Author Archives: EPIC Insurance Brokers and Consultants

EPIC Continues Strategic Expansion of Life and Executive Benefits Platform – Acquires Larry Gordon Agency

CHICAGO, Ill. /ScoopCloud/ -- EPIC Insurance Brokers and Consultants ("EPIC") announced today that it has acquired Larry Gordon Agency ("LGA"). The acquisition continues the strategic expansion of EPIC's geographic footprint in the Midwest across its life insurance, executive benefits, and financial advisory distribution businesses under the Vanbridge Life and Executive Benefits umbrella.

Established in 1965, the Larry Gordon Agency was one of the first independent brokerage agencies in the country and pioneered the concept of providing brokers a diversified mix of life insurance options with access to multiple carriers. Today, 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 to serve clients from its offices in Chicago and Rockford, Illinois. 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 growth and development," said Mike Smrt, advisor and long-time partner at LGA. "Our agency has succeeded for more than 57 years because of our commitment to identifying the best products for clients' needs, and a shared sense of tenacity and commitment to results. We are excited what we can continue to achieve in partnership with Vanbridge and EPIC as we join their platform."

"I have been fortunate to know Tom, Larry and Mike for many years and have admired their approach to their business. The addition of the LGA team will enable our Life and Executive Benefits practice to become more efficient, grow organically at a higher rate, and improve on the best-in-class service delivered to our clients," said Tom Bellig, EPIC Life and Executive Benefits and Managing Principal of Vanbridge.

"We are thrilled to continue our expansion in the Midwest with the addition of LGA, whose vision and values align strongly with ours. We are proud that LGA has chosen to partner with us and honored to welcome Mike, Larry and the entire LGA team to the EPIC and Vanbridge family," concluded Mitchell K. Smith, EPIC Life and Executive Benefits and Managing Principal of Vanbridge.

About EPIC Brokers & Consultants:

EPIC Insurance Brokers & Consultants has more than 2,800 team members operating from more than 80 offices across the U.S., providing Property and Casualty, Employee Benefits, Specialty Programs, and Private Client solutions to EPIC clients. Visit: https://www.epicbrokers.com/.

About Vanbridge Life and Executive Benefits:

Vanbridge's Life and Executive Benefits division provides coordinated advice about insurance planning, executive benefits, estate, tax, distributions, business succession, and other related financial matters. Our clients rely on our team to identify relevant areas of risk, ask clarifying and exploratory questions to identify goals, generate custom solutions and manage the implementation in conjunction with their legal and tax advisors, when applicable.

Vanbridge's infrastructure, tools, services, and strategies cater to RIAs, Family Offices, CPA firms and financial service professionals and institutions. We have assembled a distinguished interdisciplinary team that combines the best in life and annuity, capital markets, tax, and legal expertise. A true independent firm with offices and leadership across the country, Vanbridge provides objective access to the world's leading carriers across life insurance, annuities, disability income, long-term care, and linked benefits. Visit: https://www.vanbridge.com/.

About Larry Gordon Agency:

Established in 1965, the Larry Gordon Agency was one of the first independent brokerage agencies in the country to pioneer the concept of providing brokers a diversified mix of life insurance options with access to multiple carriers. LGA has been synonymous with performance and expertise specializing in multiple carrier management, aggressive impaired risk underwriting and an extensive annuity portfolio. Visit: https://www.lganet.com/

EPIC Insurance Brokers and Consultants ("EPIC") announced today that it has acquired Larry Gordon Agency ("LGA"). The acquisition continues the strategic expansion of EPIC's geographic footprint in the Midwest across its life insurance, executive benefits, and financial advisory distribution businesses under the Vanbridge Life and Executive Benefits umbrella.

Related link: https://www.epicbrokers.com/

EPIC Expands Northern California Presence with Acquisition of SLCO LLC

SAN FRANCISCO, Calif. /ScoopCloud/ -- EPIC Insurance Brokers and Consultants announced it has acquired SLCO LLC, headquartered in Lafayette, California. The acquisition expands EPIC's growing presence in Northern California and adds to its client offerings both regionally and nationally.

SLCO is an established leader in employee benefits, property & casualty, and personal lines. It is known nationwide for its comprehensive service capabilities, sophisticated product offerings and customized insurance solutions. SLCO will continue to serve clients from its offices in Lafayette, Santa Rosa, and Novato, California, under the leadership of Matthew M. Sitzmann, SLCO practice leader.

"Our team is excited about the opportunities ahead with EPIC. The partnership will bring both businesses added knowledge, market reach and expanded resources. We anticipate numerous opportunities to collaborate with EPIC in ways that will greatly benefit our clients and employees," said Sitzmann.

KJ Wagner, President, West Region with EPIC said, "SLCO brings extraordinary talent and client services to the EPIC Retail West business region. The SLCO team will expand and strengthen our presence within Northern California, and throughout the country, as we look forward to achieving great success together."

About EPIC Brokers & Consultants:

EPIC Insurance Brokers & Consultants has more than 2,800 team members operating from more than 80 offices across the U.S., providing Property and Casualty, Employee Benefits, Specialty Programs, and Private Client solutions to EPIC clients.

For more information on EPIC, visit: https://www.epicbrokers.com/

EPIC Insurance Brokers and Consultants announced it has acquired SLCO LLC, headquartered in Lafayette, California. The acquisition expands EPIC's growing presence in Northern California and adds to its client offerings both regionally and nationally.

Related link: https://www.epicbrokers.com/

Anita Huang Joins EPIC’s Life and Executive Benefits Practice

SAN FRANCISCO, Calif. /ScoopCloud/ -- EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Anita Huang has joined the firm as a Senior Vice President within its Life and Executive Benefits practice managed by Vanbridge, an EPIC company.

Huang has over 20 years of experience in the financial services industry and possesses a unique understanding of the financial and insurance markets in Asia and the United States. She is bilingual in Mandarin and English and specializes in working with affluent and high-net-worth clients, many of whom recently immigrated to the U.S. She has a proven ability to develop and maintain strong relationships with financial professionals and their clients, assisting them with planning solutions that leverage insurance. Huang will be based in Southern California while enhancing our capabilities across our national teams in the financial services space.

"I am honored to be able to welcome Anita to the EPIC and Vanbridge Life & Executive Benefits team. She has a great reputation in the industry and will be a valued member of our team. We are looking forward to drawing on her expertise to deepen the unique relationships we have been able to develop," said Tom Bellig, Managing Principal, Vanbridge Life and Executive Benefits.

About EPIC Brokers & Consultants:

EPIC Insurance Brokers & Consultants has more than 2,800 team members operating from more than 80 offices across the U.S., providing Property and Casualty, Employee Benefits, Specialty Programs, and Private Client solutions to EPIC clients. Visit: https://www.epicbrokers.com/ .

About Vanbridge Life and Executive Benefits:

Vanbridge's Life and Executive Benefits division provides coordinated advice about insurance planning, executive benefits, estate, tax, distributions, business succession, and other related financial matters. Our clients rely on our team to identify relevant areas of risk, ask clarifying and exploratory questions to identify goals, generate custom solutions and manage the implementation in conjunction with their legal and tax advisors, when applicable.

Vanbridge's infrastructure, tools, services, and strategies cater to RIAs, Family Offices, CPA firms and financial service professionals and institutions. We have assembled a distinguished interdisciplinary team that combines the best in life and annuity, capital markets, tax, and legal expertise. A true independent firm with offices and leadership across the country, Vanbridge provides objective access to the world's leading carriers across life insurance, annuities, disability income, long-term care, and linked benefits. Visit: https://www.vanbridge.com/.

EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Anita Huang has joined the firm as a Senior Vice President within its Life and Executive Benefits practice managed by Vanbridge, an EPIC company.

Related link: https://www.epicbrokers.com/

EPIC Expands Life and Executive Benefits Platform with Acquisition of The National Benefit Corp

WEST DES MOINES, Iowa /ScoopCloud/ -- EPIC Insurance Brokers and Consultants ("EPIC") announced today that it has acquired The National Benefit Corp ("TNBC"). The acquisition further expands EPIC's geographic footprint in the Midwest across its life insurance, executive benefits, and financial advisory distribution businesses under the Vanbridge Life and Executive Benefits umbrella. The transaction continues to broaden the reach of EPIC's current Life and Executive Benefits practice and provides TNBC with an expanded and complementary portfolio of products and resources to facilitate growth and enhance client service.

Founded in 1977, TNBC is a full-service insurance marketing organization and a trusted insurance and annuity partner for advisors across the country. TNBC offers advisors a diverse line of financial products including Life, Long-Term Care and Disability Income insurance along with a specialization in Annuity solutions. The current leadership team of TNBC, including President John Gilbert, will remain intact upon joining the EPIC organization. Gilbert also serves as Chair of the National Association of Independent Life Brokerage Agencies (NAILBA).

"Over the last 45 years, TNBC has become a leader in delivering personal relationships and independent life and annuity solutions to our incredible customers. Through this new partnership with EPIC and Vanbridge, we are very excited to be able to offer a more robust suite of solutions and best in class expertise to enhance our long-standing customer relationships," said Gilbert.

"I am fortunate to have known John Gilbert and Tom Kirke for the last decade and am very excited to welcome the team at TNBC into our collaborative organization," said Tom Bellig, EPIC Life and Executive Benefits and Managing Principal of Vanbridge.

"TNBC has cultivated a great reputation of performance within their specialty and this acquisition is an excellent opportunity for us to build on that success and drive growth - together," concluded Mitchell K. Smith, EPIC Life and Executive Benefits and Managing Principal of Vanbridge.

About EPIC Brokers & Consultants:

EPIC Insurance Brokers & Consultants has more than 2,800 team members operating from more than 80 offices across the U.S., providing Property and Casualty, Employee Benefits, Specialty Programs, and Private Client solutions to EPIC clients. Visit: https://www.epicbrokers.com/.

About Vanbridge Life and Executive Benefits:

Vanbridge's Life and Executive Benefits division provides coordinated advice about insurance planning, executive benefits, estate, tax, distributions, business succession, and other related financial matters. Clients rely on its team to identify relevant areas of risk, ask clarifying and exploratory questions to identify goals, generate custom solutions and manage the implementation in conjunction with their legal and tax advisors, when applicable. Vanbridge's infrastructure, tools, services, and strategies cater to RIAs, Family Offices, CPA firms and financial service professionals and institutions. It has assembled a distinguished interdisciplinary team that combines the best in life and annuity, capital markets, tax and legal expertise. A true independent firm with offices and leadership across the country, Vanbridge provides objective access to the world's leading carriers across life insurance, annuities, disability income, long-term care and linked benefits. Visit: https://www.vanbridge.com/.

