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Our Team

Joseph Eppy

Joseph Eppy

President & Chief Visionary Officer, Insurance and Investment Advisor

Samuel Eppy

Samuel A. Eppy

Registered Representative | Managing Associate

Craig Eppy

Craig Eppy

Registered Representative | Special Needs Division

Fran Eppy

Fran Eppy

Financial Services Representative | Chief Operating Officer

Marsha Baldinger

Marsha Baldinger

Financial Service Representative

Elliott Brody

Financial Services Professional

Gary Ciampitti

Gary Ciampitti

Insurance and Investment Advisor

Magda Estela

Magda Estela

Insurance Business Administration | Licensed Insurance Agent

Karleen Foster

Executive Assistant to Denis Kleinfeld

Alexander Gordon

Alexander Gordon

Financial Services Professional

Craig Hall

Craig Hall

Financial Service Professional

Ashley Hatton

Ashley Hatton

Executive Assistant to Joseph Eppy

Nicole  Jenkins

Nicole Jenkins

Guest Relations and Community Development

Dennis Kleinfeld

Dennis Kleinfeld

Financial Service Professional

Jae Ko

Jae Ko

Financial Service Professional

Ellen Kreshover

Executive Assistant to Stacie Spielfogel

Mark Levy

Mark Levy

Financial Services Representative

Jonathan Massa

Financial Services Professional

Mary Nishimoto Veszi

Mary Nishimoto Veszi

Growth & Development Coordinator

Ignacio  Canas Olavarri

Ignacio Canas Olavarri

Financial Services Professional

Nicole Powell

Nicole Powell

Financial Service Professional

John Saylor

Financial Services Professional

Rachel Yablon

Rachel Yablon

Administrative Assistant to Sam Eppy