FREE LIVE VIRTUAL EVENT: ROB GILL/EPIC FINANCIAL STRATEGIES
 LIVE OCTOBER 19TH 2023 | 5PM PT / 6PM MT / 7PM CT / 8PM ET >>> CLICK HERE TO SIGN UP

THE BANKS ARE

ROBBING YOU BLIND

(DITCH THEM AND USE THIS INSTEAD)

THE BANKS ARE

ROBBING YOU BLIND

(DITCH THEM AND USE THIS INSTEAD)

There’s a reason why banks have

So much money...

It’s because they know how to profit from you and your money with every move they make. You’re a valuable asset they can’t afford to lose.

But what if you could turn the tables and be that valuable asset for yourself? What if you could be your own bank and start cashing in like the banks do?

How would that work?

👋 Hi, My name is Rob Gill, 
owner of EPIC Financial Strategies LLC.

I'm gonna let you in on something every financially savvy person is secretly obsessed with.

It's something they LOVE. ❤️

More than stocks, more than bonds, even more than real estate.

And the craziest part is this one secret advantage holds the key to profiting as banks do, building passive wealth, minimizing taxes, and securing a stable future.

But not everyone knows about this. And many are misinformed about how it actually works. But after years of working with countless individuals as a financial expert, I've witnessed this secret financial advantage to be the key to financial success.

Because once you understand it, You'll be able to create a financial plan so powerful that you'll become your own financial hero....

ROB GILL

…The person who controls their financial future.

No matter what your financial situation looks like right now…

If you're worried about high taxes eating into your income…

If you've given up hope of ever saving enough for retirement…

If you're not the most knowledgeable when it comes to investments and planning… It doesn't matter.

Because the moment you leverage this secret tool in your financial strategy… You'll feel a surge of financial stability that goes far beyond traditional savings… And makes you see your financial horizon in a whole new light.

You'll start to picture a secure future for yourself and your loved ones. When you tap into this powerful financial strategy, you literally become the master of your financial destiny, And in the process, you’ll also be able to STOP GIVING ALL YOUR MONEY AND POWER TO THE BANK.

So by now, you're probably wondering what this financial advantage is, right?

To put it simply, it's the strategic use of life insurance to build wealth and secure financial security.

LET ME EXPLAIN…

RETIREMENT PLANNING

Retirement planning is the process of determining how much money you will need to save and invest in order to have a comfortable retirement and what steps you need to take to achieve that goal. It involves analyzing your current financial situation, including your savings, investments, and debt, and creating a plan to help you achieve your retirement goals.

Some key questions to consider when planning for retirement include:
  • When do you want to retire?
  • ​How much money do you want to have saved by the time you retire?
  • ​How much money will you need to maintain your current standard of living in retirement?
  • ​What sources of income will you have in retirement, such as Social Security, pensions, and investments?
  • ​What expenses do you expect to have in retirement, such as housing, healthcare, and leisure activities?
EPIC Financial Strategies take a far more customized approach to this planning than a typical cookie cutter plan. EPIC will show you how to incorporate the power of actuarial science coupled with your market based investments to create a substantially higher and more sustainable income stream.

WEALTH MANAGEMENT

The goal of wealth management is to help clients achieve financial security and stability over the long term. This may involve developing strategies to grow and preserve wealth, minimize taxes, and manage risk. Wealth management is a collaborative process that involves ongoing communication and review to ensure that a client's financial plan stays on track and continues to meet their changing needs and goals. It involves developing a comprehensive financial plan that takes into account an individual's or family's current financial situation, future goals, and risk tolerance. Wealth management typically includes a range of financial services, such as investment management, financial planning, tax planning, estate planning, and risk management.

Disability insurance

Disability income insurance, also known as disability insurance or income protection, is a type of insurance that provides financial protection in the event that you are unable to work due to a disability. 

There are two main types of disability income insurance: short-term disability insurance and long-term disability insurance. Short-term disability insurance provides coverage for a specific period of time, typically between three months and one year. Long-term disability insurance provides coverage for a longer period of time, often until the policyholder reaches retirement age.