About TNBC:

The National Benefit Corp. (TNBC) is a full-service insurance marketing organization focused on providing extraordinary service and building quality relationships with our customer, the financial services professional. TNBC streamlines the business of its customers using proprietary technology platforms and through extraordinary personal service. Life insurance, annuities, long term care and disability income insurance are the primary products that we use to strengthen the financial futures of our clients. Visit: https://www.tnbc.com/

EPIC Insurance Brokers and Consultants ("EPIC") announced today that it has acquired The National Benefit Corp ("TNBC"). The acquisition further expands EPIC's geographic footprint in the Midwest across its life insurance, executive benefits, and financial advisory distribution businesses under the Vanbridge Life and Executive Benefits umbrella.

Related link: https://www.epicbrokers.com/

EPIC Welcomes Parker Rains – Adds to Middle Market Property & Casualty Practice

NASHVILLE, Tenn. /ScoopCloud/ -- EPIC Insurance Brokers & Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Parker Rains has joined the firm as Managing Principal within its Property & Casualty Practice.

In his new position with EPIC, Rains will focus on business development and client management by providing risk management advice and consultation to help clients fulfill long-term goals for their businesses. He will be based in Nashville.

Rains was previously an executive vice president for a regional middle market commercial insurance agency, and head of its Nashville regional office, covering the Tennessee, Alabama, and Florida markets. He was named to Insurance Business magazine's 2017 Young Guns 2017, an exclusive list featuring the top 55 insurance professionals in the U.S. under the age of 35. In 2018, he was honored by appearing in Insurance Business magazine's Top Producers list, which included 80 of the top performing agents in the nation.

"We are thrilled to have Parker join our Nashville Team," commented Jim Phillips, Midwest Commercial Practice Leader for EPIC. "He brings enthusiasm and energy into every opportunity. We are excited to see what Parker can build with EPIC's significant client resources and customized solutions."

"Continuing our expansion in Tennessee, across the Southeastern Region and throughout all of EPIC is exciting and we are pleased to have someone with Parker's talents and expertise join our team," said Adam Meyerowitz, President - EPIC Midwest and Southeast Region.

Parker Rains

Email: parker.rains[at]epicbrokers.com

Phone: (615) 994-0616

About EPIC Insurance Brokers & Consultants:

EPIC Insurance Brokers & Consultants, a retail insurance brokerage, has more than 2,800 team members operating from more than eighty offices across the U.S., providing Property and Casualty, Employee Benefits, Specialty Programs, and Private Client solutions to clients. EPIC ranks among the top 15 retail insurance brokers in the U.S.

Learn more at: https://www.epicbrokers.com/

EPIC Insurance Brokers & Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Parker Rains has joined the firm as Managing Principal within its Property & Casualty Practice.

Related link: https://www.epicbrokers.com/

Roger Guilian, Former Counsel and Risk Management Expert for ENR Top 100 Engineering Firm, Bolsters Greyling Division of EPIC

ALPHARETTA, Ga. /ScoopCloud/ -- EPIC Insurance Brokers and Consultants, a national insurance brokerage and employee benefits consultant, announced today that Roger Guilian, J.D., has joined the firm's Greyling division as Senior Vice President, Risk Management.

In his new role, Guilian will be responsible for risk avoidance and management consulting; developing legal and legislative initiatives that are critical to large design firms; as well as client service. He will be based in the Fairhope, Alabama area and will report to Gregg Bundschuh, Managing Principal, Greyling, a division of EPIC.

Guilian joins Greyling from an ENR Top-100 civil engineering firm where he served as General Counsel. Prior to going in-house, Guilian was an active litigator, trying dozens of insurance defense jury trials, and litigating hundreds of suits to favorable pre-trial resolutions. During his 18-year in-house experience, Guilian gained extensive experience and knowledge in matters affecting risk and legal exposure to engineers, their firms, and other design professionals, including contracts risk management, professional liability insurance, and defense of errors & omissions claims.

In addition to being a member of the State Bar of Alabama, Guilian is deeply engaged in industry and engineering associations. Guilian currently serves on the American Council of Engineering Companies (ACEC) Risk Management Committee, ACEC Business Resources & Education Committee, ACEC Management Practices Committee, and the American Bar Association's Construction Law Forum. Guilian served as a Trustee on the ACEC Business Insurance Trust from 2020-2022, was an active contributing member of the ACEC Legal Counsel Forum from 2007-2022 and chaired the Alabama State Bar Construction Law Section in 2018.

"We are excited for Roger to join Greyling. His experience as a trusted advisor to a large, sophisticated design firm and engineering professionals will deliver immediate and direct value to our clients. His commitment to client service and professional counsel aligns perfectly with our historic practices," said Bundschuh.

Learn more about Greyling, a division of EPIC, at: https://greyling.com

About EPIC Insurance Brokers & Consultants:

EPIC Insurance Brokers & Consultants has more than 2,800 team members operating from more than 80 offices across the U.S., providing Property and Casualty, Employee Benefits, Specialty Programs, and Private Client solutions to EPIC clients. For more information on EPIC, visit: https://www.epicbrokers.com/.

EPIC Insurance Brokers and Consultants, a national insurance brokerage and employee benefits consultant, announced today that Roger Guilian, J.D., has joined the firm's Greyling division as Senior Vice President, Risk Management.

Related link: https://www.epicbrokers.com/

EPIC Welcomes Kerry Connor – Joins as National Voluntary Benefits Practice Leader

PHILADELPHIA, Pa. /ScoopCloud/ -- EPIC Insurance Brokers & Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Kerry Connor has joined EPIC to lead its National Voluntary Benefits Practice. With over 20 years of experience in the voluntary benefits space, Connor will utilize her subject matter expertise to support EPIC account teams and clients with the design, funding, and delivery of the full spectrum of voluntary benefit offerings. She will be based in the Philadelphia area.

Early in her career, Connor's aspirations focused on the voluntary benefits area. Her first step was the ownership of an enrollment firm, which served the brokerage community and companies directly in the mid and large markets. The firm was sold after 15 years to a top 100 bank. Next, her expertise in this unique space was sought out by two leading cyber security companies where she served as top national director of sales at both. Most recently, while at Genomic Life, 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.

About EPIC Insurance Brokers & Consultants:

EPIC Insurance Brokers & Consultants, a retail insurance brokerage, has more than 2,800 team members operating from more than 80 offices across the U.S., providing Property and Casualty, Employee Benefits, Specialty Programs, and Private Client solutions to clients. EPIC ranks among the top 15 retail insurance brokers in the U.S.

Learn more: https://www.epicbrokers.com/

EPIC Insurance Brokers & Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Kerry Connor has joined EPIC to lead its National Voluntary Benefits Practice.

Related link: https://www.epicbrokers.com/

EPIC Welcomes Jay Yarid – Adds to EPIC’s Employee Benefits Practice

DALLAS, Texas /ScoopCloud/ -- EPIC Insurance Brokers & Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Jay Yarid has joined the firm as Principal within its Employee Benefits Practice.

In his new position with EPIC, Yarid will focus on business development and client management by providing employee benefits consulting and strategy, including plan design and implementation, cost analysis and helping clients fulfill long-term goals for their employees and businesses. He will be based in Dallas.

Yarid is a seasoned producer with consultant and carrier experience that includes working with Aetna, a CVS Health Company, as vice president of national accounts. Prior to this role, he served as a principal within Mercer's North America Growth Practice. Yarid has worked with clients ranging from Fortune 500 to middle market companies across a wide range of industries. His background includes expertise in health and welfare products with a focus on medical, pharmacy, international, and behavioral health in addition to other benefit solutions.

"We are thrilled to have Jay join our Texas Employee Benefits Team," commented Nancy Webster, Executive Managing Principal, Texas Employee Benefits Practice Leader. "He brings enthusiasm and energy into every opportunity while delivering strategic health and welfare solutions to his clients."

"Continuing our expansion in Texas, across the West Region and throughout all of EPIC is exciting and we are pleased to have someone with Jay's talents and expertise join our team," said JoBeth Wells, President, Texas Territory.

Yarid earned a Bachelor of Business Administration degree from Southern Methodist University, and a ThM and PhD from Dallas Theological Seminary. He currently serves on the board for the Texas Business Hall of Fame, and the Associate Board for the SMU Cox School of Business. He formerly served on the DallasHR Board, the second largest Society for Human Resource Management chapter in the U.S.

Jay Yarid

jay.yarid@epicbrokers.com

Phone: 214.395.3544

About EPIC Insurance Brokers & Consultants:

EPIC Insurance Brokers & Consultants, a retail insurance brokerage, has more than 2,800 team members operating from more than eighty offices across the U.S., providing Property and Casualty, Employee Benefits, Specialty Programs, and Private Client solutions to clients. EPIC ranks among the top 15 retail insurance brokers in the U.S.

Learn more about EPIC at: https://www.epicbrokers.com/ .

Media Contact:

Betsy Van Alstyne | Betsy.vanalstyne@epicbrokers.com

EPIC Insurance Brokers & Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Jay Yarid has joined the firm as Principal within its Employee Benefits Practice.

Related link: https://www.epicbrokers.com/

EPIC Welcomes Natalia Greene, Esq.

ARLINGTON HEIGHTS, Ill. /ScoopCloud/ -- EPIC Insurance Brokers and Consultants, a national insurance brokerage and employee benefits consultant, announced today that Natalia Greene, Esq., has joined the firm's Lemme division as Senior Vice President, Risk Management.

In her new role, Natalia will be responsible for risk management services and thought leadership; claims management and advocacy; as well as client service. She will be based in the Los Angeles area and will report to John Wynn, Managing Principal, Lemme, a division of EPIC.

Natalia joins Lemme from a California-based law firm where she was a litigation partner. For over 20 years she has represented national and regional firms, as well as small professional firms and sole practitioners. In her practice, Natalia concentrated on business litigation with an emphasis in accountants' liability cases, including matters involving the SEC, the PCAOB and other administrative agencies.

In addition to being a member of the State Bar of California, Natalia is a Certified Fraud Examiner (CFE) and currently is a board member of the Association of Southern California Defense Counsel (ASCDC). She has been an active professional presenter, including as a panelist for the AICPA and ASCDC, a presenter at regional accounting firm trainings, and a guest speaker at USC's Gould School of Law.

