Andrew Victor is a financial advisor at Tactical Tax Wealth Management with seven years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at CSI Financial Group, Tactical Tax and Estate Planning, Diversified Financial Advisors, and LPL Financial. Victor is also co-founder and vice president of CSI Financial Group and is involved in insurance marketing and life settlement brokerage through related business activities. Tactical Tax Wealth Management is a state-registered advisory firm serving individual and high-net-worth clients, trusts, estates, and select retirement plans. The firm typically employs long-term investment strategies informed by fundamental and technical analysis while integrating financial planning, ERISA plan services, and third-party managers into its process.

Christopher Toward is a financial advisor at Tactical Tax Wealth Management in Phoenix, AZ, with nine years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Tactical Tax Wealth Management, Toward worked at The Vanguard Group, Inc. and has operated various self-employed ventures. Outside of his advisory role, he is the owner and CEO of GoodPoints, LLC, a volunteer development organization. Tactical Tax Wealth Management is a small, state-registered advisory firm serving individual and high-net-worth clients, trusts, estates, and select retirement plans. The firm integrates discretionary portfolio management with financial planning, employing both long-term strategies and shorter-term tactics tailored to client objectives.