Private Client / Executive Private Client Services

In addition to mitigating risk and protecting assets for our private clients, EPIC is able to serve the personal financial needs of the client by providing access to some of the strongest financial and wealth preservation tools and strategies available. 


What to Expect with EPIC


Our consultants work with clients individually to develop customized insurance and financial strategies related to:

  • Life Insurance Planning
  • Estate Planning
  • Wealth Transfer Techniques
  • Business Succession Planning
  • Disability Income Replacement
  • Long-Term Care Financing Strategies
  • Personal Retirement Planning
  • Wealth Management Services

Our Leaders

Tim Brenneman Headshot
Timothy L. Brenneman, CIC

President and National Private Client Practice Leader

Carol Roberts Headshot
Carol Roberts

Managing Principal, Global Leader Super Yachts – New York, NY

Susan Cereghino Headshot
Susan Cereghino

Sr. Vice President - San Francisco, CA

Stan Sanchez Headshot
Stan Sanchez

Principal - San Ramon, CA

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Contact us to see how we can help your business.