"We are thrilled for Natalia to join the Lemme division of EPIC. Her experience as a trusted advisor to sophisticated accounting firms and professionals will deliver immediate and direct value to our clients. Her commitment to client service and professional counsel aligns perfectly with our historic practices," said Wynn.

Learn more about Lemme, a division of EPIC, at: https://lemme.com/

About EPIC Insurance Brokers & Consultants:

EPIC Insurance Brokers & Consultants has more than 2,800 team members operating from more than 80 offices across the U.S., providing Property and Casualty, Employee Benefits, Specialty Programs, and Private Client solutions to EPIC clients. For more information on EPIC, visit: https://www.epicbrokers.com/.

EPIC Insurance Brokers and Consultants, a national insurance brokerage and employee benefits consultant, announced today that Natalia Greene, Esq., has joined the firm's Lemme division as Senior Vice President, Risk Management.

Related link: https://www.epicbrokers.com/

EPIC Announces Strategic Hires in Northeast, Poises Firm for Regional Growth in Pennsylvania

HARRISBURG, Pa. /ScoopCloud/ -- EPIC Insurance Brokers & Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today it has hired a team of producers to support regional expansion in Pennsylvania.

Joining the firm as principals are Pamela Barbush, Brian Floyd, David Schlosberg, and John Shingara. The team will be responsible for business development in employee benefits, as well as property and casualty lines at EPIC.

With over 12 years of experience, Schlosberg focuses on business development, most recently as vice president at an independent brokerage firm. He completed his MBA in 2020 and holds the insurance designations of CPCU and CIC. Barbush specializes in group casualty and single parent captives. She has over 40 years of experience, dedicating the past 22 years exclusively to captive insurance with mid to large commercial clients with a focus on the construction industry.

Floyd and Shingara both bring a background in employee benefits consulting. Floyd concentrates on mid and large group markets and is a healthcare consortium and self-funded expert. He holds the designation of Advanced Charter Benefits. Shingara is a Certified Employee Benefits Specialist. His experience includes captives, self-insurance, and other risk financing techniques.

Len Scioscia, EPIC Northeast Region President, commented, "We are pleased to welcome Pamela, Brian, David, and John to EPIC in their new roles. The team, to be based near Harrisburg in central Pennsylvania, will contribute to our buildout in Pennsylvania. We currently have a Pittsburgh office and are excited to expand further across the state."

About EPIC Brokers & Consultants:

EPIC Insurance Brokers & Consultants has more than 2,800 team members operating from more than eighty offices across the U.S., providing Property and Casualty, Employee Benefits, Specialty Programs, and Private Client solutions to EPIC clients. For more information on EPIC, visit: https://www.epicbrokers.com/.

EPIC Insurance Brokers & Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today it has hired a team of producers to support regional expansion in Pennsylvania.

Related link: https://www.epicbrokers.com/

John J. Patterson Joins Vanbridge, EPIC’s Financial Services Division

SAN FRANCISCO, Calif. /ScoopCloud/ -- EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that John J. Patterson has joined the firm as Managing Principal, Head of Claims with Vanbridge, its Financial Services division.

In his role within Vanbridge, Patterson will be dedicated to managing transactional and executive liability claims from notice to resolution, as well as advising throughout the broking process with respect to structuring of coverage, legal implications of agreement language, policy wording and diligence matters. Patterson's most recent role was that of Senior Vice President, Head of U.S. Financial Lines Claims at a leading transactional risk MGU. He also served as senior claims counsel at two large insurance carriers, where he managed D&O, E&O, and transactional risk claims on behalf of private equity, hedge fund and venture capital policyholders.

Earlier in his career, Patterson was an attorney representing a leading insurance carrier in all phases of D&O, E&O, and financial institution claims and associated coverage litigation. He is currently admitted in New York and Connecticut. Patterson will be based out of Vanbridge's New York office.

"We are excited to offer John's expertise and professionalism to our clients as we work together through all aspects of their transactional risk and executive liability placements," said Greylen Mardy, Managing Principal and Transactional Risk leader.

About Vanbridge, an EPIC Company:

Vanbridge is an insurance intermediary and program management firm that provides products and services at the intersection of the insurance, private equity, and hedge fund industries. Vanbridge focuses on alternative asset management, corporate and individual high net worth clients, solving risk related issues utilizing insurance and alternative capital. Vanbridge's unique structuring and plan design techniques support various client objectives including cost reductions and enhancements to investment strategies that strengthen long-term financial performance. https://www.vanbridge.com/.

About EPIC Insurance Brokers & Consultants:

EPIC Insurance Brokers & Consultants, a retail insurance brokerage, has more than 2,600 team members operating from offices across the U.S., providing Property and Casualty, Employee Benefits, Specialty Programs, and Private Client solutions to clients. EPIC ranks among the top 15 retail insurance brokers in the U.S. https://www.epicbrokers.com/.

EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that John J. Patterson has joined the firm as Managing Principal, Head of Claims with Vanbridge, its Financial Services division.

Related link: https://www.epicbrokers.com/

EPIC Adds to Life and Executive Benefits Platform with Acquisition of Dixon Wells, Inc.

SAN FRANCISCO, Calif. /ScoopCloud/ -- EPIC Insurance Brokers and Consultants (EPIC) announced today that it has acquired Dixon Wells, Inc. (Dixon Wells) in a strategic move to expand EPIC's geographic footprint in the life insurance, executive benefits, and financial advisory distribution businesses under the Vanbridge Life and Executive Benefits umbrella. The transaction will broaden the reach of EPIC's current practice and provide Dixon Wells with an expanded suite of offerings and resources to accelerate growth and improve client service in an everchanging complex environment.

Dixon Wells partners with financial advisors on a national scale to help them grow their business by offering life, long-term care, disability, and annuity solutions for its clients to protect and transfer wealth. Dixon Wells brings teams and offices across the Southeast, Midwest and Mid-Atlantic with offices in six states. The current leadership team of Dixon Wells, including Bill Conwell, Robert Flack, Ray Hunt, and Dave Kopelcheck will remain a part of the leadership team as they join the EPIC organization.

"Our team is very excited about the opportunities ahead with Vanbridge and EPIC. Our mission has always been to provide an exceptional insurance experience to our financial advisors and agents through unparalleled service, leading products, and forward-thinking technology. By further collaborating with experts in specialty practices across EPIC and the Galway platform of companies, we will be able to bring even more resources to better serve our clients," said Conwell.

"We are excited about what the entire team from Dixon Wells means for the Life and Executive Benefits vertical. The experience they bring with navigating through market cycles will strengthen our ongoing efforts of exceptional client experience with sophisticated services for estate, personal, executive benefits, and business planning," said Mitchell K. Smith, President of EPIC Life and Executive Benefits and Managing Principal of Vanbridge.

About EPIC Brokers & Consultants:

EPIC Insurance Brokers & Consultants has more than 2,600 team members operating from more than 80 offices across the U.S., providing Property and Casualty, Employee Benefits, Specialty Programs, and Private Client solutions to EPIC clients. EPIC is part of the Galway Holdings portfolio of companies, which also includes MAI Capital Management (wealth management), Jencap Group (wholesale insurance), and various other businesses (unique technology-first firms). Galway Holdings is committed to innovation and growth through expanded specialization, internal collaboration, leveraging of technology, and strategic investment. For more information, visit: https://www.epicbrokers.com/

About Dixon Wells:

Founded in 2009, the firm represents the union of five organizations with a total of more than 125 years combined experience. This depth of knowledge offers a unique blend of high tech and high touch, where long-term relationships are the key. Dixon Wells, Inc. is now one of the fastest growing brokerage general agencies in the country. For more information, visit: https://www.dixonwells.com/

EPIC Insurance Brokers and Consultants (EPIC) announced today that it has acquired Dixon Wells, Inc. (Dixon Wells) in a strategic move to expand EPIC's geographic footprint in the life insurance, executive benefits, and financial advisory distribution businesses under the Vanbridge Life and Executive Benefits umbrella.

Related link: https://www.epicbrokers.com/

Graham V. Bayly Joins EPIC’s Midwest Region and Financial Services Division

CHICAGO, Ill. /ScoopCloud/ -- EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Graham V. Bayly has joined the firm as a managing principal and Midwest Private Equity practice leader in its Financial Services division.

Bayly joins EPIC with nearly 20 years of industry experience in the Private Equity and M&A space. During his career, he has represented business owners, management teams, and private equity firms. He has also provided transaction-facilitating insurance products for investment bankers, lawyers, and deal professionals. Bayly has a proven ability to bridge the M&A space, with considerable experience conducting pre-closing insurance due diligence, structuring transactional insurance products, developing post-closing insurance programs and budgets, and supporting post-closing representation of businesses. Bayly will be based in Chicago and New York while working with all of EPIC's national teams in the financial services space.

"The breadth of Graham's knowledge and his experience working in the Private Equity and M&A space makes him a tremendous asset to EPIC and will create value for our clients on day one. He has a proven track record of establishing long-term client relationships and the diversity of his experience is highly complementary to our existing team," said Adam Meyerowitz, President, Midwest and Southeast Region.

"Graham is joining us at an exciting time, and we're looking forward to drawing upon his significant expertise in the private equity space as we expand our footprint in the Midwest market and beyond. I expect him to play an integral role in the development of our growth strategy going forward," said Philip V. Moyles, Jr., President, Financial Services and Chief Growth Officer.

About EPIC Insurance Brokers & Consultants:

EPIC Insurance Brokers & Consultants, a retail insurance brokerage, has more than 3,100 team members operating from offices across the U.S., providing Property and Casualty, Employee Benefits, Specialty Programs, and Private Client solutions to clients. EPIC ranks among the top 15 retail insurance brokers in the U.S.

More information: https://www.epicbrokers.com/

EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Graham V. Bayly has joined the firm as a managing principal and Midwest Private Equity practice leader in its Financial Services division.

Related link: https://www.epicbrokers.com/

EPIC Marketing & Design Team Wins Communicator Awards

SAN FRANCISCO, Calif. /ScoopCloud/ -- EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that its marketing and design team has been recognized for multiple Communicator Awards for its work in 2021. The Communicator Awards are an international awards program recognizing big ideas in marketing and communications.

The team, led by Creative Director Nancy Phun and Chief Marketing Officer Sapana Nanuwa, has been recognized for two Awards of Excellence. The awards were made in the category of Campaign-Integrated Campaign for Marketing Effectiveness: "2021 Way to Wellness Campaign" and General-Insurance for Websites: "2020 Year in Review."

In addition, the team received an Award of Distinction in the category of Campaign-Business-to-Business for Integrated Campaign: "COVID-19 Awareness Campaign."

