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 and liabilities. Having worked with and implemented customized risk management portfolios in partnership with both prominent families and family offices, Luke understands how to tailor coverage to the unique risks and risk capacity of each of his clients.
“I am thrilled to have Luke join EPIC in our Private Client practice,” said Kevin Daley, President, Western Region Private Client Leader. “Leveraging his knowledge capital and experience will help take us to the next level, I look forward to partnering with him.”
“We are extremely excited to welcome Luke to our team. He is a private client insurance advisor at the top of the industry and carries proven expertise in advising ultra-high-net-worth individuals and families. Luke’s dedication to advocating for clients in their best interests is unparalleled,” said Steve Nelson, Chief Growth Officer, EPIC Private Client, to whom Anderson will report.
Learn more about our Private Client Practice.