EPIC can help you build an income replacement plan that minimally covers the essentials for you. For those looking for more robust protection EPIC can design a plan that can help you to meet your current obligations and maintain your standard of living. This is where understanding your full financial picture becomes so important.

group benefits

Group benefits are employee benefits that are provided to a group of employees. These benefits are often sponsored by an employer and may include health insurance, life insurance, disability insurance, retirement plans, and other types of coverage.

These can be voluntary benefits where the employee pays some cost and can chose to participate or not. There are also benefits that are given to the employee as part of their overall compensation.

Some common types of group benefits include:
  • Health insurance
  • ​Group Life insurance
  • ​Group Disability insurance
  • Retirement plans: Employers may offer retirement plans, such as 401(k) plans or pension plans, to help employees save for retirement.
  • Other types of group benefits may include dental insurance, vision insurance, flexible spending accounts, and employee assistance programs.
Employers may offer group benefits as a way to attract and retain employees, as well as to promote the health and well-being of their workforce. Group benefits can also provide tax advantages for both the employer and the employee.

college funding

College funding can be a significant financial undertaking, as the cost of higher education has been rising in recent years. There are several options available to help students and their families pay for college, including scholarships, grants, loans, and work-study programs.

One important aspect of college funding is planning ahead. It is a good idea to start thinking about how you will pay for college well before your child is ready to enroll. This will give you time to research your options and make a plan. Some steps you can take to plan for college funding include:
  • Researching financial aid options
  • Saving for college
  • Evaluating your budget
  • Considering alternative options
EPIC Financial Strategies can help you understand the options available for you as well as, how to best position your assets to minimize there impact on your Child’s FAFSA application. 

There’s a reason why banks have

So much money...

It’s because they know how to profit from you and your money with every move they make. You’re a valuable asset they can’t afford to lose.

But what if you could turn the tables and be that valuable asset for yourself? What if you could be your own bank and start cashing in like the banks do?

How would that work?

👋 Hi, My name is Rob Gill, 
owner of EPIC Financial Strategies LLC.

I'm gonna let you in on something every financially savvy person is secretly obsessed with.

It's something they LOVE. ❤️

More than stocks, more than bonds, even more than real estate.

And the craziest part is this one secret advantage holds the key to profiting as banks do, building passive wealth, minimizing taxes, and securing a stable future.

But not everyone knows about this. And many are misinformed about how it actually works. But after years of working with countless individuals as a financial expert, I've witnessed this secret financial advantage to be the key to financial success.

Because once you understand it, You'll be able to create a financial plan so powerful that you'll become your own financial hero....

ROB GILL

…The person who controls their financial future.

No matter what your financial situation looks like right now…

If you're worried about high taxes eating into your income…

If you've given up hope of ever saving enough for retirement…

If you're not the most knowledgeable when it comes to investments and planning… It doesn't matter.

Because the moment you leverage this secret tool in your financial strategy… You'll feel a surge of financial stability that goes far beyond traditional savings… And makes you see your financial horizon in a whole new light.

You'll start to picture a secure future for yourself and your loved ones. When you tap into this powerful financial strategy, you literally become the master of your financial destiny, And in the process, you’ll also be able to STOP GIVING ALL YOUR MONEY AND POWER TO THE BANK.

So by now, you're probably wondering what this financial advantage is, right?

To put it simply, it's the strategic use of life insurance to build wealth and secure financial security.

LET ME EXPLAIN…

RETIREMENT PLANNING

Retirement planning is the process of determining how much money you will need to save and invest in order to have a comfortable retirement and what steps you need to take to achieve that goal. It involves analyzing your current financial situation, including your savings, investments, and debt, and creating a plan to help you achieve your retirement goals.