Winners were selected by the AIVA (Academy of Interactive & Visual Arts), an invitation-only group consisting of top-tier professionals from acclaimed media, communications, advertising, creative and marketing firms.

The EPIC marketing and design team has received previous recognition multiple times in the past, to include winning eight Communicator Awards during one year. The team is always looking for new, creative ways to engage its audience. And whether for internal or external purposes, the question the team always asks themselves relates to what will achieve the greatest engagement and keep people coming back for more.

"I am proud of our team and our collective achievements as highlighted by these awards. We continue to grow and evolve while delivering positive results for our team, our organization and our clients," commented Nanuwa.

These achievements come at a pivotal time in the organization's history as EPIC celebrates 15 years in business this summer. Expect additional announcements related to EPIC's growth and success in the future.

About EPIC Insurance Brokers & Consultants:

EPIC Insurance Brokers & Consultants, a retail insurance brokerage, has more than 2,600 team members operating from offices across the U.S., providing Property and Casualty, Employee Benefits, Specialty Programs, and Private Client solutions to clients. EPIC ranks among the top 15 retail insurance brokers in the U.S.

Learn more: https://www.epicbrokers.com/

EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that its marketing and design team has been recognized for multiple Communicator Awards for its work in 2021. The Communicator Awards are an international awards program recognizing big ideas in marketing and communications.

Related link: https://www.epicbrokers.com/

EPIC Welcomes Paul Lopez – Further Strengthens Entertainment & Sports Practice

SAN FRANCISCO, Calif. /ScoopCloud/ -- EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Paul Lopez has joined its Entertainment & Sports practice as a principal. He joins as part of the Los Angeles team and will be based in Irvine, California.

Lopez will play an important role in the continued development of the firm's Entertainment & Sports business and brings nearly two decades of experience. He specializes in Film, Entertainment, Rental and Staging Houses, Exhibit companies and the overall Event Management industry, Special Event companies, the Sporting Goods industry and more. His approach includes a focus on education and training for his clients. Lopez was previously with The Liberty Company Insurance Brokers.

Lopez will report to Christine Sadofsky, Executive Managing Principal, Global Entertainment & Sports Leader, who commented, "Paul will be a tremendous asset to our Entertainment & Sports practice group. His dedication to the Entertainment industry and his commitment to clients resonates with our culture and team. Paul is dynamic in his approach and has many ideas on how we can continue to build the practice."

"EPIC continues to invest in the expansion of our Entertainment & Sports Practice, and Paul brings a depth of expertise that will be of immediate benefit to our clients and our team," said Scott Davis, President, National Specialty Practices at EPIC. "Our focus on specialization is the key to EPIC's growth and success and Paul will be an important contributor," continued Davis.

Lopez is active in the community, supporting many organizations including through his volunteer work at the Los Angeles Zoo and Botanical Gardens. He serves as an adjunct instructor at the University of San Diego, providing students with a high-level overview of risk management techniques and legal issues that might arise in the areas of contracts, torts, intellectual property rights and laws and regulations.

About EPIC Insurance Brokers & Consultants:

EPIC Insurance Brokers & Consultants, a retail insurance brokerage, has more than 2,600 team members operating from more than 80 offices across the U.S., providing Property and Casualty, Employee Benefits, Specialty Programs, and Private Client solutions to clients. EPIC ranks among the top 15 retail insurance brokers in the U.S.

Learn more at: https://www.epicbrokers.com/

EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Paul Lopez has joined its Entertainment & Sports practice as a principal. He joins as part of the Los Angeles team and will be based in Irvine, California.

Related link: https://www.epicbrokers.com/

EPIC Welcomes Shelley Yim

SAN FRANCISCO, Calif. /ScoopCloud/ -- EPIC Insurance Brokers & Consultants is pleased to welcome Shelley Yim who will partner with EPIC's leadership to focus on continuing to grow the firm's footprint with large complex Risk Management clients along with helping lead EPIC's burgeoning Winery Practice. Shelley will also support EPIC's Diversity & Inclusion strategy in her role on the EPIC Inclusion Council, focusing on supporting clients with their inclusion objectives.

Shelley brings over thirty-five years of experience in the global risk and insurance segment. She most recently led Aon's West Region Middle Market brokerage teams while handling several large, complex multi-national clients in the West in several industry segments. While Shelley is known for her large client expertise, her focus on coaching, mentoring, and developing diverse teams has been her passion for the past decade.

Recently named as a 2021 Business Insurance Women to Watch award recipient, Shelley acknowledged the importance of coaches and mentors to help develop strong teams to grow our businesses for the future.

"We are extremely pleased to welcome Shelley to EPIC," said Steve Denton, EPIC CEO. "Her experience and industry-specific expertise align perfectly with our focus on delivering complex risk solutions with a deep understanding of our clients' businesses."

"We're fortunate to add Shelley to our team of experts," said Marc Kunney, EPIC's President, Risk Management and National Specialties. "Our clients will benefit instantly from her perspective and expertise, particularly in today's challenging and dynamic marketplace." Shelley will work from the firm's San Francisco office.

About EPIC Insurance Brokers & Consultants:

EPIC Insurance Brokers & Consultants, a retail insurance brokerage, has more than 2,600 team members operating from more than 80 offices across the U.S., providing Property and Casualty, Employee Benefits, Specialty Programs, and Private Client solutions to clients. EPIC ranks among the top 15 retail insurance brokers in the U.S.

Learn more: https://epicbrokers.com/

EPIC Insurance Brokers & Consultants is pleased to welcome Shelley Yim who will partner with EPIC's leadership to focus on continuing to grow the firm's footprint with large complex Risk Management clients along with helping lead EPIC's burgeoning Winery Practice.

Related link: https://www.epicbrokers.com/

Edgewood Healthcare Advisors Continues Growth with Strategic Hires

NEW YORK, N.Y. /ScoopCloud/ -- Edgewood Healthcare Advisors, a division of EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that it has hired a team of healthcare experts to help continue to expand its healthcare practice expertise in the Southeast Region.

Joining the team are Kirk Kreis and Chad May as principals, as well as Diana Nodarse as account manager. Kreis and May both have a background in insurance and consulting in professional liability, alternative risk transfer, workers' compensation, and captives in the healthcare industry. The team will be responsible for the development, cultivation, and management of new and existing business.

"We are pleased to welcome Kirk, Chad and Diana to our practice. They will provide guidance to our clients, as well as help to expand our overall client base. We look forward to the opportunities that lie ahead with this new team on board," said Matthew LeBlanc, Healthcare Practice Leader, East Region.

With the continued changes in the healthcare industry, it is more important than ever to have experts like Kirk and Chad as part of the Edgewood Healthcare Advisors team to provide guidance to clients to help them navigate the everchanging world of healthcare," continued LeBlanc.

About EPIC Insurance Brokers & Consultants

EPIC Insurance Brokers & Consultants, a retail insurance brokerage, has more than 2,600 team members operating from offices across the U.S., providing Property and Casualty, Employee Benefits, Specialty Programs, and Private Client solutions to clients. EPIC ranks among the top 15 retail insurance brokers in the U.S. https://www.epicbrokers.com

About Edgewood Healthcare Advisors

Edgewood Healthcare Advisors, a division of EPIC, has partnered with organizations in the Healthcare industry for decades. The team is comprised of experienced brokers, actuaries, and claim advocates that provide key risk management and risk finance services to healthcare clients. https://epicbrokers.com/industries/healthcare/

Edgewood Healthcare Advisors, a division of EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that it has hired a team of healthcare experts to help continue to expand its healthcare practice expertise in the Southeast Region.

Related link: https://www.epicbrokers.com/

EPIC Expands into New Territory with Acquisition of Treloar & Heisel

SAN FRANCISCO, Calif. /ScoopCloud/ -- EPIC Insurance Brokers and Consultants announced today that it has acquired Treloar & Heisel located in New Castle, Pennsylvania. The strategic decision expands the offerings of financial planning and insurance services to medical and dental professionals.

Treloar & Heisel is a 63-year-old organization specializing in providing life & disability insurance, property & casualty insurance, and financial services to those in the medical and dental industry. These include dental practitioners, specialists, students, and residents. The main focus for the advisors within Treloar & Heisel is to provide education and stability to dental and medical professionals as they begin their careers, as well as when they have become fully established practitioners and are ready to begin planning for retirement and life after practice.

The team at Treloar & Heisel advises over 20,000 dental specialists throughout the country. They partner with and are endorsed by many associations including The American Association of Oral and Maxillofacial Surgeons, America College of Prosthodontists, The American Academy of Pediatric Dentistry, The American Academy of Periodontology, The American Association of Endodontists, The Chicago Dental Society, The American Academy of Physical Medicine and Rehabilitation, and The American 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 EPIC and the Galway platform of companies, we will be able to bring even more services to our clients," said Fehrs.

Scott Davis, President, EPIC National Specialties said, "By partnering with the team of experts within Treloar & Heisel, we will be able to continue to evolve our specialty focus and drive greater results. We are fortunate to have this opportunity and look forward to collaborating as we continue to achieve mutual success for our clients."

About EPIC Brokers & Consultants:

EPIC Insurance Brokers & Consultants has more than 2,600 team members operating from more than 80 offices across the U.S., providing Property and Casualty, Employee Benefits, Specialty Programs, and Private Client solutions to EPIC clients. For more information visit: https://www.epicbrokers.com/

About Treloar & Heisel:

Treloar & Heisel was founded in 1959 by Dan Treloar. As a premier provider of financial services to dental and medical professionals from training to retirement, its goal is to educate, prepare and protect clients with a comprehensive suite of wealth management and insurance products, customized to their needs. For more information, visit: https://www.treloaronline.com/

EPIC Insurance Brokers and Consultants announced today that it has acquired Treloar & Heisel located in New Castle, Pennsylvania. The strategic decision expands the offerings of financial planning and insurance services to medical and dental professionals.

Related link: https://www.epicbrokers.com/

James Kennedy Joins Vanbridge, a Division of Financial Services of EPIC: M&A and Private Equity Background Provides Significant Leg Up

NEW YORK, N.Y. /ScoopCloud/ -- EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that James Kennedy has joined the firm as a principal with Vanbridge, its Financial Services division.

In his role within the Financial Services division, Kennedy will be dedicated to the private equity space. He brings a strong background in private equity and mergers and acquisitions work including due diligence, transactional services, advisory, and placement. His experience and network will be invaluable to the organization as he becomes a part of the team and begins to collaborate with national teams within EPIC as well as partner firms. Kennedy will be based in Birmingham, Alabama and New York, New York but will work with all of EPIC's national teams in the financial services space.

