Personal relationships.
Specialized expertise.
Meet Mike Ward and the strategic network supporting estate and legacy planning.
Mike Ward
Senior Vice President / Digital Trust & Estate Planning SpecialistMike Ward graduated from the University of North Texas in 1997 with a bachelor’s degree in Strategic Management and Marketing. Mike is the Vice President of the Ascension Group. Mike has been in the financial services industry for 25 years. Mike has worked as an independent broker aligning himself with a team of experts specializing in Estate & Trust Planning, Tax-free Retirement 'Planning, Bank on yourself Strategies & Wealth Accumulation & Protection. His current team includes Estate and Trust Attorneys, a Harvard Graduate Tax Strategist, High Net Worth Financial Planning Experts and Corporate Trust. His team’s consultative approach consists of meeting with clients to diagnose their largest needs and services range from Estate Planning (Legal Services), Tax Mitigation and Financial growth strategies. Once he determines the largest need he’ll bring in one of his specialists to address that need solely until it meets a standard of satisfaction. Then he methodically goes down the list of items that need financial attention in the client’s request. Mike loves to travel, play golf & tennis and help people reach their goals and dreams.
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Allen Warchol
President / Wealth ManagerAllen Edward Warchol graduated from the University of North Texas in 1999 with a bachelors degree in Finance. Allen has been in the financial services industry for 24 years. Allen previously worked in the high-net-worth division at Bank of America where he gained an array of experience in Retirement income growth, Tax Efficiency, Income Planning, as well as Wealth and Estate Planning. For the past 24 years Allen has been assisting families and business owners grow their nest egg while protecting their assets and reducing taxes as much as possible through different tax mitigation strategies. Allen is the President and Founder of The Ascension Group. His consultative approach consists of meeting with clients to diagnose their largest needs and services range from Estate Planning (Legal Services), Tax Mitigation and Financial growth strategies. Once he determines the largest need he’ll bring in one of his specialists to address that need solely until it meets a standard of satisfaction. Then he methodically will go down the list of items that need financial attention in the client’s request. Allen and his wife Carmina have 2 daughters, Juliana and Marisa. In Allen’s free time he enjoys exercising in CrossFit, travelling, and playing golf.
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Ally Dreslinski
Vice PresidentAlly Dreslinski brings over 20 years of global experience driving meaningful impact across the Financial, Health, and Personal Development sectors. As a trusted expert in Strategic Wealth Management, she leads a highly trained team committed to educating clients, guiding them toward their investment goals, and protecting their wealth every step of the way. In partnership with The Ascension Group, Ally offers comprehensive financial services including Estate Planning, Trust Planning, Tax-Free Retirement Strategies, Wealth Accumulation, and Asset Protection. Her elite team includes Estate and Trust Attorneys, a Harvard-educated Tax Strategist, High Net Worth Planning Experts, and Corporate Trust Specialists. Ally takes a personalized, consultative approach—meeting with clients to uncover their most urgent financial needs, then bringing in the right specialists to resolve those issues before systematically addressing every financial detail using her proven Financial Wealth & Estate Checklist. What truly sets her apart is her passion for helping others reach their goals and dreams. Outside of her professional work, Ally enjoys traveling with her four children, dancing to Zumba, and staying active.
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Kit Boyer
Realtor and Team LeadDriven by a passion for serving others and delivering results, I’m proud to call Dallas home—and even prouder to help my clients successfully find theirs. As a Team Lead, I bring not only personal expertise but also the strength, strategy, and support of a dedicated team to ensure every client receives exceptional service and winning outcomes. Real estate is more than a transaction to me; it’s about building lasting relationships and guiding you with clarity, strategy, and confidence every step of the way. I’m committed to understanding your goals and turning them into results—whether that means securing the right home, maximizing your investment, or navigating the market with a competitive edge. My approach is rooted in honesty, strong communication, and a relentless focus on your success. Outside of real estate, I stay active in the gym and with personal training, which fuels the discipline, energy, and consistency I bring to my business. As a devoted mom and wife, I stay grounded in what matters most—home, family, and faith— carrying those values into every client relationship. Whether you’re buying your first home, upgrading, or investing, I’m here to deliver a smooth, strategic, and successful experience from start to finish.
Education.
Integrity.
Personal attention.
Working alongside our clients and a multidisciplinary team of specialists, we aim to create an elevated experience for families and small businesses seeking support with estate and financial planning.
Continuous training, ethical standards, and integrity guide how we serve.
Meet Our Strategic Partners.
Explore some of the experienced professionals who contribute specialized knowledge across estate planning, tax strategy, asset protection, trust services, and client support.
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 Stories 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.
Rick Bailey
CEO | Advanced Planning Consultant
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.
Aileen Castillo
Onboarding Specialist
Aileen Castillo is a dedicated professional with over two years of experience in the financial services industry through her work with GFI. She currently serves with ePIC Services Company, where she supports advisors and clients with organization, efficiency, and a strong attention to detail.
Prior to joining ePIC Services, Aileen worked as a Licensing Coordinator with Fusion, managing licensing and compliance requirements and assisting with advisor onboarding. She holds both a Health & Life Insurance License and a Cosmetology License, reflecting her diverse background and commitment to serving others.
Aileen is a native of Illinois, born and raised, and values integrity, consistency, and dependable service in all she does. Outside of work, she enjoys hiking, spending time outdoors, and caring for her dogs.
Annette Cannon
Onboarding Specialist
Annette is an experienced office management professional skilled in overseeing daily operations to ensure a smooth and efficient workplace. She is known for strong organizational abilities, a proactive approach, and a commitment to supporting both team members and clients. She brings an outgoing personality and a genuine passion for helping others, consistently contributing to positive outcomes and a productive office environment.
Annette is an outgoing and people-focused individual who enjoys creating positive experiences for others, both professionally and personally. Outside of work, she loves reading, spending time with friends and family, and exploring new adventures. She values meaningful connections and making the most out of every opportunity to learn and grow.