Some key questions to consider when planning for retirement include:
  • When do you want to retire?
  • ​How much money do you want to have saved by the time you retire?
  • ​How much money will you need to maintain your current standard of living in retirement?
  • ​What sources of income will you have in retirement, such as Social Security, pensions, and investments?
  • ​What expenses do you expect to have in retirement, such as housing, healthcare, and leisure activities?
EPIC Financial Strategies take a far more customized approach to this planning than a typical cookie cutter plan. EPIC will show you how to incorporate the power of actuarial science coupled with your market based investments to create a substantially higher and more sustainable income stream.

WEALTH MANAGEMENT

The goal of wealth management is to help clients achieve financial security and stability over the long term. This may involve developing strategies to grow and preserve wealth, minimize taxes, and manage risk. Wealth management is a collaborative process that involves ongoing communication and review to ensure that a client's financial plan stays on track and continues to meet their changing needs and goals. It involves developing a comprehensive financial plan that takes into account an individual's or family's current financial situation, future goals, and risk tolerance. Wealth management typically includes a range of financial services, such as investment management, financial planning, tax planning, estate planning, and risk management.

Disability insurance

Disability income insurance, also known as disability insurance or income protection, is a type of insurance that provides financial protection in the event that you are unable to work due to a disability. 

There are two main types of disability income insurance: short-term disability insurance and long-term disability insurance. Short-term disability insurance provides coverage for a specific period of time, typically between three months and one year. Long-term disability insurance provides coverage for a longer period of time, often until the policyholder reaches retirement age.

EPIC can help you build an income replacement plan that minimally covers the essentials for you. For those looking for more robust protection EPIC can design a plan that can help you to meet your current obligations and maintain your standard of living. This is where understanding your full financial picture becomes so important.

group benefits

Group benefits are employee benefits that are provided to a group of employees. These benefits are often sponsored by an employer and may include health insurance, life insurance, disability insurance, retirement plans, and other types of coverage.

These can be voluntary benefits where the employee pays some cost and can chose to participate or not. There are also benefits that are given to the employee as part of their overall compensation.

Some common types of group benefits include:
  • Health insurance
  • ​Group Life insurance
  • ​Group Disability insurance
  • Retirement plans: Employers may offer retirement plans, such as 401(k) plans or pension plans, to help employees save for retirement.
  • Other types of group benefits may include dental insurance, vision insurance, flexible spending accounts, and employee assistance programs.
Employers may offer group benefits as a way to attract and retain employees, as well as to promote the health and well-being of their workforce. Group benefits can also provide tax advantages for both the employer and the employee.

college funding

College funding can be a significant financial undertaking, as the cost of higher education has been rising in recent years. There are several options available to help students and their families pay for college, including scholarships, grants, loans, and work-study programs.

One important aspect of college funding is planning ahead. It is a good idea to start thinking about how you will pay for college well before your child is ready to enroll. This will give you time to research your options and make a plan. Some steps you can take to plan for college funding include:
  • Researching financial aid options
  • Saving for college
  • Evaluating your budget
  • Considering alternative options
EPIC Financial Strategies can help you understand the options available for you as well as, how to best position your assets to minimize there impact on your Child’s FAFSA application. 
So this is my advice…

DON’T BECOME THE ECONOMIC ROBOT SOCIETY WANTS YOU TO BECOME.

Look outside the box, and discover what the right type of life insurance can do to help you grow lasting wealth.

Life Insurance can allow you to become your own bank, plus all of these incredible benefits:

Tax-Deferred Growth:

Enjoy the benefit of your policy's cash value growing without the burden of annual taxes. This allows for more efficient wealth accumulation over time.

Tax-Free Access:

Access up to the amount you've paid into your policy tax-free. For gains beyond your contributions, you can borrow against the policy to still enjoy tax-free benefits.

Tax-Free Death Benefit:

Beneficiaries receive the policy's payout income tax-free, ensuring a secure financial legacy for your loved ones.

Loan Options:

Borrow against your policy's cash value for quick, flexible access to funds. This feature acts like a personal loan from yourself, offering control and continuous policy growth.

Financial Stability:

Life insurance offers stable, predictable growth compared to the volatility of the stock market, especially with whole-life policies from mutual insurance companies.

Estate Planning:

Properly structured life insurance can help in estate planning, ensuring your wealth is transferred to your heirs without heavy taxation.

