THE PEOPLE BEHIND YOUR PLAN

A shared commitment.
A personal connection.

Your financial future deserves a team that takes time to understand your story.

YOUR TEAM. A NATIONAL NETWORK.

Personal relationships.
Specialized expertise.

Meet Kyle A. Shenk and the strategic network supporting estate and legacy planning.

Kyle Shenk and the eStatePlan strategic partner network
Kyle A. Shenk, RICP®
Kyle A. ShenkPrincipal & Wealth Advisor · RICP®
MEET YOUR ADVISOR

Kyle A. Shenk, RICP®

Principal & Wealth Advisor · RICP®

Kyle A. Shenk is an Investment Adviser Representative and co-founder of The Inspired Network, a Registered Investment Advisor. He works with individuals and families to bring clarity and coordination to their financial decisions by integrating estate planning, investment management, and risk protection into one cohesive strategy.

Known for helping clients identify their “next best move,” Kyle focuses on simplifying complex financial decisions and reducing inefficiencies so clients can move forward with confidence.

He holds a BS in Accounting from Susquehanna University, the RICP® designation, is Series 65 qualified, licensed in Life, Accident & Health Insurance, and is an Authorized IBC Practitioner.

Kyle lives in Atlantic Highlands, NJ, with his wife Danielle, and is actively involved with the Boys & Girls Club of Monmouth County.

OUR MISSION

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.

OUR STRATEGIC NETWORK

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
1

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. Kyle Shenk is one such Financial Professional.

LET’S PLAN WHAT’S NEXT

Your next chapter starts
with a conversation.

Schedule a Consultation