"I could not be more thrilled to have James joining our Financial Services team. I look forward to leveraging his expertise and his network as we continue to build upon our capabilities in the financial services and private equity space," said Philip Moyles, President, Financial Services and Chief Growth Officer.

Adam Meyerowitz, President, Southeast/Midwest Region, agreed, "We couldn't be more excited to have James join our team and further expand our capabilities in the region. There are many opportunities ahead for success with him onboard."

About Vanbridge - An EPIC Company:

Vanbridge is an insurance intermediary and program management business that provides products and services at the intersection of the insurance, private equity, and hedge fund industries. Vanbridge focuses on alternative asset management, corporate and individual high net worth clients, solving risk related issues utilizing insurance and alternative capital. Vanbridge's unique structuring and plan design techniques support various client objectives including cost reductions and enhancements to investment strategies that strengthen long-term financial performance. https://www.vanbridge.com

About EPIC Insurance Brokers & Consultants:

EPIC Insurance Brokers & Consultants, a retail insurance brokerage, has more than 2,600 team members operating from offices across the U.S., providing Property and Casualty, Employee Benefits, Specialty Programs, and Private Client solutions to clients. EPIC ranks among the top 15 retail insurance brokers in the U.S. https://www.epicbrokers.com/

EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that James Kennedy has joined the firm as a principal with Vanbridge, its Financial Services In his role within the Financial Services division, Kennedy will be dedicated to the private equity space.division.

Related link: https://www.epicbrokers.com/

EPIC Welcomes Jim McSherry – Joins as National Practice Leader for New Employer Stop Loss Center

SAN FRANCISCO, Calif. /ScoopCloud/ -- EPIC Insurance Brokers & Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Jim McSherry has joined EPIC to lead its newly formed Employer Stop Loss Center of Excellence.

McSherry has spent more than two decades in the employee benefits space working with brokers and consultants, developing and implementing innovative strategies to assist self-funded clients in managing their employee benefit plans. With extensive experience drawn from both major medical and national stop-loss carriers, he brings a wealth of technical and market knowledge to the EPIC organization. McSherry's expertise in self-funding, employer stop-loss and risk mitigation will prove to be an invaluable asset to the EPIC team and its clients.

Prior to joining EPIC, McSherry was with Berkshire Hathaway Specialty Insurance where he was instrumental in facilitating the launch of medical stop-loss in the Northeast. As a regional sales director, his responsibilities included strategic planning, new business development, renewal retention and management of partnerships with some of the largest brokerage and consulting firms in the industry. McSherry started his career with Anthem BlueCross BlueShield in New York where he worked for more than 10 years with both fully insured and self-funded clients in the commercial large group market.

"I have worked with Jim for over 20 years and have known him to be a highly resourceful industry leader with exceptional communication and interpersonal skills. He will be a great resource for our organization and a great fit for EPIC culturally. I am excited we have the opportunity to bring him on board," commented Craig Hasday, President, National Employee Benefits Practice.

About EPIC Insurance Brokers & Consultants:

EPIC Insurance Brokers & Consultants, a retail insurance brokerage, has more than 2,600 team members operating from more than 80 offices across the U.S., providing Property and Casualty, Employee Benefits, Specialty Programs, and Private Client solutions to clients. EPIC ranks among the top 15 retail insurance brokers in the U.S.

Learn more: https://www.epicbrokers.com/

EPIC Insurance Brokers & Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Jim McSherry has joined EPIC to lead its newly formed Employer Stop Loss Center of Excellence.

Related link: https://www.epicbrokers.com/

EPIC Private Client Practice Poised for Success with the Appointment of Steve Nelson as Chief Growth Officer

SAN FRANCISCO, Calif. /ScoopCloud/ -- EPIC Insurance Brokers and Consultants ("EPIC"), an independent insurance brokerage and consulting firm, announced today that they have appointed Steve Nelson as Chief Growth Officer of their Private Client Practice.

In this newly created role, Nelson is being elevated to continue to drive growth within the Private Client Practice of EPIC. He will provide broad direction in the high-net-worth private client space regarding national strategy, new sales development, and talent acquisition.

Nelson's background 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 build 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 help take our Private Client practice to a new level."

"I am thrilled to continue the journey with the EPIC Private Client team. We have fantastic prospective client opportunities that are only going to grow exponentially. We will continue to bring aboard the brightest and best talent to meet the challenges of our meteoric growth mindset," said Steve Nelson.

About EPIC Insurance Brokers & Consultants

EPIC Insurance Brokers & Consultants, a retail insurance brokerage, has more than 2,600 team members operating from offices across the U.S., providing Property and Casualty, Employee Benefits, Specialty Programs, and Private Client solutions to clients. EPIC ranks among the top 15 retail insurance brokers in the U.S.

Learn more at: https://www.epicbrokers.com/

EPIC Insurance Brokers and Consultants (EPIC), an independent insurance brokerage and consulting firm, announced today that they have appointed Steve Nelson as Chief Growth Officer of their Private Client Practice.

Related link: https://www.epicbrokers.com/

EPIC Adds Joseph Freeman – Will Lead West Region Loss Control Team

SAN FRANCISCO, Calif. /ScoopCloud/ -- EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Joseph Freeman has joined the firm as Managing Principal. He will be based in Los Angeles.

In his new position, Freeman will lead the West Region Loss Control team to assist EPIC clients in managing and reducing risks before losses occur. He will work with the team to understand and improve the measurable outcomes of complex safety management systems, act as advocates for clients, and coordinate the services provided by insurer loss control personnel.

Freeman joins EPIC from Beecher Carlson where he served as Director of Risk Control. In this role, he led a national team responsible for assisting clients in risk reduction strategies. His areas of industry expertise include transportation, hospitality, healthcare, retail, energy, and manufacturing. He helped clients identify cost-drivers associated with their casualty risk management programs, and then helped develop and implement processes to minimize those costs.

This included services in a broad range of areas, including cost allocation and performance measurement, risk management programs and procedures, client-specific training modules, risk management program auditing, site safety evaluations, ergonomic assessments, driver safety, and others. Freeman joined the insurance industry in 2002 as a risk control consultant with Liberty Mutual Insurance, where he held a variety of risk control positions.

"We are pleased to welcome Joey to EPIC as we continue to grow the West Region and provide valuable loss prevention resources on behalf of our clients," said EPIC West Region President, KJ Wagner. "Joey's extensive background in loss control brings a wealth of knowledge and rich industry experience to the team."

Freeman earned a Bachelor of Science, Occupational Safety & Health from Murray State University. He holds the professional designations of Certified Safety Professional through the Board of Certified Safety Professionals and Certified Driver Trainer through the North American Transportation Management Institute.

About EPIC Insurance Brokers & Consultants

EPIC Insurance Brokers & Consultants, a retail insurance brokerage, has more than 2,600 team members operating from more than 80 offices across the U.S., providing Property and Casualty, Employee Benefits, Specialty Programs, and Private Client solutions to clients. EPIC ranks among the top 15 retail insurance brokers in the U.S. https://www.epicbrokers.com/

EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Joseph Freeman has joined the firm as Managing Principal. He will be based in Los Angeles.

Related link: https://www.epicbrokers.com/

KJ Stephens Joins EPIC – Further Expands EPIC’s Employee Benefits Practice

SAN FRANCISCO, Calif. /ScoopCloud/ -- EPIC Insurance Brokers & Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that KJ Stephens has joined the firm as Vice President within its Employee Benefits Practice.

In his new position with EPIC, Stephens will be responsible for bringing new client relationships to EPIC. He will develop health and welfare plan strategies for his clients and deploy the EPIC team and resources needed to meet client goals. He will create strategies that take clients' benefits to a high performing level.

Reporting to Robyn Pawlo, Executive Managing Principal, NorCal Employee Benefits, Stephens will work from the firm's Rancho Cordova, CA office. He joins EPIC from the Leavitt Group where he was an employee benefits consultant.

"We are excited to have KJ join the EPIC family. HIs integrity, enthusiasm and strong record of advocating for his clients will be an excellent fit with EPIC's culture," commented Pawlo. "We look forward to supporting KJ's continued business growth with our expanded Client Services Platform and through collaboration with his new EPIC team."

Kevin Harnetiaux, Territory President, Northern California, commented, "KJ will be an outstanding addition to our team and will help us continue to build our employee benefits expertise in the Northern California territory."

Stephens graduated with a Bachelor of Science degree from California Baptist University, and attained a Master's degree from Azusa Pacific University. He was born and raised in Southern California, and enjoys being outdoors, camping, coaching his kids' teams, and spending time with family.

About EPIC Insurance Brokers & Consultants

EPIC Insurance Brokers & Consultants, a retail insurance brokerage, has more than 2,600 team members operating from more than 80 offices across the U.S., providing Property and Casualty, Employee Benefits, Specialty Programs, and Private Client solutions to clients. EPIC ranks among the top 15 retail insurance brokers in the U.S.

Learn more at: https://www.epicbrokers.com/

EPIC Insurance Brokers & Consultants (EPIC), a retail property and casualty insurance brokerage and employee benefits consultant, announced today that KJ Stephens has joined the firm as Vice President within its Employee Benefits Practice.

Related link: https://www.epicbrokers.com/

EPIC Acquires Oversea Insurance Agency – Continues Expansion of its Specialty Offerings

SAN FRANCISCO, Calif. /ScoopCloud/ -- Edgewood Partners Insurance Center d.b.a. EPIC Insurance Brokers & Consultants (EPIC) announced today that it has acquired Oversea Insurance Agency trading as Oversea Yacht Insurance (Oversea). Oversea is based in San Diego, CA and Ft Lauderdale, FL.

Founded in 1978, Oversea Yacht Insurance is in its fourth generation as an insurance agency with three specializing in recreational and commercial marine insurance. Oversea represents unique policy offerings with the premier carriers in the insurance industry, providing value and comprehensive boat insurance coverage to yachts ranging from 30 feet to 300 feet, both domestically and internationally.

Oversea Principals Scott Jarvie and John M. Jarvie, II will remain actively involved in the overall organization and contribute their expertise and guidance in this highly niche practice. John Jarvie will serve as Managing Principal of the Yachting Practice.

"After 45 years in the marine insurance business, we are excited about the opportunities ahead with EPIC as this will enable us to expand our capabilities and offerings to clients. By further collaborating with EPIC and the EPIC Select team who are focused on high-net-worth individuals, there will be added benefit to all," said Scott Jarvie, President, Oversea Yacht Insurance. "I look forward to seeing John continue to lead the practice, as we build our collaboration with EPIC."

