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Our Team

Partners

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I am licensed and registered to offer products and services in Florida. Licenses and registrations will vary. Domiciled in Florida. CA Insurance License #OC48018

Joseph Eppy, CPFA®
Founder & Insurance and Investment Advisor
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I am licensed and registered to offer products and services in Florida. Licenses and registrations will vary. Domiciled in Florida. CA Insurance License #OJ11861

Craig Eppy
Founder & Insurance and Investment Advisor
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I am licensed and registered to offer products and services in Florida. Licenses and registrations will vary. Domiciled in Florida. CA Insurance License #OH74493

Sam Eppy, CPFA®
Founder & Managing Partner
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Client Relations and New Business

954-271-8888 ext. 105
Mariana Escobar
Administrative Assistant
Magda Estela
Client Services Specialist
954-271-7888 ext. 106
Vanessa Harris, FPQP®
Client Service Manager & Financial Planning Coordinator
561-250-8139
Coley Quinn
Financial Services Team Associate
954-271-7888 ext. 715
Jesse Thompson, CPFA®
Director of Investments for Joe Eppy
954-271-7888
Maria Valenziano
Director of Operations
954-271-7888 ext. 705
Mary Veszi
Practice Manager for Joe Eppy & Special Projects for Levanti Wealth

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