Flexibility & Control:

Life insurance policies offer flexibility in accessing funds and control over repayment terms when you borrow against the policy.

Long-Term Strategy:

Ideal for individuals with a long-term financial perspective, offering a blend of growth, tax benefits, and financial security.

Living Benefits:

Beyond the death benefit, certain policies offer living benefits like home health care, and the ability to tap into the policy's principal in retirement.
So this is my advice…

DON’T BECOME THE ECONOMIC ROBOT SOCIETY WANTS YOU TO BECOME.

Look outside the box, and discover what the right type of life insurance can do to help you grow lasting wealth.

Life Insurance can allow you to become your own bank, plus all of these incredible benefits:

Tax-Deferred Growth:

Enjoy the benefit of your policy's cash value growing without the burden of annual taxes. This allows for more efficient wealth accumulation over time.

Tax-Free Access:

Access up to the amount you've paid into your policy tax-free. For gains beyond your contributions, you can borrow against the policy to still enjoy tax-free benefits.

Tax-Free Death Benefit:

Beneficiaries receive the policy's payout income tax-free, ensuring a secure financial legacy for your loved ones.

Loan Options:

Borrow against your policy's cash value for quick, flexible access to funds. This feature acts like a personal loan from yourself, offering control and continuous policy growth.

Financial Stability:

Life insurance offers stable, predictable growth compared to the volatility of the stock market, especially with whole-life policies from mutual insurance companies.

Estate Planning:

Properly structured life insurance can help in estate planning, ensuring your wealth is transferred to your heirs without heavy taxation.

Flexibility & Control:

Life insurance policies offer flexibility in accessing funds and control over repayment terms when you borrow against the policy.

Long-Term Strategy:

Ideal for individuals with a long-term financial perspective, offering a blend of growth, tax benefits, and financial security.

Living Benefits:

Beyond the death benefit, certain policies offer living benefits like home health care, and the ability to tap into the policy's principal in retirement.

HOW CAN YOU CLAIM 
ALL OF THESE BENEFITS?

For a limited time, I’m giving away FREE LIFE INSURANCE SAVING ACCOUNTS 
+ A COMPLETE CASHFLOW ANALYSIS with my dedicated team. 

This consists of a 
zero-pressure meeting

Where we’ll analyze your financial situation and cash flow and determine where and how we can help you save money and increase the number in your bank account. Plus, we’ll strategize exactly how a life insurance savings account could work for you.

This is an offer worth $XX — absolutely free to you today. 

There is no obligation, and if you decide that what we share with you isn’t of interest, you’ll walk away with a deeper understanding of your financial options, and likely a strategic plan to help you save in the future.

FILL OUT THE FORM TO CLAIM YOUR FREE LIFE INSURANCE SAVINGS ACCOUNT + ​A COMPLETE CASHFLOW ANALYSIS

HOW CAN YOU CLAIM 
ALL OF THESE BENEFITS?

For a limited time, I’m giving away FREE LIFE INSURANCE SAVING ACCOUNTS + A COMPLETE CASHFLOW ANALYSIS with my dedicated team. 

This consists of a 
zero-pressure meeting

Where we’ll analyze your financial situation and cash flow and determine where and how we can help you save money and increase the number in your bank account. Plus, we’ll strategize exactly how a life insurance savings account could work for you.

This is an offer worth $XX — absolutely free to you today. 

There is no obligation, and if you decide that what we share with you isn’t of interest, you’ll walk away with a deeper understanding of your financial options, and likely a strategic plan to help you save in the future.

FILL OUT THE FORM TO CLAIM YOUR FREE LIFE INSURANCE SAVINGS ACCOUNT + ​A COMPLETE CASHFLOW ANALYSIS

GET YOUR EPIC

CASHFLOW ANALYSIS.

Fill out the form below to have one of our financial experts reach out to you FREE of charge.
Our Cashflow Analysis saves the average person $9,000 a year!

