EPIC Insurance Brokers & Consultants welcomes a team of experienced professionals to its national Private Client Practice, further expanding its growth and national footprint.
The team, who came to EPIC from Seeman Holtz’s Private Client Group, includes Managing Principal Alex Petterson, Certified Advisor of Personal Insurance, Insurance Advisor Scott Medley and Private Account Manager Jennifer Magaro.
“In hiring this accomplished team, our clients will benefit from the experience, insight and attention to detail of professionals who are singularly focused on expanding our valuable asset protection services to highly successful individuals and their families,” said Tim Brenneman, President of the EPIC Private Client Practice.
Petterson brings decades of experience providing risk management and tailored service to highly successful individuals and their families. After working for 15 years as a top-performing Vice President for Marsh & McLennan Companies, Petterson founded the Seeman Holtz Private Client Group. In less than two years, he grew it to become a Cornerstone Agency with Chubb.
“We are thrilled to begin helping clients as part of the EPIC family,” said Petterson. As a leader in the Private Client space, the EPIC team understands that to be successful, our service model must be tailored to the individual needs of the client. A client-centric service model allows the advisor to provide a better experience and strengthens the advisor/client relationship. We’re confident clients will appreciate our insight, authenticity, and commitment to understanding, anticipating and exceeding their needs.”
Along with Petterson, clients will benefit from the tailored services of former Seeman Holtz Private Client Group associates, Medley and Magaro. After beginning his career as a financial planner with MassMutual, Medley founded and grew two successful insurance agencies focused on meeting the needs of high end private clients. Medley managed those agencies for ten years before merging with Seeman Holtz Private Client Group and joining EPIC. Magaro began her career in insurance nine years ago and in 2016, shifted her insurance focus to serving the needs of Private Clients, providing concierge-level service to affluent clients and their families.
Private Account Manager