Adam Meyerowitz, President, EPIC Midwest & Southeast Regions, said, "We are fortunate to have aligned with the Jarvie team and their organization to provide this specialized expertise adding to our experienced and knowledgeable professionals."

About EPIC Brokers & Consultants

EPIC Insurance Brokers & Consultants has more than 2,600 team members operating from more than 80 offices across the U.S., providing Property and Casualty, Employee Benefits, Specialty Programs, and Private Client solutions to EPIC clients. For more information on EPIC, visit: https://epicbrokers.com/.

About Oversea Yacht Insurance

Oversea Yacht Insurance is a family run fourth generation insurance agency with three of those as marine insurance specialty agency with offices in San Diego and Fort Lauderdale. The Oversea team has over 150 years of combined marine insurance experience. They are a fast-growing agency dedicated to offering competitive and unique policy options with the top carriers in its industry, and its seasoned agents work diligently to service clients every need. For more information on Oversea, visit: https://www.overseainsurance.com/.

Edgewood Partners Insurance Center d.b.a. EPIC Insurance Brokers & Consultants (EPIC) announced today that it has acquired Oversea Insurance Agency trading as Oversea Yacht Insurance (Oversea). Oversea is based in San Diego, CA and Ft Lauderdale, FL.

Related link: https://www.epicbrokers.com/

EPIC and DIATOMS, Inc. Create Exclusive Partnership

SAN FRANCISCO, Calif. /ScoopCloud/ -- EPIC Insurance Brokers and Consultants (EPIC), a retail property and casualty insurance brokerage and employee benefits consultant, announced today that they have created an exclusive partnership with Todd Morley and DIATOMS, Inc. (DIATOMS).

The partnership between DIATOMS and EPIC will focus on insuring infrastructure assets in conjunction with the financings of those assets around environmental, social and governance (ESG). This partnership will lead to significant developments for both organizations as they work together to bring even greater results and support for their clients.

Todd Morley brings a strong background to the partnership as founder of DIATOMS, Inc. Prior to that, in 1999 he co-founded investment firm Guggenheim Partners LLC, which has over $300 billion assets under management. He served on the Guggenheim Board as well as on its Executive Committee. Morley is a lead investor and sits on the Advisory Board of a variety of e-commerce, blockchain, and AI focused entities. He is also the current chairman of Overline.net, a leader in decentralized finance and asset tokenization. He is also a Board member of several strategic companies including Delaware Life.

Through this partnership, Morley will work alongside EPIC's Philip V. Moyles, Jr. Moyles is an Executive Vice President and the Chief Growth Officer of EPIC and is on the firm's Executive Committee. He is also the President of EPIC's Financial Services business as well as the CEO of Vanbridge, a firm he founded in 2008, which is an EPIC company. In his role as Chief Growth Officer, Moyles has responsibility for the distribution and innovation platforms at the company.

"I have worked with Phil Moyles for the last three years and am thrilled to be able to develop this exclusive agreement with he and EPIC to change the way companies are able to move forward with their investments," Morley commented.

Moyles concurred, "We couldn't be more excited about the opportunities that lie ahead with Todd Morley and DIATOMS as we create a dedicated insurance business focused on infrastructure and ESG. The realization of these opportunities become stronger through this partnership. Todd's business and financial acumen in combination with the experts within EPIC will bring about big change."

In addition, Morley will work with Scott Davis, President, National Specialty for EPIC, who leads the team that delivers creative and innovative solutions to EPIC clients in their National Specialty Group. Davis said, "The combination of skill sets, and industry expertise of these organizations will allow the work they will be doing together to drive success and better results for clients."

Davis continued, "This is a very exciting time within EPIC. We are growing and offering even more diversity in our areas of expertise. By partnering with Todd Morley and his team of experts within DIATOMS we will be able to change the way we do business with our top clients that invest in infrastructure and ESG."

About EPIC Insurance Brokers & Consultants

EPIC Insurance Brokers & Consultants, a retail insurance brokerage, has more than 2,600 team members operating from offices across the U.S., providing Property and Casualty, Employee Benefits, Specialty Programs, and Private Client solutions to clients. EPIC ranks among the top 15 retail insurance brokers in the U.S. Learn more: https://epicbrokers.com/.

About DIATOMS, Inc.

DIATOMS, Inc. is a technology / infrastructure finance company, driving progress and innovation through structured finance, tested technologies, strong counterparties, and private capital to solve the world's largest environmental challenges. The company is established by a group of global technologists, entrepreneurs, financial architects, engineers, political leaders, academics, blockchain experts and economists, working in partnership with large corporations to align interests along-side of federal, state, and local governments. Learn more: https://diatomsinc.io/.

EPIC Insurance Brokers and Consultants (EPIC), a retail property and casualty insurance brokerage and employee benefits consultant, announced today that they have created an exclusive partnership with Todd Morley and DIATOMS, Inc. (DIATOMS).

Related link: https://www.epicbrokers.com/

David McNeil Receives Broker of the Year Award

SAN FRANCISCO, Calif. /ScoopCloud/ -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Principal and Risk Management Consultant David McNeil has been selected as 2021 Broker of the Year by The California Association of Mutual Water Companies - Joint Powers Risk & Insurance Management Authority (CalMutuals-JPRIMA). CalMutuals JPRIMA is one of the largest water joint powers authorities in the United States.

The CalMutuals JPRIMA Broker of the Year Award is given to an exceptional, high performing risk management professional who has made a meaningful contribution to California public water systems and water-related entities and goes above and beyond in support of this industry. "JPRIMA relies solidly on the skills and support of committed insurance brokers like David," said CalMutuals JPRIMA Chairman and CEO Jim Byerrum. "We view his contributions as an integral part of 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 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 recognized by CalMutuals JPRIMA as Broker of the Year," said McNeil. "Its dedication to providing high-quality, cost-effective risk management and insurance products and services to its members is exceptional, and I look forward to continuing our work together."

CalMutuals JPRIMA was founded in 2016 after enactment of AB656 (Garcia), authorizing mutual water companies to form and participate in a joint powers authority, to provide pooled insurance for mutual water companies and other water systems. Since then, the CalMutuals JPRIMA has grown from 14 members to over 250 members representing a wide range of water suppliers across California, including some of the largest in the state. CalMutuals JPRIMA is governed by a nine-member board of directors from around the state and is currently developing a portfolio of risk management and safety tools for its members.

Learn more about EPIC at: https://epicbrokers.com/

EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Principal and Risk Management Consultant David McNeil has been selected as 2021 Broker of the Year by The California Association of Mutual Water Companies - Joint Powers Risk & Insurance Management Authority (CalMutuals-JPRIMA).

Related link: https://www.epicbrokers.com/

Crawford McInnis Named Chief Sales Officer – Appointment will Lead EPIC to Next Level of Sales Excellence

SAN FRANCISCO, Calif. /ScoopCloud/ -- EPIC Insurance Brokers & Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Crawford McInnis has been named Chief Sales Officer, reporting to Philip Moyles, Chief Growth Officer.

In his new role as Chief Sales Officer, McInnis will be responsible for leading the national sales efforts of the organization and bringing new and innovative ideas to the forefront as the company continues to grow. He will work across the organization with the regional sales leaders, developing cross collaborative efforts, increasing visibility around EPIC's overall client experience and delivery of the services and resources that EPIC and the Galway enterprise companies, have to offer.

McInnis joined the firm in 2014 as a managing principal for EPIC as the company expanded into the Alabama market. 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 our sales evolution 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 Sales Officer. After attending Louisiana State University, he earned a Bachelor of Business Administration degree in Risk Management and Insurance from University of Georgia. In addition, he has the designation of Associate in Risk Management (ARM).

"I am honored to be asked to take on this role to help EPIC achieve further organizational and sales excellence. I look forward to continuing our evolution as a sales culture," commented Crawford McInnis.

The EPIC organization, and its partner companies, continue to focus on building and growing talented people within the organization who are focused on the overall success of the company, while supporting the people who have a growth mindset working to create something great together, to build upon their overall EPICness.

About EPIC Insurance Brokers & Consultants

EPIC Insurance Brokers & Consultants, a retail insurance brokerage, has more than 2,600 team members operating from more than 80 offices across the U.S., providing Property and Casualty, Employee Benefits, Specialty Programs, and Private Client solutions to clients. EPIC ranks among the top 15 retail insurance brokers in the U.S.

Learn more at: https://epicbrokers.com/

EPIC Insurance Brokers & Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Crawford McInnis has been named Chief Sales Officer, reporting to Philip Moyles, Chief Growth Officer.

Related link: https://www.epicbrokers.com/

EPIC Welcomes Peter Marshall – Further Strengthens Entertainment and Sports Practice

SAN FRANCISCO, Calif. /ScoopCloud/ -- EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Peter Marshall has joined its Entertainment & Sports practice as Managing Principal, Media Services.

Marshall will play a pivotal role in the continued development of the firm's Entertainment side of the business. He brings nearly two decades of experience in the insurance industry, with a specific focus on Film, Television and New Media.

Marshall has developed risk management protocols for some of the world's leading film, television, and new media production companies, including many Oscar, Emmy, and Golden Globe Award nominated and winning shows. He has developed pandemic coverage, Cyber, Management Liability, Political Risk, Hurricane, and Kidnap, Ransom & Extortion programs for these companies as well. Marshall has also created production and Intellectual Property insurance programs.

Marshall produced feature films and long-form television prior to becoming an insurance and risk advisor. During his years of experience in the film industry, while based in Los Angeles, he was Senior Vice President of Film Production at Lionsgate, and head of television production at Trimark Pictures. He also served as an executive at several prominent independents where he developed screenplays and oversaw the production through delivery of many lauded and successful feature, cable, and network television films.

"Peter brings an incredible depth of wide-ranging expertise to this role, allowing EPIC to further expand our offerings and immediately benefit our entertainment clients," said Scott Davis, President, National Specialty Practices at EPIC. "We are thrilled to have him join our team and help us continue our growth in this specialized area," Davis continued. Marshall will report to Davis.

Marshall graduated Cum Laude with a B.A. from Yale College, and an M.F.A. from the Yale School of Drama. He is a licensed Property and Casualty broker in New York, California, Georgia, Virginia, Louisiana, and Florida. Marshall is an active community member, supporting many organizations including Ronald McDonald House.

