in retail, transportation, and financial services. For the past 18 years, she has served as a Senior Member Services Representative in Greenwich, Connecticut, where she has built a reputation for exceptional member service, leadership, and a genuine commitment to helping others.
Passionate about making a positive impact, Kelly-Ann enjoys guiding clients through important financial decisions and providing support that helps them achieve greater financial confidence. Her personal philosophy centers on serving others with integrity, empathy, and dedication.
Outside of work, Kelly-Ann enjoys staying active at the gym, spending time at the shooting range, roller skating, traveling, and creating new vegan recipes. Most importantly, she treasures time spent with her family and friends.
Explore some of the experienced professionals who contribute specialized knowledge across estate planning, tax strategy, asset protection, trust services, and client support.
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 software 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. Kelly-Ann Gayle is one such Financial Specialist.
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 including insurance, irrevocable trusts, proper business entities, exempt assets, and clear asset segregation.
With a process based on inventory, risk assessment, layered protections, and regular reviews, clients can approach asset protection with greater structure and confidence.
Asset protection is not only for the ultra-wealthy. Camas supports advisors with resources and strategies designed to help clients safeguard what they have built.
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.
He has been quoted by publications including The Wall Street Journal, The New York Times, and The Financial Times, and has appeared 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.
Tax Mitigation Specialist
Scott has spent 39 years in financial services helping professionals create more efficient, balanced lives.
After roles at firms including E.F. Hutton and experience spanning 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.
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 is a former speaker and trainer for hundreds of companies throughout the country, working with advisors from Primerica Financial Services, New York Life, Prudential, and others.
He now specializes in Estate Planning and Business Development for ePIC Services Company.
Greg was a member of the 1984 Rose Bowl team for the University of Illinois Fighting Illini and enjoys staying active, spending time outdoors, and traveling.
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, Florida, Ciara began her law career as a Commercial Insurance Litigator in Boca Raton.
After seeing clients and close friends struggle with the negative effects of probate proceedings, she shifted her focus to Estate Planning.
Her work focuses on helping families address these issues proactively rather than performing legal triage after damage has already occurred.
Onboarding Specialist
Holly Halweg is an Onboarding Specialist at ePIC Services Company. Married to a financial advisor, she understands the needs of individuals and families planning for retirement, navigating tax matters, and preparing their estates.
As parents of a child with special needs, Holly and her husband have also been involved in volunteer work supporting children with physical and developmental needs.
Originally from Hastings-on-Hudson, New York, Holly attended the University of Texas at Austin and began her career in group medical insurance.
Onboarding Specialist
Aileen Castillo is a dedicated professional with more than two years of experience in financial services through her work with GFI.
She currently serves with ePIC Services Company, where she supports advisors and clients with organization, efficiency, and 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 and enjoys hiking, spending time outdoors, and caring for her dogs.
Onboarding Specialist
Annette is an experienced office management professional skilled in overseeing daily operations and helping create a smooth, efficient workplace.
She is known for strong organizational abilities, a proactive approach, and a commitment to supporting both team members and clients.
Annette brings an outgoing personality and a genuine passion for helping others, consistently contributing to positive outcomes and a productive environment.
Outside of work, she enjoys reading, spending time with friends and family, and exploring new adventures.
Educational events designed to help individuals and families better understand estate planning, probate, and the strategies available to help protect the people and assets that matter most.
An Estate Plan is vital for individuals, couples, and families who own a home or have accumulated assets. Proper planning can help protect your family from the challenges of Probate Court and reduce unnecessary legal expenses associated with probate.
Join us for a complimentary educational event created for adults and retirees. Explore practical estate planning concepts and learn about approaches designed to help protect your family, preserve your assets, and prepare confidently for the future.
Knowledge can make complex financial and estate planning conversations easier to navigate.
Explore Events →Explore practical tools designed to help you better understand your estate plan, potential probate exposure, and the next steps you may want to consider.
Pinnacle Financial Group LLC is proud to partner with ePIC Services Company to provide this simple assessment designed to bring awareness to potential gaps in your estate and legacy planning goals.
Complete the short stress test to help identify areas that may deserve additional attention and determine what your next planning priorities may be.
Welcome to eStatePlan™, a secure, cloud-based estate planning and medical preparedness system designed for today's families.
Organize important documents, keep your plan updated, and make information available to the people you designate. The platform provides a convenient and cost-effective way to help keep your estate and legacy planning organized.
Probate can be expensive, time-consuming, and different in every state. Court fees, attorney costs, and delays can reduce the value of an estate while families wait for resolution.
Use the probate calculator to explore an estimate based on your situation and better understand why proactive estate planning may be important.
Better information can make important estate planning conversations easier to navigate.
A guided way to document memories, lessons, family history, important information, and the wisdom you want future generations to carry forward.
The Legacy Stories Memories From My Life Guidebook gives your family the opportunity to reminisce with a purpose.
Using categorized questions, you can spark meaningful conversations about times past and provide guidance for the future. It also allows you to leave instructions, detailed information, and guidance on important issues.
Leverage Your Guidebook For $59Thoughtful prompts and practical sections help organize family history, memories, important information, and guidance into one meaningful resource.
Preserve family connections and important generational relationships.
Create a listing of meaningful family photos and memories.
Leave personal messages and letters for specific individuals.
Organize the people and professionals your family may need.
Thoughtful prompts help uncover stories, experiences, and wisdom.
Create an organized record of important assets and information.
Identify important documents your family may need to locate.
Identify digital accounts and password-related information.
Guidance helps turn memories and experiences into stories.
Create space for meaningful conversations about the future.
The challenges faced and lessons learned by your family have value. They can help inspire and teach the next generation.
Unfortunately, some parts of your family history may be lost or forgotten over time. Physical photos, scrapbooks, and other traditional ways of preserving memories are susceptible to damage and misplacement.
Here's your chance to ensure even the smallest detail is remembered. Preserve those memories digitally and give the next generation the gift of wisdom from generations before.
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 deserve to be preserved safely.
Preserve the experiences, lessons, and memories that make your family's history unique.
Begin your Legacy Stories journey, access your existing account, or explore the timeline of stories already being preserved.
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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