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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 #OH74493

Sam Eppy, CPFA® ChFC®
Founder & Managing Partner
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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 #OC48018

Joseph Eppy, CPFA®
Founder & Insurance and Investment Advisor
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Client Relations and New Business

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Maria Valenziano
Director of Operations
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954-932-8560 View Calendar
Angelica Gomez
Assistant to Craig Eppy
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Sophia Rios
Assistant to Sam Eppy
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954-271-8888 ext. 105 View Calendar
Mariana Escobar
Administrative Assistant
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Magda Estela
Client Services Specialist
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954-271-7888 ext. 705 View Calendar
Mary Veszi
Practice Manager for Joe Eppy & Special Projects for Levanti Wealth
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954-271-7888 ext. 715 View Calendar
Jesse Thompson, CPFA®
Director of Investments for Joe Eppy
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Associates

305-414-0246
Abel Fernandez
Director of Wealth Management
614-747-5720
Jack Reinoehl
Financial Advisor
803-280-6185
Samantha Saundry
Financial Services Representative
828-553-6598
Larson Shook
Financial Services Representative
772-732-6485
Dalton Powell
Financial Services Representative

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