Stack Will Focus on Needs of High Net Worth Clients
EPIC Insurance Brokers and Consultants announced today that Jon Stack has joined its property & casualty team as a principal. Stack will be based in Dallas and will work with high net worth clients to assess their risk exposure while working with the EPIC team to develop strategic solutions.
Stack brings over 25 years of experience in insurance and risk consulting. Prior to joining EPIC, he ran Jon Stack Insurance & Risk Consulting where he created teams to design and service risk management and insurance programs for organizations/private clients across the US. This provided total cost analysis that allowed organizations to make more informed and insightful decisions regarding their overall risk management and total cost of insurance. He also worked at AON, where he led new business development. In this role, he developed a national high net worth client P&C insurance platform for wealth managers providing a review of clients’ exposures to risk with an unbiased approach.
“We are fortunate to welcome Jon to our growing team. His deep knowledge and expertise will be of immediate benefit to our clients and our organization,” said JoBeth Wells, Executive Managing Principal, Texas Territory Leader. Stack will report to Wells.
Tim Brenneman, President, National Private Client Practice commented, “We are pleased to welcome Jon to our Dallas office. His addition furthers EPIC’s strategy to accelerate growth in the high net worth advisory space and will serve as a launching point in Texas and across the West Region.”