About
Anthony Jacobs Financial
Our advisors are client-centered in all that they do. That philosophy permeates through every level of Anthony Jacobs' Financial service offering. We live and breathe the debt-free tax-free stress-free philosophy.
Each Advisor treats their clients with the utmost care. The company prides itself on its Five-step client servicing system.
A Network Of Trusted Professionals.
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.
Expertise Working Together.
Anthony Politi, CSSCS
Retirement Income Planning Specialist
Anthony Politi brings more than 40 years of entrepreneurial and professional experience to his work helping individuals and families prepare for retirement and protect the wealth they have worked a lifetime to build.
Through Anthony Jacobs Financial, Anthony helps clients better understand retirement income, Social Security strategies, market risk, fees, and taxes so they can make more informed financial decisions. He holds the Certified in Social Security Claiming Strategies (CSSCS) designation and brings a strong educational approach to every client relationship.
A licensed engineer and longtime business owner, Anthony applies the analytical thinking, attention to detail, and problem-solving skills developed throughout his career to helping clients preserve assets, reduce unnecessary financial exposure, and approach retirement with greater confidence.
Mark Politi
Regional Vice President
Mark Politi brings more than 35 years of state and federal law enforcement experience to his work helping individuals pursue greater financial security.
A graduate of Westfield State University with a degree in Criminal Justice, Mark began his career with the Maine State Police before serving as a Special Agent Criminal Investigator with the U.S. Naval Criminal Investigative Service (NCIS). His career was built on discipline, integrity, and a commitment to serving others.
Today, Mark applies that same analytical and service-focused approach to helping people better understand financial strategies and work toward their long-term goals.
Originally from Staten Island, New York, Mark now lives in Florida with his wife and enjoys golfing, swimming, and biking.
Donna Politi
National Vice President
Donna Politi brings a strong background in finance, healthcare, and client service to her role as National Vice President.
With a degree in Accounting and Finance, Donna began her career in accounting before transitioning into healthcare, where she spent more than 15 years as an ultrasound technologist specializing in high-risk obstetrics. Her experience in both fields strengthened her attention to detail, compassion, and ability to guide people through important decisions.
Today, Donna uses that experience to help individuals and families better understand their financial options and plan with greater confidence.
Originally from New York, Donna lives in New Jersey with her husband, Anthony. She enjoys traveling, scrapbooking, and spending time with her children and grandchildren.
Meet Our Strategic Partners.
Explore some of the experienced professionals who contribute specialized knowledge across estate planning, tax strategy, asset protection, trust services, and client support.
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 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. Anthony Politi 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 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.
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.
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.
Scott Johnson
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.
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 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.
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, 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.
Holly Halweg
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.
Aileen Castillo
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.
Annette Cannon
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.
Our Five-Step Process