Peter Marshall

peter.marshall@epicbrokers.com

Phone: (310) 721-4323

About EPIC Insurance Brokers & Consultants

EPIC Insurance Brokers & Consultants, a retail insurance brokerage, has more than 2,600 team members operating from more than 80 offices across the U.S., providing Property and Casualty, Employee Benefits, Specialty Programs, and Private Client solutions to clients. EPIC ranks among the top 15 retail insurance brokers in the U.S. https://www.epicbrokers.com/

EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Peter Marshall has joined its Entertainment & Sports practice as Managing Principal, Media Services.

Related link: https://www.epicbrokers.com/

Galway Holdings Announces Strategic Acquisition of MAI Capital Management

SAN FRANCISCO, Calif. /ScoopCloud/ -- Galway Holdings ("Galway") today announced its investment in MAI Capital Management LLC ("MAI"). The move adds a new business vertical in financial and wealth management services to complement existing business relationships within EPIC Insurance Brokers & Consultants as well other areas of specialization across all Galway platforms.

MAI is a full-service, independent Registered Investment Adviser ("RIA") specializing in comprehensive investment and financial planning for high-net-worth individuals and families. Galway's investment will help MAI accelerate its organic growth trajectory, enhance its client service offerings, and further expand its national presence through M&A. MAI's executive team will remain intact.

John Hahn, Executive Chairman, Galway Holdings said, "We are excited to partner with Rick Buoncore and the MAI team to provide capital and resources that will help sustain the continued growth of its premier wealth management platform. This includes our shared vision of delivering risk management and insurance solutions via our EPIC Select platform directly to high-net and ultra-high-net-worth clients and MAI's best-in-class trusted advisory services under one roof."

Rick Buoncore, MAI's Managing Partner, commented, "Clients want expertise, simplicity and a full range of financial solutions. Our new partnership with Galway gives MAI the opportunity to continue evolving in an ever-changing financial services landscape. By launching this unique approach, we can provide our clients with integrated and easy-to-access expertise across the financial spectrum, with the goal of making their lives simpler in an increasingly complex world. This is a natural evolution for MAI and builds upon the foundation we created four years ago by aligning with Wealth Partners Capital Group, which has expanded our reach and made us more accessible to clients nationwide."

MAI established a partnership with Wealth Partners Capital Group ("WPCG") in 2017, and they have worked together to identify and acquire RIAs seeking access to expanded business capabilities, strategic growth, and customized solutions. The partnership has resulted in 12 acquisitions, strategically broadening MAI's geographic footprint and enhancing its service model. WPCG will maintain an equity position in MAI while continuing to collaborate on additional growth opportunities.

Galway's investors include three prominent private equity firms: Carlyle Group, Oak Hill Capital, and Harvest Partners. Steve Carlson, Partner at Harvest Partners added, "Last December, we partnered with Galway because, among other things, we believed the team would be able to unlock differentiated opportunities during our investment. MAI and the move into high-net-worth wealth management is one of those opportunities and we are thrilled to be involved as it redefines the risk and wealth management marketplace."

Truist Securities served as financial advisor to Galway while Ropes Gray LLP served as legal counsel to Harvest and Galway. Ardea Partners LP served as financial advisor to MAI and Holland & Knight LLP provided legal counsel to MAI and WPCG.

About Galway Insurance Holdings

Galway Insurance Holdings, LP ("Galway Holdings"), is a financial services distribution company. It includes EPIC Insurance Brokers & Consultants and a diversified brokerage distribution and underwriting platform, with a focus towards data analytics, technology transformation, and innovative risk sharing solutions.

About MAI Capital Management

MAI Capital Management ("MAI") is a fee-based registered investment adviser and wealth management firm based in Cleveland with additional offices in Cincinnati, OH, Ponte Vedra Beach and Naples, FL, Nashua, NH, Irvine, CA, Reston, VA, Little Rock, AR, New York City and St. Louis and a presence in Columbus, OH and Miami. The firm also provides comprehensive investment management and planning services to high-net-worth individuals, families and athletes. For more information, visit http://www.mai.capital/.

About Wealth Partners Capital Group

Wealth Partners Capital Group ("WPCG") is a financial services holding company, which has partnered with MAI Capital Management ("MAI"). WPCG assists MAI by identifying and integrating like-minded registered investment advisers who seek access to expanded business capabilities, strategic growth and customized transition solutions. For more information, visit http://www.wealthpcg.com/.

Galway Holdings ("Galway") today announced its investment in MAI Capital Management LLC ("MAI"). The move adds a new business vertical in financial and wealth management services to complement existing business relationships within EPIC Insurance Brokers & Consultants as well other areas of specialization across all Galway platforms.

Related link: https://www.epicbrokers.com/

EPIC Adds William Schoenbach as Managing Principal

HARTFORD, Conn. /ScoopCloud/ -- EPIC Insurance Brokers & Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that William Schoenbach is joining its growing Financial Services business.

Schoenbach brings a wealth of knowledge to his role, where he will focus on providing risk management and transactional risk services in the financial services sector. This includes family offices, private equity firms, hedge funds, business development companies, venture capitalists, special purpose acquisition companies, REITS, and centers of influence in the mergers and acquisition space. His experience in the Alternative Asset Management industry will bring added value to EPIC and its clients. Additionally, Schoenbach will originate and manage key relationships.

"We are thrilled that Bill is joining our Financial Services team. His deep understanding of our industry, combined with his focus on alternative asset managers and family offices, will be very additive to our business," said Philip Moyles, Chief Growth Officer and President of Financial Services. Schoenbach will report to Moyles, and joins as Managing Principal.

Schoenbach comes to EPIC from Aon in New York City where he held the position of Senior Vice President in its Financial Services practice. In this role, he focused on managing strategic relationships and driving new business growth in the financial services sector.

"The whole of EPIC will benefit from Bill's addition to the Financial Services team. We are excited to bring him onboard." said Tom O'Neil, President, EPIC Insurance Brokers & Consultants.

Schoenbach earned a Bachelor of Arts in Sociology from the University of Michigan. He is a co-founder of the Urban Scholar Society, an active Tutor and TutorMate, and Board Member at Kick4Life.

William Schoenbach
wschoenbach@vanbridge.com
Phone: 908.591.6227

About EPIC Insurance Brokers & Consultants:

EPIC Insurance Brokers & Consultants, a retail insurance brokerage, has more than 2,600 team members operating from more than 80 offices across the U.S., providing Property and Casualty, Employee Benefits, Specialty Programs, and Private Client solutions to clients. EPIC ranks among the top 15 retail insurance brokers in the U.S.

Learn more at: https://www.epicbrokers.com/

EPIC Insurance Brokers & Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that William Schoenbach is joining its growing Financial Services business.

Related link: https://www.epicbrokers.com/

EPIC Adds Sam Wagener as Principal – Further Strengthens P&C and Captive Capabilities in West Region

SAN FRANCISCO, Calif. /ScoopCloud/ -- EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Sam Wagener has joined the firm.

Wagener will focus on providing risk management and insurance solutions, including captive insurance programs, to organizations with whom he will partner. He will leverage relationships across EPIC in the areas of Property & Casualty, Employee Benefits and Executive Benefits.

Wagener brings more than 20 years of industry experience to his role, and has held positions on the brokerage and carrier sides of the insurance industry throughout his career. He joins EPIC from Artex Risk Solutions, Inc. where he was Senior Vice President - Group Captives, focusing on managing relationships, operations and related services of five member-owned captives.

"We are excited to continue the growth of our Property & Casualty operations in the West Region with the addition of Sam's experience and expertise," commented EPIC West Region President, KJ Wagner.

"Sam brings insight and a unique perspective on managing risk to the firm. We look forward to leveraging his knowledge across the entire organization to the benefit of our clients," said Brian Quinn, Managing Principal. Wagener will report to Quinn, who is based in San Ramon, California.

Wagener earned a Bachelor of Science in Mathematics from the U.S. Naval Academy in Annapolis, Maryland. While in the Navy, he served as a Division Officer on the USS Elliot, based in San Diego, CA, and as an Instructor in the Surface Warfare Officer School in Newport, Rhode Island.

Sam Wagener
sam.wagener@epicbrokers.com
Cell 630.453.1644

About EPIC Insurance Brokers & Consultants

EPIC Insurance Brokers & Consultants, a retail insurance brokerage, has more than 2,600 team members operating from more than 80 offices across the U.S., providing Property and Casualty, Employee Benefits, Specialty Programs, and Private Client solutions to clients. EPIC ranks among the top 15 retail insurance brokers in the U.S.

Learn more at: https://epicbrokers.com/

EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Sam Wagener has joined the firm.

Related link: https://www.epicbrokers.com/

EPIC Select Teams Up with Morgan Stanley for Sports and Entertainment Insurance

NEW YORK, N.Y. /ScoopCloud/ -- EPIC Insurance Brokers & Consultants announced today that it has been named by Morgan Stanley to offer risk management services to their sports and entertainment clients through their Global Sports & Entertainment Directors via the EPIC Select model. EPIC Select is a new bespoke service model focused on asset management and risk mitigation for successful individuals and businesses in the Sports & Entertainment industry.

"We are excited to team up with Morgan Stanley," said Dave Howard, President of EPIC Select. "Our unique model is comprised of private client advisors, subject matter experts and claims advocates who are ideally suited to serve high net worth and ultra high net worth clients, and the unique risk management needs of athletes and entertainers."

"EPIC Select is the game changer," said Jay Williams, former Duke and NBA athlete, current ESPN host/commentator and EPIC Select partner-investor. "EPIC Select not only provides the transparency needed throughout the process for new or seasoned athletes and entertainers, but more importantly, it provides resources and knowledge I wished I had as a player in the NBA and throughout the course of my life."

Sandra Richards, Managing Director, Head of Global Sports & Entertainment for Morgan Stanley Wealth Management said, "By aligning with EPIC Select to provide our clients with proper education and risk management guidance for their assets, we are positioning our Global Sports & Entertainment Directors to provide an enhanced, well-rounded suite of services to fulfill their clients' needs."

"The opportunities ahead with EPIC Select and our clients are important and much needed. We know that these solutions will help protect their unique risk landscape," said Joe Toledano, Managing Director, Head of Morgan Stanley Wealth Management Insured Solutions.

Through this new arrangement, EPIC Select will consult and advise Morgan Stanley's sports and entertainment clients in assessing their risk exposures and providing solutions to help them protect and design risk management strategies to help preserve their wealth and assets. EPIC Select will leverage their deep relationships with insurance carriers who cater to high net worth and ultra high net worth clients and their global capabilities of dedicated specialists and in-house resources.

