About Us
ShieldWolf Strongholds™ assists business owners, high-income corporate employees, and current retirees with repositioning their investment capital, business operations’ budgets, retirement nest eggs, and other liquid assets into The M.I.R.A.C.L.E. Money Vehicle™; to help ensure that their principal remains tax favored, liquid, and safe with historically predictable rates of return; and have it seamlessly transfer to their heirs, and favorite charities with little to no costly fees.
“M.I.R.A.C.L.E.,” is an acronym that stands for:
Money
Infinitely
Reproducing
A
Compounding
Liquid
Estate
Because it’s not about how much you make, it’s about how much you can legally keep.
What Makes Us Different?
At ShieldWolf Strongholds, we guarantee to make you smarter while your money's working harder.
Chartered Financial Consultant (ChFC®)
Chartered Life Underwriter (CLU®)
Chartered Property Casualty Underwriter (CPCU)
Associate, Insurances Regulatory Compliance (AIRC)
Licensed & Bonded Public Insurance Adjuster
Licensed & Bonded Life, Annuity, & Health Agent
Registered CE Provider for the Florida Department of
Financial Services. Provider ID: 373645
Registered Community Association Managers (CAM) CE Provider. License #: PVD1051
Randolph Love III
Founder
Randolph Love III, the Founder of ShieldWolf Strongholds™, has been in the insurance and financial services industries for over a decade and has earned multiple professional designations. Among these designations include Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU), Associate Insurance Regulatory Compliance (AIRC), and the Chartered Property Casualty Underwriter (CPCU) designation; to name a few. He is also registered with the Florida Department of Financial Services as a pre-licensing, and continuing education instructor; Instructor ID: 1341530. These are accolades that put him among the upper echelon of his colleagues, and peers.
Amongst the ones with an insatiable, and constant yearning for more knowledge in their chosen profession(s).
His clients cannot help but benefit from what he learns, and his fearless application of any new useful information.
Randolph Love III assists individuals, and business owners with effective, tax minimizing, wealth strategies that utilize The M.I.R.A.C.L.E. Money Vehicle™, as a Wealth Strategist, and Max Funded Index Universal Life (IUL) Specialist. He helps home, and business owners with their property insurance claims, as a proactive Florida Public Insurance Adjuster. He also provides training, and consulting to corporate, federal, state, and local governing agencies, in regard to financial literacy, insurance pre-licensing, and continuing education.
Ciera Peters
Chief Operating Officer
Ciera Peters, is the Chief Operating Officer at ShieldWolf Strongholds, a Fractional CFO company that specializes in providing Business and Franchise Owners with all of the perks and benefits of having a full time Chief Financial Officer and Business Succession Planner, but for a fraction of the price.
She is also the founder of 8th and Now, a start up business coaching and project management company. 8th and Now helps business with overall foundational concepts, including short and long term goal planning, running efficient staff meetings, setting core values, establishing an accountability chart, email and sms automation buildout, and basic website buildouts.
Our Team of Strategic Partners
Andrew Victor
Vice President | Director of Planning Strategies
Andrew Auchincloss Victor has more than 24 years of experience in financial services. He specializes in strategies for Tax-efficient Income Planning, Wealth Transfer, Estate Planning, Business Succession and Insurance Planning. Victor supports advisors by presenting to their
clients (and clients’ attorneys and accountants) complex and comprehensive solutions through succinct yet actionable guidance.
● Harvard graduate
● 24 years of experience in financial services
● Consults on risk and tax mitigation strategies with a focus on lifetime income
Noell Holmberg
Director of Life Insurance
Noell’s experience as a medical surgery nurse, specializing in cardiology and neurology, gives her invaluable credibility when working with underwriters. Her persuasive advocacy results in insurers green-lighting client cases they may have otherwise denied. And her experience in handling jumbo life cases, whether $65 million or $450 million, adds even greater value to advisors and their high-net-worth clients.
Stacy Pearson
Universal Guardian Trust
Stacy brings an incredible background where she has legislated and advocates for individuals who have no voice. She has also spoken multiple times at the United Nations which brings a very unique perspective to our team approach. Stacy wears many hats at any given time and works directly with our Advisor Partners on training and mentoring them with amazing success to grow their business. Her personal style and professionalism stand apart from what most Advisors have experienced in this competitive industry.
Veronica Hill
Financial Planning & Tax Mitigation
In 1999 Veronica began her career in the financial sector on the securities side of the industry where she was Series 7 and Series 65 licensed. She moved to the life insurance side of the industry in 2005, working for a brokerage agency. Her journey on the life insurance side began in underwriting, assisting agents and their clients with obtaining the best possible offers by working hand in hand with the underwriters throughout the underwriting process. She then moved to the marketing side of the business, where she has been assisting agents by helping them to determine what is best suited for their clients based on both financial and medical information on hand.
Craig Isaacs, ChFC, CLU, RFC
Estate & Tax Planning Specialist
Craig Isaacs joined CSI Financial Group as an Estate and Tax Planning Specialist. He’s spent more than four decades serving a diverse clientele, from professional athletes, entertainers and affluent families to the middle Americans so many other firms leave behind. Craig is often called on by accountants, attorneys, and financial advisors to provide his expertise in advanced planning areas. These include but are not limited to estate & wealth transfer planning, income and estate tax planning, business succession and executive benefit planning.
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, 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.
Caroline Nahm
Funding & Customer Service Specialist
Caroline Nahm offers CSI Financial’s Advisor Partners and their clients a kind, guiding hand to help them through the process of securing their financial futures. For almost a decade she has worked with one of our key Advisor Partners, refining her skills at client service and managing the workflow for completing important processes.
Follow Us
ShieldWolf Strongholds is a wealth growth, and protection company that houses over two decades of combined total experience in the Insurance, and Financial Services industries. We specialize in helping business owners, and other high income professionals have the option of retiring, or exiting their position in less than 5-10 years. Not that you necessarily want to exit, but why not have the option?
We also assist current independently wealthy retirees with philanthropy, and repositioning their assets to be taxed advantaged, safe, and liquid. Our customers personal, and professional assets are set up to easily, and privately pass to their children, beneficiaries, or favorite charities, at death, with properestate planning.
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