About - MyLifeBroker

EXPERIENCE YOU NEED. RESULTS YOU WANT.

about MyLifeBroker

MyLifeBroker, headquartered in Wilmington, Delaware, serves clients across the United States. Our mission is to provide the families and businesses we serve with innovative financial strategies, and planning that result in financial clarity, stability, and overall financial health. Making strong commitments to our clients and building life-long relationships are tenets of success at MyLifeBroker.

MyLifeBroker provides investors custom-tailored wealth management to meet short- and long-term needs. Our goal at MyLifeBroker is to help our clients realize their financial goals by offering creative strategies through an open and transparent process to achieve financial independence.

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OUR TEAM

Meet Our Advisors

A wealth-management firm is only as good as the people it employs. That’s why we employ the best people.

Patrick Ginefra, CF2®

Founder and Certified Financial Fiduciary

As the founder of MyLifeBroker, Pat is recognized as a leading financial educator throughout the state of Delaware. For over 20 years he has worked with both federal and private-sector employers to provide retirement income planning guidance.

Pat and his staff have developed a specialty in working with retirees and those about to retire who want to protect their principal balance, ensuring a worry-free retirement income (knowing their money will last and that they won’t outlive it). Estate Planning is also one of his strengths. He has shown hundreds of retirees how to build a bridge to confidently guide their assets to their loved ones, avoiding Probate Court, nursing home spend-downs, and unnecessary taxes.

All companies promise individual attention and unbiased guidance; Pat delivers on these and offers guidance from an independent position with access to all major companies.

Pat and his wife Beth have been married for 35 years and live in Wilmington, Delaware, with their two sons Marco and Jesse, both employed in the family practice. The Ginefra family is active in their spare time, raising awareness about organ donation with the Gift of Life Foundation in the Greater Philadelphia area.

Marco Ginefra

Investment Advisor Representative

Marco was born and raised in Wilmington, Delaware and graduated from the University of Delaware in 2010. Upon joining the family financial practice, he worked case design and administration. Beginning in 2015, he took the VP role in MyLifeBroker.com’s securities division, MyLife Wealth Management. Working as an Investment Advisor Representative, Marco brings leading money managers and cutting-edge investment strategies to clients under a fiduciary responsibility.

Understanding that in today’s market climate matching risk tolerance and investment objectives is important for success. In his spare time Marco enjoys cycling throughout the Brandywine valley, spending time at the Delaware beaches and raising awareness for organ donation with The Gift of Life and Penn Transplant House.

OUR TEAM Of

Strategic Partners

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 Planning 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. Pat and Marco Ginefra are two such financial professionals.

Rick Bailey

Principal | Camas

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—insurance, irrevocable trusts, proper business entities, exempt assets, and clear asset segregation—to provide real, lasting protection.

With a simple process of inventory, risk assessment, layered protections, and regular reviews, clients gain peace of mind knowing their legacies are secure.

Asset protection isn’t just for the ultra-wealthy—it’s essential for anyone who wants to safeguard what they’ve built. Camas is here to support advisors with resources and strategies to help clients achieve lasting security.

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. Publications such as The Wall Street Journal, The New York Times, and The Financial Times of London regularly quote Greg. Additionally, Greg has appeared as an on-air expert on CNBC, Bloomberg Television, and ABC World News Tonight.

A native of Menlo Park, California, Greg is a TEP and holds a B.A. from the University of California, Davis, and an M.H.A. from the University of Minnesota.

Scott Johnson

Tax Mitigation Specialist

Scott has spent 39 years in financial services helping professionals create more efficient, balanced lives. After roles at firms like E.F. Hutton and in areas ranging from 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. A devoted husband and father of three, he lives what he teaches—being present for life’s most important moments.

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’s a former speaker and trainer for hundreds of companies throughout the country, working with advisors from Primerica Financial Services, New York Life, and Prudential to name a few.

He now specializes in Estate Planning and Business Development for ePIC Services Company. He was a member of the 1984 Rose Bowl team for University of Illinois Fighting Illini. As an athlete, Greg spends his free time staying fit, enjoying the outdoors, and traveling.

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.

Holly Halweg

Onboarding Specialist

Holly Halweg is the Onboarding Specialist at ePIC Services Company. Married to a financial advisor, she understands the needs of individuals and families planning for retirement, dealing with tax matters, and estate planning. As parents of a child with special needs, Holly and her husband engaged in volunteer work at their son’s preschool, designed for children with physical and developmental issues, including those on the autism spectrum.

Originally from Hastings-on-Hudson, NY, Holly attended the University of TX in Austin, initiating her career in the group medical insurance sector. Following marriage, she relocated to the San Francisco Bay area in California, and her family now resides in Boise, Idaho.

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We have experience working with all kinds of clients, and are excited to help you!

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OUR TEAM

We are Experienced Trial Lawyers

Our professional trial lawyers have a rich experience in varied cases. We have 1285 successful cases while our practise. At the very core of our work ethic is the belief that everyone has an important story to tell and the right to competent and fair representation. We always claim to justice.