CSI Financial Group Employee Directory

CSI Financial Group corporate office is located in 2990 E Northern Ave Ste D106, Phoenix, Arizona, 85028, United States and has 201-500 employees.

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Employees by Department

Departments

Number of employees

C-Suite

Finance

Sales

Human Resources

Key Employees of CSI Financial Group

NH
Noell Holmberg
Director, Life Insurance
PhoneEmail
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PhoneEmail
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CSI Financial Group Global Presence

Location	People at location
North America	1-10
Asia	1-10

Index of contact profiles from CSI Financial Group

Hundreds of professionals searching for CSI Financial Group have connected with key decision-makers. Join them?

Contact Name

Contact Info

Job Title

HQ Location

DR
Drew Renfrow
Email Direct
Recruiting & Onboarding Advisor
United States , Arizona , Phoenix

ZB
Zack Bassett
Email Direct
Manager, Client Relations
United States , Arizona , Phoenix

NH
Noell Holmberg
Email Direct
Director, Life Insurance
United States , Arizona , Phoenix

CI
Craig Isaacs
Email Direct
Estate & Tax Planning Specialist
United States , Arizona , Phoenix

TW
Trae Wieniewitz
Email Direct
Business Development ManagerMarketingCSI Financial Group
United States , Arizona , Phoenix

Former Employees at CSI Financial Group

Explore people who held key positions, contributed to CSI Financial Group's success, and advanced their careers.

Andrew Victor

Principal and Chief Pl... at Tactical Tax & Estate ...

Worked as President

at CSI Financial Group

Direct

Carter Wilcoxson

Founder & Chief Execut... at ePIC Services

Worked as President

at CSI Financial Group (2014-2025)

Direct

William Kinsey

Sustainability Analyst at Goodwill of Central & ...

Worked as Visionary's Personal Coordinate

at CSI Financial Group (2021-2021)

Direct

Mask Content

Front Desk Receptionis... at Montini & Farrah Tax A...

Worked as Administrative Assistant

at CSI Financial Group (2016-2018)

Direct

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Frequently Asked Questions Regarding CSI Financial Group Employees

How many employees does CSI Financial Group have?

CSI Financial Group has 201-500 employees

Who are CSI Financial Group key employees?

Some of CSI Financial Group key employees are Noell Holmberg

Where is CSI Financial Group located?

CSI Financial Group’s headquarters are located at 2990 E Northern Ave Ste D106, Phoenix, Arizona, 85028, United States

How do I contact CSI Financial Group?

CSI Financial Group Contact Info: Phone number: (888) 316-6040 Website: www.csifg.com

What does CSI Financial Group do?

CSI Financial Group offers a comprehensive range of services including financial planning, estate planning, financial advisor strategies, and wealth management in Phoenix, Arizona. The company specializes in supporting financial advisors across the United States with unique client acquisition and retention strategies. Founded by industry veterans,... Read More

Is CSI Financial Group a public company?

CSI Financial Group is private company therefore does not currently have an official ticker symbol

See more information about CSI Financial Group Employees