Our Team
Andrew Auchincloss Victor
President I Principal
Andrew Auchincloss Victor has over 30 years of experience in financial services. He
specializes in strategies for Tax-efficient Income Planning, Wealth Transfer, Estate
Planning, Business Succession, and Insurance Planning. Andrew supports advisors
by presenting to their clients (and clients’ attorneys and accountants) complex and
comprehensive solutions through succinct yet actionable guidance.
• Harvard graduate
• Over 30 years of experience in financial services
• Risk and tax mitigation specialist with a focus on lifetime income
• Harvard graduate
• Over 30 years of experience in financial services
• Risk and tax mitigation specialist with a focus on lifetime income
Chris Toward
Dylan Mumm
Advanced Planning Specialist
Dylan specializes in tax and risk mitigation, life insurance analysis, annuity
planning, and point-of-sale support—delivering strategic, client-facing solutions
tailored to individual needs. His approach combines technical expertise with a
highly personalized style, making him a trusted partner in both planning and
execution.
Before joining CSI, Dylan focused on special needs planning and collaborated
closely with financial advisors and attorneys. His background includes wealth
positioning strategies, asset management, and advanced insurance-based
solutions designed to help clients preserve, grow, and transfer their wealth
effectively.
Dylan holds a degree in Economics from Colorado State University and maintains
his life insurance license.
Dylan provides advisor and client support for advanced case design, including
tax mitigation, retirement planning, and wealth management.