THE VISION
Empowering 100 Million Families to Financial Independence
Bridging Faith and Financial Literacy for a Brighter Future for Congregations and Families.
Inspired to Make a Difference
At GFI Financial Empowerment, we believe every family and congregation deserves the opportunity to thrive. The journey began when we witnessed how financial instability and a lack of literacy were holding back individuals and communities from reaching their full potential.
Realizing the transformative impact of financial education, we were inspired to create tools and strategies that align with spiritual values. By empowering faith-based organizations with financial literacy, we aim to unlock their potential to expand their missions and make a lasting difference.
Meet the Team
Leland Rubin
Executive Vice ChairmanWith over 18 years of experience in the financial industry, Leland Rubin has built a distinguished career dedicated to empowering professionals and organizations with strategic financial solutions. He began his journey as Vice President of International Accounts at Granite Solutions, where he honed his expertise in global financial strategies. Over time, his passion for leadership and entrepreneurship led him to become a dynamic force in the financial sector.
Rooted in a legacy of faith, Leland comes from a family of pastors—his grandfather, father, and siblings have collectively served as church leaders for over 60 years. Guided by his deep commitment to faith and financial empowerment, he took a bold step in founding the church division at Global Financial Impact. Today, he is on a mission to combat financial illiteracy within churches across the U.S. and internationally. Leland’s vision is to serve as a trusted financial partner to faith-based organizations, fostering transparency and providing actionable solutions through a structured, step-by-step approach. His goal is to ensure that churches and their members are financially equipped to create lasting legacies and sustainable growth.
Carl “CB” Phillips
Senior Marketing Director, Senior Board MemberCarl “CB” Phillips brings a wealth of experience from a corporate background in telecommunications, including roles at MCI, Verizon Business, and Telstra, where he helped global giants like Google and Amazon expand throughout the Asia-Pacific region. Driven by a passion to help families grow and protect wealth, he transitioned to GFI to pursue a mission of empowering families and congregations through financial literacy and stewardship principles.
A dedicated leader, CB oversees marketing strategy, team growth, and the implementation of inspirational financial education initiatives, ensuring individuals and communities gain the knowledge and tools to achieve lasting financial security.
Adrian Ewings
Financial Educator & Ministry LeaderWith 15 years of experience in the financial industry and 30 years in ministry, Adrian Ewings has dedicated his life to integrating faith and financial education. His journey began in the music industry, touring with renowned artists such as Kirk Franklin and David & Tamela Mann. Educated in leadership through the Devos Initiative program and mentored by Ray Bentley, Senior Pastor of Maranatha Chapel, Adrian has always had a heart for mentorship.
Adrian has led Bible studies in high schools, mentoring thousands of young people, including NBA champion Norman Powell. His passion for equipping God’s people led him to the financial industry after recognizing the lack of financial education in churches. Since then, he has worked with senior pastors, business owners, athletes, and parishioners, bringing financial knowledge and empathy to those he serves.
Adrian’s primary focus is financial education, specifically outreaching to churches and pastors through nationwide workshops, both in-person and virtual. His wealth-building workshops cover investment strategies, legacy planning, generational wealth, and financial independence. He teaches essential financial principles, including how money works, the Rule of 72, and the importance of investing resources and obtaining life insurance (both term and whole life). His workshops have been instrumental in helping pastors prepare for retirement with financial security.
Adrian is committed to teaching biblical financial stewardship—helping people manage both the ten percent (tithes) and the ninety percent of their income. Partnering with Global Financial Impact, he expands his financial education outreach through churches, conferences, and organizations, ensuring that pastors and churches gain the financial knowledge they need to thrive both spiritually and financially.
Our Team Of Strategic Partners
Carter Wilcoxson
Founder and CEO of ePIC Services CompanyFor 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. Leland Rubin is one such Financial Professional.
Rick Bailey
CEO | Advanced Planning ConsultantCamas 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, TEPGreg 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 SpecialistScott 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
Tactical Tax and Estate PlanningGreg 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 AttorneyAs 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 SpecialistHolly 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.
Our Core Values & What Sets Us Apart
Guided by Principles, Driven by Impact.
Our unique “7 Stewardship Steps” framework, rooted in both financial expertise and faith-based values, sets us apart. Unlike competitors, we combine strategic financial planning with spiritual alignment, offering solutions tailored to the unique needs of congregations.
One of our key offerings is no-cost rollovers into Fixed Indexed Annuities (FIAs), providing a secure way to protect and grow retirement savings without market risk. Through partnerships with leading financial institutions and cutting-edge financial tools, we help individuals and congregations achieve long-term financial stability.
Beyond financial solutions, our deep commitment to empowering communities fosters trust and long-term relationships, ensuring that financial well-being aligns with a greater purpose.
Strength of Character
Acting with integrity in all we do.
Respect and Loyalty
Fostering deep relationships with clients and partners.
Transparency
Building trust through open and honest communication.
Growth
Encouraging personal, financial, and spiritual development.
Leadership by Example
Setting the standard for stewardship and generosity.These principles guide us in delivering exceptional service and impactful results to our clients.
Our Mission
Empowering Generosity and Growth
Our mission is clear: to become the leading inspirational marketing financial company and empower 100 million families to achieve financial independence. We are dedicated to helping families and congregations address debt, build reserves, and foster a spirit of generosity. By enabling faith-based organizations to expand their outreach, we ensure they can fulfill their spiritual missions while enriching the lives of their members and communities.