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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/

EPIC Welcomes Kerry Connor

… partnered closely with consultants, enrollment firms, benefits administration providers and employers across all markets on the development and delivery of new and innovative genomic benefit programs. “Kerry brings a great balance of direct sales experience as well as working collaboratively with the brokerage community. I have no doubt that her leadership will bring incredible value to our clients either directly or through their current EPIC advisors. Workforce changes have made customization of family benefits on an individual basis an essential service,” commented Craig Hasday, President, National Employee Benefits Practice. Connor holds a B.S. in Marketing from Drexel University. Learn …

https://www.epicbrokers.com/insights/epic-welcomes-kerry-connor/

Capacity Benefits & Financial Services is now EPIC

Capacity Benefits & Financial Services Group and EPIC Insurance Brokers & Consultants have joined forces. Operating as one EPIC company, you can now find information about our shared capabilities and the additional resources available for our clients on epicbrokers.com.   Learn More About Our Combined Resources Industry Specialties Product Suite Programs Insights About EPIC A unique and innovative retail property & casualty and employee benefits insurance brokerage and consulting firm, EPIC was founded in San Francisco, California in 2007 and now has leadership and major regional offices across the country. EPIC Insurance Brokers and Consultants has a depth of industry expertise across key …

https://www.epicbrokers.com/capacity-benefits-is-now-epic/