Practice Expands Talents within Private Client Team

EPIC is excited to announce that Sarah Adami has joined the firm as a private client advisor.

Adami 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, often with a global footprint. Sarah brings many years of experience collaborating with wealth advisors, family office heads, CPAs, and estate planning attorneys in their clients’ best interests. Sarah will be responsible for relationship development and utilize EPIC Private Client’s extremely broad and innovative solutions platform, including custom homes, high-value collector automobiles, fine art collections, mega-yacht, aviation, personal protection, and cyber solutions.

Adami has over 15 years of experience in the insurance industry and joined EPIC from USI, where she most recently served as a personal risk specialist and relationship development.

“We are ecstatic to welcome Sarah to our team. Her proven expertise and track record of success in advising successful individuals and families are supported by his dedication to advocating for clients in their best interests,” said Managing Principal Alex Petterson, to whom Adami will report.

“The addition of Sarah Adami is part of EPIC’s commitment to private client growth in the South and specifically rounds out an already significant personal insurance presence in New Orleans.” Said Kevin Daley, EPIC’s Private Client Practice President. “We are pleased to welcome Sarah and support her continued growth.”

Sarah is a native of Corpus Christi, Texas, but she’s called New Orleans home for 17 years. There, she volunteers countless hours to several local non-profit organizations.

Learn more about our Private Client practice.