⬇ FILL OUT THIS FORM HERE ⬇

First Name:
Last Name:
Email:
Phone Number:

*I understand that by completing this form I will be contacted by a member from the EPIC Financial Strategies Team and our partners at TaxHive, and added to the EPIC Financial Strategies newsletter. Your information will never be sold or shared with a 3rd party.

MEET THE

EPIC EXECUTIVE TEAM

Robert Gill

Founder | CEO
After two decades in the financial services space, Robert and his team have performed more than 23,000 cash flow analyses and over 10,000 financial plans. What they've learned from talking to clients is that they don't just want money. What people desire most is FINANCIAL FREEDOM. They want to be able to do what they want, when they want it, without any constraints. This is exactly what Robert sets out to do for each and every client.

Robert has been obsessed with providing the much-needed financial education that is so lacking in the world, so no one has to experience the pain and helplessness that his family did. He knows firsthand what happens to a family when it has to worry about money all the time. Growing up in a tough neighborhood in Bayonne, New Jersey, he watched as his father worked three jobs to support a family of six. There was no shortage of love – but there was a shortage of money. There was a constant fear of the unknown: How much does it take to support a family? When can I retire? What happens if the car breaks down?

His parents would have benefited from financial education. That's why Robert is dedicated to answering any questions you might have and to be the guide to bring you to an easier future. He can show you the right way to budget and prepare for tomorrow while still taking care of the wants and needs of today.

Alexa Criollo

[Chief of Staff, High-level Relationship Coordinator]
Alexa is dedicated not only to furthering the business interests of EPIC Financial Strategies, but helping her clients create the financial security they need to achieve their goals. With a profound understanding of the complexities of financial planning, Alexa helps clients to develop and execute comprehensive financial strategies that align with their goals.

Despite being initially drawn to a career in medicine because of her love for people, Alexa realized that the unpaid student loans and a lack of financial education was a challenge for far too many people. This ultimately led her to pursue a career in the financial industry where she could have a more profound impact on people's lives by helping them create generational wealth.

Overall, with a compassionate approach to financial planning and a strong dedication to serving, Alexa strives not only to become a leader in the industry, but as a proud Latina of Colombian decent, become a role model of what is possible. She hopes, through her efforts, to bridge the wealth gap within the Latino community that still exists.



Eddie Gartner

[Managing Director]
With his innovative approach and individualized service, Eddie Gartner helps clients maximize their wealth as they plan for their financial future. Going beyond traditional financial planning and advising, Eddie provides focused strategic planning which is designed to help coordinate and balance what clients want to achieve, with access to the products and services they can use to help get there.

As a Certified Family Business Specialist (CFBS) and having a Certificate in Business Succession Planning, he has an in-depth understanding of the many strategies and advanced concepts available in today’s business market place, and understands that each client has a uniqueness that needs to be handled in that manner.

Eddie earned his Bachelors of Science in Economics. He also earned his professional designations through the American College. Eddie enjoys spending time with his family at the lake or playing a round of golf. He currently resides in Warren, New Jersey with his wife Kirsten and two children Kaleigh and Gavin.




DWAYNE WRIGHT

[Director of Business Development & Underwriting]
Dwayne Wright, better known as "DJ," brings over a decade of experience as a Director of Business Development and Underwriting for EPIC Financial Strategies. Alongside Robert Gill, DJ has built a successful career specializing in case management, underwriting, and the development of strategic partnerships. DJ attended Pennsylvania State University, majored in psychology and criminology, which has undoubtedly influenced his exceptional interpersonal skills and understanding of human behavior. 

In addition to his professional endeavors, DJ is a dedicated family man, cherishing his role as a father to two young boys, Nathaniel and Isaiah. As a Director, DJ ensures that EPIC Financial Strategies prioritizes the management of post-issue relationships, guaranteeing unparalleled customer service and fosters strategic partnerships. With a high aptitude for communication and a deep understanding of underwriting risk analysis, DJ excels in methodically placing cases to achieve the best outcomes for clients. Whether diligently working behind the scenes or engaging directly with clients, DJ's meticulous approach to business significantly impacts EPIC Financial Strategies for the better.

