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EPIC Welcomes Luke Anderson

Introducing Luke Anderson, a Valuable Addition to Our Private Client Practice. EPIC is excited to announce that Luke Anderson has joined the firm as Managing Principal, EPIC Private Client, Midwest Region. In his new role, Luke will be responsible for relationship development and enhancement of the dynamic private client business segment. Luke has a 15-year background in private client advisor and leadership roles. Prior to joining EPIC, he held the position of Director of Private Risk with a leading Midwest retail broker since 2017. Luke specializes in advising families and individuals, at the highest level, on their personal assets …

https://www.epicbrokers.com/insights/epic-welcomes-luke-anderson/

EPIC Welcomes Russell "Chase" Warren

EPIC Welcomes Chase Warren to the Department of Defense SkillBridge Program We are excited to announce that Chase Warren has joined the EPIC SkillBridge program as a Claims Assistant. Chase is a 20-year Retiring Air Force Veteran, beginning his journey as a Firefighter, where he held many different leadership positions throughout his career. He has spent the last four years of his military career working on his degree in Human Resources and helping others realize their dream of military service in his role as a Recruiter for the United States Air Force. Chase is training as a Claims Assistant …

https://www.epicbrokers.com/insights/epic-welcomes-russell-chase-warren/

EPIC Grows Northwest Team with Mastroni Addition

… KJ Wagner and will work alongside the West leadership team. Mastroni joins EPIC with more than 22 years of experience in commercial and executive risk, and serving in such roles as Producer, Profit Center Leader, Branch Manager and Vice President. “We are excited to add Mike Mastroni to our West leadership team,” Wagner said. “Mike’s knowledge of the Pacific Northwest and both the P&C and Employee Benefits segments will allow EPIC to expand our footprint in this market. Mike is an excellent addition to EPIC.” “Mike Mastroni will bring an energy, wealth of knowledge, expertise and leadership to …

https://www.epicbrokers.com/insights/epic-welcomes-mike-mastroni/

EPIC Welcomes Youth About Business (YAB) Interns

… fostering the development of business literacy and leadership skills necessary to be more successful in school and life. We teach students about the world of business one merger and acquisition at a time. High school students from underserved and diverse backgrounds are rarely allowed to learn about and pursue a business career. Students who participate in YAB’s programs boast a 98 percent high school graduation rate with many pursuing degrees at two- and four-year colleges, compared to a rate of 68 percent in some areas of the country. YAB enables high school students to gain access to …

https://www.epicbrokers.com/insights/epic-welcomes-youth-about-business-interns/

EPIC Welcomes Scott Boring

Boring Joins the West Region as Principal EPIC is thrilled to announce that Scott Boring has joined the company’s Employee Benefits Practice as Principal within its growing West region. In his new role, Boring will be responsible for new business development while empowering clients to make smart business decisions that result in healthier, more productive cultures with strong outputs. Boring joins EPIC with more than 25 years of experience developing and implementing strategies to drive growth and profitability. During his expansive career, Boring has demonstrated leadership, as well as sound internal financial management while controlling operational costs across complex …

https://www.epicbrokers.com/insights/epic-welcomes-scott-boring/

EPIC Welcomes Joe Breakfield

… He last served as Managing Director with 25-30 clients, generating between $1.5 – $2.3 million in client revenue. “We’re thrilled to have Joe bring his vast area of expertise to EPIC,” said BobbiJo Denofa, President of Orange County for EPIC. “Joe has been recognized as one of the top U.S. client executives for multiple years and is a leader in our industry. He has a wealth of experience in managing insurance programs across a diverse group of clientele, and we’re excited to add his leadership to our team.” Learn more about our Risk Management Practice.

https://www.epicbrokers.com/insights/epic-welcomes-joe-breakfield/

EPIC Welcomes Peter Schmitz

… him. Leveraging his knowledge capital and experience will help take us to the next level and support our clients and the firm as a whole.” Schmitz joins EPIC at a time when inflationary pressures and shifts in private and commercial flight create new priorities for the aviation industry. Schmitz’s leadership will support EPIC’s comprehensive, tailored risk management programs for aviators in a broad variety of sectors, including corporate and charter aircraft, FBOs, and regional airlines. Schmitz’s track record of market strategy, P&L management, and direction of cross-functional teams will complement the integrated, comprehensive services of …

https://www.epicbrokers.com/insights/epic-welcomes-peter-schmitz/

EPIC Continues Strategic Expansion - Acquires Larry Gordon Agency

… LGA services its customers with industry-leading life insurance and annuity products and an experienced management team with extensive knowledge in impaired risk evaluation, business insurance solutions, estate planning techniques, and financial planning tools. LGA will continue serving clients from its Chicago and Rockford, Illinois offices. In addition, the current leadership team will remain in place including principals Mike Smrt and Larry Grapenthin, with Tom Braigel serving as a consultant. “Joining Vanbridge and EPIC creates opportunities for Larry and me to provide a broader array of solutions and resources to our clients and provides our staff with new avenues for …

https://www.epicbrokers.com/insights/epic-acquires-larry-gordon-agency/