Services will include:
* Signature Reviews of clients' risk profiles and current insurance to ensure they are properly protected with a program tailored to their unique circumstances
* Alert and advise clients of situations (e.g., wildfire/wind/flood) in which extra precautions and mitigations should be taken to help protect their assets
* Regular interaction, communication and support from a dedicated team of service professionals
* National Claims Advocacy team that will make the filing and processing of insurance claims simple and care-free for the client

Along with access to a broad range of personal and commercial insurance lines, such as:
* Personal Lines: Home, Auto, Umbrella/Excess Liability, Cybersecurity, Inland Marine, Fine Art, Jewelry & Collections, Aviation, Yacht/Super Yacht, Equine, Farm & Ranch
* Commercial Lines: Property, General and Professional Liability, Umbrella/Excess Liability, Cybersecurity, Event Cancellation/Contingency, Reputational Risk, Employer's Personal Liability and Entertainer Non-Appearance

About EPIC Insurance Brokers & Consultants

EPIC Insurance Brokers & Consultants is a retail property & casualty, employee benefits consulting and specialty practice organization with more than 2,600 team members operating across the U.S., with strong regional presence.

EPIC has created a values-based, client-focused culture that attracts and retains top talent, fosters employee satisfaction and loyalty, and sustains a high level of customer service excellence. EPIC team members have consistently recognized their company as a "Best Place to Work" in multiple regions and as a "Best Place to Work in the Insurance Industry" nationally.

EPIC ranks among the top 15 retail insurance brokers in the U.S. Backed and sponsored by Harvest Partners, Oak Hill Capital Partners and The Carlyle Group, the company continues to expand organically and through strategic acquisitions across the country. For additional information, please visit: https://www.epicbrokers.com/

About EPIC Select

EPIC Select is an insurance advisory and consulting firm that works with trusted advisors of successful people to offer personalized service, asset protection and specialized risk management guidance to their clients and extended families.

MEDIA CONTACT:

Betsy Van Alstyne | Betsy.vanalstyne@epicbrokers.com

MULTIMEDIA:

*PHOTO link for media: https://www.Send2Press.com/300dpi/21-0420s2p-epic-Dave-Howard-300dpi.jpg

*Photo caption: Dave Howard, President of EPIC Select.

EPIC Insurance Brokers & Consultants announced today that it has been named by Morgan Stanley to offer risk management services to their sports and entertainment clients through their Global Sports & Entertainment Directors via the EPIC Select model. EPIC Select is a new bespoke service model focused on asset management and risk mitigation for successful individuals and businesses in the Sports & Entertainment industry.

Related link: https://www.epicbrokers.com/

Jeremy Lawson Joins EPIC Contingency Risk Practice as Managing Practice

SAN FRANCISCO, Calif. /ScoopCloud/ -- EPIC Insurance Brokers and Consultants announced today that Jeremy "Jez" Lawson has joined the firm as Managing Principal of its expanding Contingency Risk Practice group.

In his new role, Lawson will act as the key executive overseeing the operations and strategic direction of the firm's industry-leading contingency insurance practice. This practice provides risk management and specialty insurance brokerage services to a broad range of live entertainment promoters, venues, festivals, touring artists, agencies and production services companies.

Reporting to Roger Sandau, Contingency Practice leader based in Austin, Texas, Lawson will work closely with the firm's Entertainment & Sports practice. In addition, he will collaborate with its EPIC Select practice, which provides financial protection for successful individuals and their families. Lawson will provide support for this critical coverage need, particularly in today's environment.

Lawson has over 20 years of experience in the global live entertainment and television production fields. He previously spent the past 16 years with Live Nation, most recently as COO North American Touring Division and SVP Touring Risk Management. He was responsible for redesigning and managing North American event cancellation insurance programs across Live Nation's U.S. concert portfolio of stadium, amphitheater, arena and theater shows. In addition, Lawson designed and placed coverage, and adjusted claims for the tours produced by Live Nation Global Touring.

"I am excited to join Roger Sandau and the EPIC team with whom I have worked over many years," commented Lawson. "This is an exciting time to be involved in the event and touring insurance business, given the changing landscape in light of the COVID-19 pandemic. While touring has been put on hold for the past twelve months, it is poised to return stronger than ever."

"We are very excited to have someone of Jez's caliber join our team," said Scott Davis, President, National Specialties. "His expertise will help us expand a strong contingency practice in partnership with the specialty teams within EPIC."

Contact:
Jeremy "Jez" Lawson
jeremy.lawson@epicbrokers.com
310.844.8378 Phone

About EPIC Insurance Brokers & Consultants

EPIC Insurance Brokers & Consultants has more than 2,600 team members operating from more than 80 offices across the U.S., providing Property and Casualty, Employee Benefits, Specialty Programs, and Private Client solutions to EPIC clients. For more information on EPIC, visit: www.epicbrokers.com.

MEDIA CONTACT:
Betsy Van Alstyne
betsy.vanalstyne@epicbrokers.com

EPIC Insurance Brokers and Consultants announced today that Jeremy "Jez" Lawson has joined the firm as Managing Principal of its expanding Contingency Risk Practice group.

Related link: https://www.epicbrokers.com/

EPIC Announces Leadership Structure Realignment

ATLANTA, Ga. /ScoopCloud/ -- EPIC Insurance Brokers and Consultants CEO Steve Denton announced organizational and restructuring changes, effective immediately, across the company. The moves are designed to position EPIC to thrive for years to come.

Tom O'Neil has been named President of EPIC and will work directly with Denton to grow the business across its entire platform - from Private Client to Large Complex Risk in both Property & Casualty and Employee Benefits. O'Neil previously led the West and Northeast Regions and integrated several large acquisitions that expanded the overall footprint of EPIC.

In conjunction with leadership changes, the company is being restructured into "Super Regions" in order to provide more consistency and overall organizational strength: Northeast, Midwest/Southeast and West.

* Northeast: Len Scioscia will lead as President. Scioscia joined the firm through the Prime Risk Partners acquisition in 2019; he was previously CEO of Cook Maran.

* Midwest and Southeast: Adam Meyerowitz will lead as President. Meyerowitz also joined via the Prime Risk Partners acquisition and was Co-founder and President of the organization.

* West: KJ Wagner will lead as President. Wagner joined in 2018 to build EPIC's presence in the Southwest region and previously held senior leadership positions with Willis Towers Watson.

Additional announcements follow:

* Chief Growth Officer and President of Financial Services: Phil Moyles has been named to these roles, where his responsibilities will include driving innovation and organic growth throughout EPIC. He joined EPIC in 2018 through the acquisition of Vanbridge where he continues as CEO.

* National Risk Management and Specialty Practice: Marc Kunney and Scott Davis will co-lead as Presidents, working closely across the EPIC platform to deliver large account and industry specialty resources to brokers and clients.

* National Employee Benefits Practice: Craig Hasday will continue as President, coordinating Regional Employee Benefits Operations, Shared Services Platform and National Employer Consulting Resources. Scott Schanen will continue as President of National Employer Consulting, focused on consulting for large employers.

* National Placement and Carrier Relationships: Jason Walker has been named Senior Vice President to oversee the placement of key accounts and develop new and existing relationships with EPIC's strategic trading partners.

The following corporate changes have also been recognized and will help shape the future of EPIC as an organization poised for long-term success.

* Sapana Nanuwa joins Galway Insurance Holdings, the parent company of EPIC, as Managing Director, Marketing, Branding & Communications.

* Karman Chan joins Galway as Chief Financial Officer. Frank Mammaro has been named Chief Financial Officer of EPIC, and will report to Chan.

* Kevin Grady has been named Chief Diversity Officer of EPIC, in addition to his role as managing principal with EPIC IMPACT.

* John Gaffney has been named Chief of Staff of EPIC.

* Sawsan Nina Mahmud has been named Director of Administration of EPIC.

"These decisions showcase careful succession planning and leadership depth across EPIC," said Denton. "Further, they provide the best structure for innovation and continued growth, and delivery of all of our capabilities to our clients."

About EPIC Insurance Brokers & Consultants

EPIC Insurance Brokers & Consultants has more than 2,600 team members operating from more than 80 offices across the U.S., providing Property and Casualty, Employee Benefits, Specialty Programs, and Private Client solutions to EPIC clients.

For more information on EPIC, visit: https://epicbrokers.com/.

EPIC Insurance Brokers and Consultants CEO Steve Denton announced organizational and restructuring changes, effective immediately, across the company. The moves are designed to position EPIC to thrive for years to come.

Related link: https://www.epicbrokers.com/

EPIC Adds Allen Baker as Senior Risk Consultant

BIRMINGHAM, Ala. /ScoopCloud/ -- EPIC Insurance Brokers and Consultants announced today that Allen Baker has joined its National Energy Construction Team as a Senior Risk Consultant. Baker will be based in Birmingham, Alabama. The addition of Baker positions the Energy Construction team to continue to strategically focus on growing market share in key verticals.

Baker brings 15 years of experience advising clients with complex risk on insurance and risk management concerns. Prior to joining EPIC, Baker was a senior vice president with Valent Group. Focus and dedication to clients has propelled Baker's substantial growth, and established him as a foundational player in the insurance brokerage market.

"We are fortunate to welcome Allen to our growing team. His deep knowledge and expertise will be of immediate benefit to our clients and our organization," said Brian Tanner, Managing Principal, EPIC Birmingham office.

Adam Meyerowitz, President, Midwest & Southeast Regions, commented, "We are pleased to welcome Allen to our Birmingham office. His addition furthers our strategy to accelerate our growth in the Southeast Region by partnering with stellar professionals."

Baker earned a Bachelor of Arts from Valdosta State University. He also holds a Construction Risk Insurance Specialist (CRIS) designation. Baker is actively involved with Ronald McDonald House Charities and is on the Mountain Brook Athletics' Board of Directors.

Allen Baker
allen.baker@epicbrokers.com
205.581.3343

About EPIC Insurance Brokers & Consultants

EPIC Insurance Brokers & Consultants has more than 2,600 team members operating from more than 80 offices across the U.S., providing Property and Casualty, Employee Benefits, Specialty Programs, and Private Client solutions to EPIC clients.

For more information on EPIC, visit: https://www.epicbrokers.com/.

EPIC Insurance Brokers and Consultants announced today that Allen Baker has joined its National Energy Construction Team as a Senior Risk Consultant. Baker will be based in Birmingham, Alabama.

Related link: https://www.epicbrokers.com/