Klaus Bartram

[ Voluntary Benefits Specialist ]
Whether he’s helping an entire school district or individual teachers, Klaus finds the best road toward financial stability. He shows districts, towns, and even correctional facilities how to enhance their benefit package with no direct cost. For employees, he teaches how to plan for maternity leave, protect their paycheck and draw a blue print for retirement.

Voluntary Benefits has been his passion during his two decades in the financial industry, helping small and large business owners alike. Klaus has also recruited and trained hundreds of new agents. He is especially proud that a number of his recruits now manage Fortune 500 companies and implement the same training strategies.

On LinkedIn, he is known as “The Teachers’ Financial Guy.” He gives tips to more than 10,000 educators every day on how to plan for retirement and how to protect themselves from the unexpected.

His wife, Laura has been a teacher for over 20 years. They live in Middletown, New Jersey with their children Connor, Molly and Declan. Klaus has also served as the Ambassador to the Children’s Hospital of Atlanta where he worked with other agents to raise money to help fight the battle of childhood cancer.

David Hammer

[ Financial Services Representative ]
David’s combination of experience, professionalism and versatility can help you meet your financial goals, estate strategies and insurance needs. Whether you are preparing for milestone life events like retirement or college, or whether you’re simply looking for daily help in providing more financial freedom, he can keep you on track. Some clients look to him for life, disability income or long-term care insurance protection.

David’s advice is informed by approximately 30 years in the financial services industry, including stints as a portfolio manager for a private money manager.

He is also a proud 3-time NYC Marathon finisher and enjoys regularly competing in endurance competitions, including half and full Ironman triathlons. David promises, along with the team at Epic, to give you a new level of attention, insight and capability.








Parker Russo

[ Chief Marketing Officer ]
Parker is considered to be the mind behind the branding and marketing of Epic Financial Strategies. He is experienced in all aspects of brand building and has brought Epic’s presence to life over the years by creating and building social media platforms, marketing campaigns, consistent content creation, website design, print marketing and more.

Parker is a graduate of Georgian Court University with a BA in Graphic Design and Digital Media. He currently resides in Monmouth County, New Jersey. Outside of Epic, Parker is also an experienced Master of Ceremonies for an entertainment company, with experience speaking in front of thousands of guests at weddings all over the Tri-State Area. He also enjoys traveling, graphic design, fitness and health.










Antonio Vaglica

[ Financial Services Representative ]
Born and raised in Long Island, New York, Antonio was a baseball player throughout his life. After a great four-year career playing Division 1, Antonio branched out into his other love: the financial services industry.

He started a podcast with his partner called “The LearnLead Podcast.” One of their guests was Epic’s founder, Rob Gill. Through the immediate synergy between them created on that podcast, Antonio came aboard the Epic team and continues to hit it out of the park. He looks forward to servicing his clients providing anything they may need.











Alexa Criollo

[ Financial Services Representative ]
Alexa is a Wealth Strategist at the renowned Epic Financial Strategies in Red Bank, New Jersey. She specializes in making sure her clients have the appropriate tools, so they are well prepared for their financial future.

She knows intimately what happens if someone doesn’t have a strong education in personal finances. Her understanding and her compassion inspires her approach of guiding financial planning with education. She ensures that her clients are well-informed and can make educated decisions when it comes to their money.

She has the privilege of helping individuals, business owners, and entrepreneurs in protecting, leveraging, and building their wealth. She is an active public speaker on topics such as financial literacy, money mindset, and financial planning.

Alexa is a SUNY New Paltz graduate, and currently lives in Queens, NY. She goes snowboarding when she’s not helping others. A proud Latina, being bilingual lets her serve those whose native language is Spanish. Her mission is to retire her mother, create generational wealth for her family and continue to guide others in optimizing their financial journey.

Bruce Bock

[ Financial Services Representative ]
After a successful 30-year career in sales, and an early retirement, Bruce still wanted to help people. That’s why he recently joined the Epic team as a Licensed Insurance Specialist. A dedicated professional, Bruce is committed to providing financial knowledge and assistance in the insurance industry.

