SEARCH

Showing 170 results found

EPIC Expands into New Territory with Acquisition of Treloar & Heisel

… Academy of Implant Dentistry. By being an integral part of these associations, Treloar & Heisel advisors can truly partner with the dental and medical professionals for whom they provide support and services. Scott Fehrs, ChFC®, Chief Executive Officer and Kenneth Thomalla, CPA, CLU®, CFP®, Chief Operating Officer of Treloar & Heisel will remain a part of the leadership team as they join the EPIC organization. “Our team is very excited about the opportunities ahead with EPIC. The collaboration will bring both businesses added knowledge capital and business clout. By further collaborating with the experts in the specialty practices across

https://www.epicbrokers.com/insights/epic-acquires-treloar-heisel/

Crawford McInnis

Leadership Biography Crawford McInnis serves as Chief Sales Officer at EPIC Insurance Brokers and Consultants, where he leads national sales strategy and execution across a diverse portfolio of business units and regions. A dynamic and visionary leader, Crawford is passionate about advancing a value-driven sales culture, one that prioritizes client outcomes, consultative engagement, and long-term partnerships. Under his leadership, EPIC has embraced proprietary technology and artificial intelligence to elevate the producer experience and drive a more insight-led, value-based approach to sales. Crawford’s commitment to innovation is matched by his ability to inspire and mobilize large …

https://www.epicbrokers.com/about/our-leadership/crawford-mcinnis/

Steve Nelson as Chief Growth Officer, Private Client Practice

… and his private client intellectual capital make him the perfect fit for this position. He brings over 30 years of personal risk management and experience advising some of the wealthiest families in the world. “We are pleased to elevate a highly regarded private client professional like Steve Nelson into national leadership.  This is another example of EPIC’s commitment to building a dedicated platform for high-net-worth clients and their advisors,” commented Tim Brenneman, President of EPIC Private Client Practice. EPIC CEO Steve Denton, agreed, “We couldn’t be more excited to have Steve step into this role and …

https://www.epicbrokers.com/insights/steve-nelson-is-chief-growth-officer/

Sal Lona Joins EPIC

… Benefits Leader, Lona will work from the firm’s Los Angeles office. “We are excited and energized to have Sal join our rapidly expanding EPIC team in Los Angeles,” noted Clemo. “As we continue to grow, maintaining an outstanding culture is critical to our success.  Sal’s experience, expertise and leadership will play a crucial role in one of EPIC’s fastest growing markets.” Lona joins EPIC from Aon where he spent the last 17 years. His experience includes working with middle and large market clients across the U.S. and globally. Lona’s leadership roles include Middle Market Leader …

https://www.epicbrokers.com/insights/sal-lona-joins-epic/

EPIC Ranks in Top Tier of the 100 Best Companies to Work for in Texas

… employees. “This award means more than most, because it reflects our team members’ true sentiments about what it means to be EPIC. Putting our people first is one of our core EPICness values,” said JoBeth Wells, Managing Principal, Texas Territory. West Region President KJ Wagner stated “Under JoBeth Wells’s leadership our employees spoke loud and clear – we are truly living our values of respecting, challenging, valuing, and trusting our team members. In turn, our teams continue to respond with passion, loyalty, and the highest level of performance.” In order to be eligible, companies had to have at least 15 …

https://www.epicbrokers.com/insights/epic-ranks-in-top-tier-of-the-100-best-companies-to-work-for-in-texas/

David McNeil Receives Broker of the Year Award

… our success and proudly call him a valued partner and trusted advisor.” McNeil serves on several federal, state, and local task forces for critical infrastructure exposure mitigation, transfer, and avoidance. He is an executive producer and an advisory member of the American Association of Water Distribution & Management (AAWD&M) Thought Leadership Lab Video Module Series, a resource that helps CalMutuals-JPRIMA insureds/members stay abreast of risk management best practices and emerging issues. He represents many mutual water companies, public water districts and investor-owned utilities, with many client relationships spanning decades of service. “It’s an honor to be …

https://www.epicbrokers.com/insights/david-mcneil-receives-broker-of-the-year-award/

Crawford McInnis Named Chief Sales Officer

… He was joined by his two business partners, Brian Tanner and Wilson Long. Tanner will lead the Specialty Construction practice, as managing principal, going forward as McInnis moves into his expanded role. In past roles, McInnis was recognized as a top consultant making him a natural fit for the sales leadership role. “We are excited about what the future holds as we take the next steps in the evolution of our sales with Crawford leading sales and focusing on organic growth,” said Philip Moyles. Crawford brings nearly 30 years of risk management and insurance knowledge to his role as Chief …

https://www.epicbrokers.com/insights/crawford-mcinnis-named-chief-sales-officer/

Webinar Recording Now Available: Cybersecurity Survival Guide from Expert IT, Cyber, and Claims Panel

… Speakers: Vlad Yekelchik Chief Information Officer, EPIC As a Senior Technology Leader, Vlad manages all Information Technology (IT) end-to-end, including information security, architecture, application development, data analytics, cyber insurance consultative services, supporting daily network operations, and sourcing new technology solutions. Prior to joining EPIC, Vlad held various senior leadership positions with leading global banking and insurance organizations. He brings over 30 years of Information Technology, Security Infrastructure and Application Solutions experience. Most recently he served as the Chief Technology Officer with AssuredPartners where he was responsible for leading their technology strategy and implementation. Previously, he spent over 10 …

https://www.epicbrokers.com/insights/cybersecurity-survival-guide-from-expert-it-cyber-and-claims-panel/