Trust and personalized service seems too rare in our industry. That’s why we at EP have created a systemized approach to deliver a more consistent experience, based on advisors’ best practices. I was interviewed by Marie Beerens in her article, “Digital Age Is Driving The Financial Industry, But Is There Still Room For Personalized Service?”… Read more »

It takes a forward-looking individual to launch and build a small business—someone with a rock-solid commitment to investing time and money in an organization based on its potential for future rewards. So it’s a bit ironic that, according to the Small Business Administration, only 30 percent of small-business owners have done any succession planning, let… Read more »

Retirement planning can be a complicated process, and without professional help or with some bad luck, those plans can go awry.  That’s when people need the most help, and a big reason why I get up to go to work every day. I like troubleshooting with a new client and getting them back on track…. Read more »