Born and raised in Jersey City, New Jersey, Bruce studied Economics and Business Administration at Upsala College. He brings a wealth of experience to a very talented Epic family. Bruce looks forward to once again providing excellent service to all clients.











GET YOUR EPIC

CASHFLOW ANALYSIS.

Fill out the form below to have one of our financial experts reach out to you FREE of charge.

⬇ FILL OUT THIS FORM HERE ⬇

First Name:
Last Name:
Email:
Phone Number:

*I understand that by completing this form I will be contacted by a member from the EPIC Financial Strategies Team, and added to the EPIC Financial Strategies newsletter. Your information will never be sold or shared with a 3rd party.

MEET THE

EPIC EXECUTIVE TEAM

Robert Gill

Founder | CEO
After two decades in the financial services space, Robert and his team have performed more than 23,000 cash flow analyses and over 10,000 financial plans. What they've learned from talking to clients is that they don't just want money. What people desire most is FINANCIAL FREEDOM. They want to be able to do what they want, when they want it, without any constraints. This is exactly what Robert sets out to do for each and every client.

Robert has been obsessed with providing the much-needed financial education that is so lacking in the world, so no one has to experience the pain and helplessness that his family did. He knows firsthand what happens to a family when it has to worry about money all the time. Growing up in a tough neighborhood in Bayonne, New Jersey, he watched as his father worked three jobs to support a family of six. There was no shortage of love – but there was a shortage of money. There was a constant fear of the unknown: How much does it take to support a family? When can I retire? What happens if the car breaks down?

His parents would have benefited from financial education. That's why Robert is dedicated to answering any questions you might have and to be the guide to bring you to an easier future. He can show you the right way to budget and prepare for tomorrow while still taking care of the wants and needs of today.

Alexa Criollo

[Chief of Staff, High-level Relationship Coordinator]
Alexa is dedicated not only to furthering the business interests of EPIC Financial Strategies, but helping her clients create the financial security they need to achieve their goals. With a profound understanding of the complexities of financial planning, Alexa helps clients to develop and execute comprehensive financial strategies that align with their goals.

Despite being initially drawn to a career in medicine because of her love for people, Alexa realized that the unpaid student loans and a lack of financial education was a challenge for far too many people. This ultimately led her to pursue a career in the financial industry where she could have a more profound impact on people's lives by helping them create generational wealth.

Overall, with a compassionate approach to financial planning and a strong dedication to serving, Alexa strives not only to become a leader in the industry, but as a proud Latina of Colombian decent, become a role model of what is possible. She hopes, through her efforts, to bridge the wealth gap within the Latino community that still exists.

EDDIE GARTNER

[Managing Director]
With his innovative approach and individualized service, Eddie Gartner helps clients maximize their wealth as they plan for their financial future. Going beyond traditional financial planning and advising, Eddie provides focused strategic planning which is designed to help coordinate and balance what clients want to achieve, with access to the products and services they can use to help get there.

As a Certified Family Business Specialist (CFBS) and having a Certificate in Business Succession Planning, he has an in-depth understanding of the many strategies and advanced concepts available in today’s business market place, and understands that each client has a uniqueness that needs to be handled in that manner.

Eddie earned his Bachelors of Science in Economics. He also earned his professional designations through the American College. Eddie enjoys spending time with his family at the lake or playing a round of golf. He currently resides in Warren, New Jersey with his wife Kirsten and two children Kaleigh and Gavin.

DWAYNE WRIGHT

[Director of Business Development & Underwriting]
Dwayne Wright, better known as "DJ," brings over a decade of experience as a Director of Business Development and Underwriting for EPIC Financial Strategies. Alongside Robert Gill, DJ has built a successful career specializing in case management, underwriting, and the development of strategic partnerships. DJ attended Pennsylvania State University, majored in psychology and criminology, which has undoubtedly influenced his exceptional interpersonal skills and understanding of human behavior. 

