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Our Team

Joseph Eppy

Joseph Eppy

President and 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

Gary Ciampitti

Gary Ciampitti

Insurance and Investment Advisor

Magda Estela

Magda Estela

Insurance Business Administration | Licensed Insurance Agent

Craig Hall

Financial Service Professional

Ashley Hatton

Ashley Hatton

Executive Assistant to Joseph Eppy

Dennis Kleinfeld

Dennis Kleinfeld

Financial Service Professional

Jae Ko

Jae Ko

Financial Service Professional

Mark Levy

Financial Services Representative

Mary Nishimoto

Mary Nishimoto

Growth and Development Coordinator

Nicole Powell

Nicole Powell

Financial Service Professional

Gary Seymour

Gary Seymour

Financial Service Professional

Stacie Spielfogel

Stacie L. Spielfogel

Insurance and Investment Advisor

Rachel Yablon

Administrative Assistant to Sam Eppy

Stephen Austin

Financial Services Representative