Andrew Victor is a financial advisor with Tactical Tax Wealth Management in Phoenix, AZ, holding Series 65 and Series 63 licenses and six years of industry experience. He co-founded and serves as vice president of CSI Financial Group, an insurance marketing organization, and is also involved in life insurance and settlement brokerage through Tactical Tax and Estate Planning. 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 combines discretionary portfolio management with financial planning, employing both long-term strategies and tactical trading tools tailored to client objectives and risk tolerance.

Christopher Toward is a financial advisor with Tactical Tax Wealth Management in Phoenix, AZ, holding Series 65 and Series 63 credentials. He has nine years of industry experience, including a nine-year tenure at The Vanguard Group, Inc., and prior roles as a self-employed advisor and contractor. Outside of financial advising, he is the owner and CEO of GoodPoints, LLC, a volunteer development business. 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 employs a mix of long-term strategies and tactical tools such as options and structured notes, integrating financial planning, ERISA plan services, and third-party management within its investment process.