Our Team

Joseph Eppy

President & Chief Visionary Officer, Insurance and Investment Advisor

954-271-7888

[email protected]

Samuel A. Eppy

Insurance and Investment Adviser | Registered Representative | Managing Associate

[email protected]

Craig Eppy

Registered Representative | Special Needs Division

954-271-7888

[email protected]

Fran Eppy

VP Administrative Operations | Financial Services Professional | Chief Operating Officer

[email protected]

David Baldinger

Registered Representative

[email protected]

Elliott Brody

Registered Representative

[email protected]

Gary Ciampitti

Insurance and Investment Advisor

[email protected]

Magda Estela

Insurance Business Administration | Licensed Insurance Agent

[email protected]

Ellen Kreshover

Executive Assistant to Stacie Spielfogel

[email protected]

Mary Nishimoto Veszi

Practice Management-Joe's Team

954-271-7888

[email protected]

John Saylor

Financial Services Professional

[email protected]

Stacie L. Spielfogel

Insurance & Investment Advisor

[email protected]

Rachel Yablon

Administrative Assistant to Sam & Craig Eppy

[email protected]

Chris Chiapetta

Financial Services Representative

954-271-7888

[email protected]

Chrissy Eynon

Financial Services Representative

954-271-7888

[email protected]

Dorlene Pierre

Executive Assistant-Joe's Team

954-271-7888

[email protected]

Dylan Tadros

Para-Planner- Joe's Team

954-271-7888

[email protected]

Ilene Burkart

Financial Services Representative

[email protected]

Jack Reinoehl

Financial Services Representative

614-747-5720

[email protected]

John Davenport

Financial Services Representative

954-271-7888

[email protected]

Lyndon Smith

Financial Services Representative

954-271-7888

[email protected]

Maria Valenziano

Executive Assistant to Craig & Sam Eppy

[email protected]