ABOUT US
Blair Griffin
Founder/President - Retirement, Distribution and Tax Strategist
With more than 21 years of experience as an insurance and financial professional, Blair Griffin specializes in helping individuals and families protect their assets and build long-term financial confidence. A graduate of the University of Tennessee, Blair brings a thoughtful, client-centered approach to every stage of the retirement planning process.
At G+L Smart Plans, he combines his extensive industry knowledge with the expertise of trusted partners who offer decades of retirement planning insight. This collaborative approach ensures that each client receives a clear, simple, and secure strategy that keeps their retirement firmly under their control.
As a Retirement Distribution Specialist, Blair is skilled in guiding clients through the critical transition from accumulating retirement savings to developing sustainable, tax-efficient income plans.
Blairβs passion is helping people gain clarity, avoid unnecessary risks, and create retirement strategies that truly support their long-term goals.
Mark Lindsey
Retirement Strategist
Mark Lindsey is a seasoned Retirement Strategist with over 25 years of experience in the insurance and financial services industry. He is dedicated to helping individuals and families protect what matters mostβpreserving assets, securing reliable income, and planning a lasting legacy for future generations.
At G+L Smart Plans, Mark works closely with clients to design retirement strategies that provide clarity, confidence, and peace of mind. By collaborating with a trusted network of professionals, he helps deliver solutions that are streamlined, resilient, and designed to withstand lifeβs uncertainties. His approach prioritizes simplicity, long-term stability, and informed decision-making.
Driven by a genuine passion for helping others, Mark believes retirement should be enjoyedβnot worried about. His client-focused philosophy and deep understanding of retirement planning make him a trusted guide for those seeking a secure, confident, and fulfilling next chapter.
Brian Blazer
Retirement Strategist
Brian Blazer is an accomplished insurance professional with nearly three decades of experience in the insurance and retirement industry. A graduate of Missouri State University, Brian has spent 29 years helping individuals and families protect their financial futures through tailored insurance and retirement solutions.
Specializing in individual benefits, Brian is known for his practical guidance, deep industry knowledge, and commitment to understanding each clientβs unique needs. His long-standing career reflects a passion for building strong relationships and delivering strategies that support long-term financial security.
Outside of his professional work, Brian enjoys spending time outdoorsβwhether hunting, golfing, or traveling with his family. He is married to his wife, Kathy, and together they have two adult children.
Brian brings experience, integrity, and a personal touch to every client interaction, making him a trusted resource in the insurance and retirement planning field.
Brian Williamson
Investment Advisor
Brian Williamson is an Investment Advisor with a strong analytical foundation and over three decades of professional experience across manufacturing, sales, and capital development. He earned a Bachelor of Science in Mechanical Engineering from Mississippi State University and later completed his Master of Business Administration, equipping him with both technical expertise and strategic business insight.
Prior to transitioning into the financial services industry, Brian spent 30 years working in the pulp and paper and aggregates industries, where he developed a deep understanding of complex operations, long-term planning, and disciplined capital management. This background allows him to approach investment strategies with a practical, solutions-oriented mindset and a focus on sustainable, long-term outcomes for his clients.
Brian has been married for 34 years to his wife, LaDayne, a retired elementary school teacher. Outside of his professional work, he enjoys hiking, playing pickleball, and following SEC football.
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 βaverageβ 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 Eβs: 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 eStatePlanβ’ 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. Blair Griffin is one such Financial Professional.
Our Team Of Strategic Partners
Ciara Lister, Esq.
Network Attorney
As a network attorney for eStatePlanβ’ 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.β
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 sonβs 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.
Greg Agnos
Tactical Tax and Estate Planning
Greg started his financial services career in 1987 as a floor broker at the Chicago Board of Trade and Chicago Mercantile Exchange.
Heβs 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.
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.
Rick Bailey
Principal | Camas
Camas helps advisors bring one of the most valuableβbut often overlookedβconversations to their clients: protecting wealth, businesses, and families from unforeseen risks.
Too often, clients turn to βquick fixesβ that fail. Camas instead equips advisors with proven solutionsβinsurance, irrevocable trusts, proper business entities, exempt assets, and clear asset segregationβto 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 isnβt just for the ultra-wealthyβitβs essential for anyone who wants to safeguard what theyβve built. Camas is here to support advisors with resources and strategies to help clients achieve lasting security.
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 mostβfamily, 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 teachesβbeing present for lifeβs most important moments.
How We Help
Smart Plans to Secure and Optimize your Retirement
π Roth Conversions
Pay less tax now and avoid the retirement tax bomb later
π Secure Money Strategies
Protect your principal while capturing market-linked growth potential
π Annuity Reviews
Optimize your existing annuities for better performance
π Advanced Tax Strategies
Sophisticated planning to reduce lifetime tax burden
π’ Employee Benefits
Maximize employer-sponsored retirement benefits
π· Individual Health Plans
Smart health plans for real life
πΉ Capital Gains Deferral
Defer taxes on investment gains through smart strategies
π° Guaranteed Income for Life
Ensure you never outlive your money with guaranteed income streams
π Tax-Free Retirement Strategies
Maximize your retirement income by minimizing taxes
π₯ Long-Term Care Planning
Protect your assets from long-term care costs
π§βπ§βπ§βπ§ Legacy Planning
Ensure your wealth transfers efficiently to your heirs
π Revocable Trusts
Avoid probate and create certainty for your family
π Medicare Specialists
Smart medicare choices
Our Values
Protection over speculation. Your principal security comes first, with upside potential built in. No market losses, just peace of mind.
Ready to Take Control?
Schedule your FREE consultation today!
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Insurance licensed retirement planning specialists. Securities not offered.