Sheri Clark Joins the Midwest Region as Vice President, EPIC Private Client
EPIC Private Client, a top 12 private client insurance leader, welcomes Sheri Clark, CAPI, CPRIA to their national private client platform as Vice-President / Service Team Leader.
Clark joins the firm’s growing EPIC National Private Client practice, which excels in providing client advocacy to the most affluent families and their advisors across the United States and often with a global footprint. Sheri brings many years of experience collaborating with family office heads, wealth advisors and CPAs, in helping to manage their clients’ most complex risks. Sheri will maintain her family office focus and utilize EPIC Private Client’s extremely broad and innovative platform of solutions including custom homes, high value collector automobiles, fine art collections, mega-yacht, aviation, personal protection, and cyber solutions.
Clark brings over 17 years of private client focused insurance industry experience to EPIC. She joins EPIC from Lockton, where she was a leader in the family office risk management practice and guided the largest and most complex family office relationships.
“We are ecstatic to welcome Sheri to our team. Her proven expertise and track record of success in advising the largest and most complex family risks is supported by her dedication to advocate for clients in their best interests,” said Chief Growth Officer Steve Nelson.
Clark earned a Bachelor of Arts degree in Technical Journalism and Marketing from Metropolitan University of Denver. She has earned the prestigious CAPI (Certified Advisor of Person Insurance – Wharton Executive Education Program) and CPRIA (Chartered Private Risk and Insurance Advisor) designations and maintains a professional affiliation with Private Risk Management Association (PRMA). Sheri holds a seat on the Children’s Hospital of Minnesota Advisory Board.
Learn more about our Private Client Practice.
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