Our Team of Professionals

Andrew Auchincloss Victor has been in the financial services industry for 25 years, providing counsel in the areas of Tax-efficient Income Planning, Tax-efficient Asset Planning, Wealth Transfer, Estate Planning, and Business Tax and Succession Planning.

For more than 20 years, Andrew has worked with financial advisors to present their clients, clients’ attorneys, and accountants with complex and comprehensive solutions through succinct yet actionable guidance.

Andrew’s consultative approach helps clients explore areas of opportunity in their financial plan to reduce or even eliminate unnecessary taxation. He’s created a proprietary wealth development and management model which has helped hundreds of clients secure a solid financial plan while going through the process of ‘Divorcing the IRS’.

Andrew graduated from Harvard in 1993 with a bachelor’s degree in Government with a focus on Economics. Andrew and his wife Sarah have two sons, Jacob and Jack, and enjoy playing golf and tennis.

Shauna A. Wekherlien, CPA, MTax, CTC, CTS, is a Top 1% ranked, highly sought-after Tax Strategist focusing on successful business owners, entrepreneurs, and investors paying $100k in taxes or more annually. Having founded Tax Goddess Business Services, PC in 2004, she has built a large global team of specialists who use "plain language" (not tax code) to help her clients massively reduce their tax burdens (current average tax rate for her clients is 6.92% with $740 million+ of savings so far).  She is engaging, enthusiastic, and been called a "pure joy" to work with - making taxes "fun."

Anson McDaniel brings more than 40 years of experience in financial services. He holds a Series 66 securities license, as well as licenses in life insurance, and property and casualty insurance. His passion lies in serving families through multi-generational legacy planning.

As a seasoned advisor, Anson plays a key role in integrating the Tactical Tax team’s deep bench of tax strategists, estate planners, and risk specialists to deliver comprehensive and highly personalized solutions to clients. His approach reflects both technical depth and relational warmth, shaped by decades of client engagement and his own lived experience in building family legacy.

Anson and Beth have been married 43 years with three children and nine Grandchildren (and counting…hopefully). He has had the rare and profound privilege of working alongside his son for over 23 years and more recently with his daughter as well—making legacy planning not just his profession, but his personal story.

As Chief Revenue Officer, Court leads the firm’s growth strategy and revenue leadership, aligning marketing efforts with the real needs of Tactical Tax’s clients. He specializes in advising high-net-worth individuals, identifying strategic solutions to optimize their wealth and tax planning, while assisting our advisors to achieve impactful growth. 

Court brings deep experience working alongside successful business owners and stakeholders, providing guidance that drives growth, strengthens revenue strategies, and helps architect enduring legacies for clients. 

Dylan Mumm is a Financial Planner with extensive experience in the analysis of a wide array of financial positioning. An expert in the implementation of Structured Settlements, alternative assets, life insurance, and securities positioning, he has spent his career advising attorneys, advisors and their clients on the forecasting, implementation and future management of their assets. Dylan holds his Series 65 license as well as life licenses. Dylan’s educational background is in the field of Economics from Colorado State University.​​

Since 2005, Marcus Foote has compiled a databank of hundreds of companies for which he has performed QDROs and estimates approximately 2,000 executed QDROs. Marcus has been qualified as an expert in multiple Louisiana district courts for testimony regarding retirement plans. Marcus also serves as a consultant for attorneys throughout Louisiana advising in niche areas of community property and strategic planning, retirement plan valuations, preparation of retirement division orders, and military pension benefits.
In 2014, after years of executing QDROs for divorcing parties, he developed the concept and procedure for executing QDROs for couples who are married with no plans to separate or divorce. With the assistance and advice of several financial advisors, he and his team developed a nationwide practice assisting financial advisors and their clients access qualified funds to use in a variety of strategies.

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.

With over 15 years of customer service, management, mortgage, and banking experience, Megan left the world of banking to support Tactical Tax. She specializes in helping individuals in the financial world with a focus on communication, trust, and personalized service. Her career has been built on strong customer support, improving processes, and using technology to make banking easier and more efficient. She is passionate about service and clear communication with clients and co-workers. Megan assists our president with a focus on customer service and office support.

Richard Brenner, a graduate of Lafayette College, with a B.A. in Economics and Business, has been assisting families with wealth preservation strategies for nearly 20 years.
Richards’ clients are appreciative of his financial expertise and the way he explains conservative options for the challenges of transitioning from working into retirement. He is passionate about helping others establish a clear plan for their future and provide security to their loved ones. The biggest concern people have in retirement is running out of money. Richard solves this issue.

Noell Holmberg’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.

Meghan brings heart and clarity to every client interaction. As Anson’s administrative assistant, she plays a key role in supporting the legacy planning process with empathy, attention to detail, and deep understanding of family dynamics.

Known for her kindness and intuitive insight, Meghan is passionate about seeing families’ legacy plans come together in ways that truly reflect their values and long-term vision. She brings a calming presence and a high standard of service to the Tactical Tax team.

Meghan and her husband Brien are the proud parents of two, Charley and Lyla Jo.

As a Client Relations Manager, Zack brings a client-focused approach built on years of experience in the hospitality industry. With a strong background in service, communication, and problem-solving, he is dedicated to creating lasting client relationships and delivering a seamless, supportive experience. Zack is committed to continued learning and professional development, with the goal of growing deeper into the industry and building a long-term career helping clients achieve their financial goals.