Meet the Team

Rebecca is the heart behind Blue Skye. With over 25 years of experience, she’s helped thousands of families and entrepreneurs move from dependence to true financial independence. Her specialty is tax-free retirement and legacy wealth. Rebecca’s leadership is grounded in values, education, and a belief that everyone deserves a personalized path to prosperity.

Fun Fact: She’s a mother of seven and a fierce believer in the power of family finance.

System Architect | Compensation Strategist | Advisor Advocate

Jerry makes things work—and makes sure everyone gets paid. He oversees compensation systems, onboarding, and agent support. With a mind for detail and a passion for structure, Jerry ensures Blue Skye’s operational excellence and agent-first culture.

Fun Fact: He’s as passionate about technology as he is about tacos.

Service is different to many people. The family I grew up in really emphasized the importance of integrity coupled with a mindset of belief in bigger things.

My father climbed the corporate ladder at an aerospace company and retired from that same company with a golden handshake at the age of 55. My mother ran the household, raised three girls, has the most infectious laugh and a heart of gold.

Much of my entrepreneurial spirit comes from my dad. The heart and the authenticity that drives me to serve people to the best of my ability, I credit to my mom. I’ve been blessed to run my own company for 30 years and, aside from my children and husband, helping others gain peace of mind and financial freedom is my passion.

Innovator | Empowerment Architect | Financial Wellness Advocate

Zara stands out for her unwavering dedication to empowering clients with truly individualized financial strategies. With a steadfast focus on each client’s life goals and financial aspirations, she specializes in designing tailored pathways from financial uncertainty to clarity and abundance. Zara’s approach blends compassion, insight, and education—demystifying complex financial concepts and championing holistic well-being so that every client feels seen, heard, and secure on their journey to lasting prosperity.

Fun Fact: Zara’s first job at NASA’s Moffett Field brought her in touch with scientists and astronauts, inciting her love of research.

Visionary Leader |  Team Mindset Mentor |  Wealth Management Advocate |

As a passionate all-encompassing, financial planner, I help individuals and families — of all shapes, sizes, and communities 🏳️‍🌈— build lasting financial security. I see insurance not just as protection, but as a powerful tool for creating generational wealth and long-term stability. I strongly focus on education and open communication — and with access to one hundred A rated carries —  I am able to empower all clients to make informed decisions that align with their values and goals. My mission is to be more than just a broker — I aim to be a trusted partner, guiding you through financial complexities toward peace of mind and a brighter, more secure future.

Fun fact: Joshua is also a professional trained Singer.

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. Blue Skye Financial is one such Financial Professional Organization.

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.

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.

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.

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.

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.​

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.