In addition to his professional endeavors, DJ is a dedicated family man, cherishing his role as a father to two young boys, Nathaniel and Isaiah. As a Director, DJ ensures that EPIC Financial Strategies prioritizes the management of post-issue relationships, guaranteeing unparalleled customer service and fosters strategic partnerships. With a high aptitude for communication and a deep understanding of underwriting risk analysis, DJ excels in methodically placing cases to achieve the best outcomes for clients. Whether diligently working behind the scenes or engaging directly with clients, DJ's meticulous approach to business significantly impacts EPIC Financial Strategies for the better.

Klaus Bartram

[ Voluntary Benefits Specialist ]
Whether he’s helping an entire school district or individual teachers, Klaus finds the best road toward financial stability. He shows districts, towns, and even correctional facilities how to enhance their benefit package with no direct cost. For employees, he teaches how to plan for maternity leave, protect their paycheck and draw a blue print for retirement.

Voluntary Benefits has been his passion during his two decades in the financial industry, helping small and large business owners alike. Klaus has also recruited and trained hundreds of new agents. He is especially proud that a number of his recruits now manage Fortune 500 companies and implement the same training strategies.

On LinkedIn, he is known as “The Teachers’ Financial Guy.” He gives tips to more than 10,000 educators every day on how to plan for retirement and how to protect themselves from the unexpected.

His wife, Laura has been a teacher for over 20 years. They live in Middletown, New Jersey with their children Connor, Molly and Declan. Klaus has also served as the Ambassador to the Children’s Hospital of Atlanta where he worked with other agents to raise money to help fight the battle of childhood cancer.

David Hammer

[ Financial Services Representative ]
David’s combination of experience, professionalism and versatility can help you meet your financial goals, estate strategies and insurance needs. Whether you are preparing for milestone life events like retirement or college, or whether you’re simply looking for daily help in providing more financial freedom, he can keep you on track. Some clients look to him for life, disability income or long-term care insurance protection.

David’s advice is informed by approximately 30 years in the financial services industry, including stints as a portfolio manager for a private money manager.

He is also a proud 3-time NYC Marathon finisher and enjoys regularly competing in endurance competitions, including half and full Ironman triathlons. David promises, along with the team at Epic, to give you a new level of attention, insight and capability.








Parker Russo

[ Chief Marketing Officer ]
Parker is considered to be the mind behind the branding and marketing of Epic Financial Strategies. He is experienced in all aspects of brand building and has brought Epic’s presence to life over the years by creating and building social media platforms, marketing campaigns, consistent content creation, website design, print marketing and more.

Parker is a graduate of Georgian Court University with a BA in Graphic Design and Digital Media. He currently resides in Monmouth County, New Jersey. Outside of Epic, Parker is also an experienced Master of Ceremonies for an entertainment company, with experience speaking in front of thousands of guests at weddings all over the Tri-State Area. He also enjoys traveling, graphic design, fitness and health.










Antonio Vaglica

[ Financial Services Representative ]
Born and raised in Long Island, New York, Antonio was a baseball player throughout his life. After a great four-year career playing Division 1, Antonio branched out into his other love: the financial services industry.

He started a podcast with his partner called “The LearnLead Podcast.” One of their guests was Epic’s founder, Rob Gill. Through the immediate synergy between them created on that podcast, Antonio came aboard the Epic team and continues to hit it out of the park. He looks forward to servicing his clients providing anything they may need.











Alexa Criollo

[ Financial Services Representative ]
Alexa is a Wealth Strategist at the renowned Epic Financial Strategies in Red Bank, New Jersey. She specializes in making sure her clients have the appropriate tools, so they are well prepared for their financial future.

She knows intimately what happens if someone doesn’t have a strong education in personal finances. Her understanding and her compassion inspires her approach of guiding financial planning with education. She ensures that her clients are well-informed and can make educated decisions when it comes to their money.

She has the privilege of helping individuals, business owners, and entrepreneurs in protecting, leveraging, and building their wealth. She is an active public speaker on topics such as financial literacy, money mindset, and financial planning.

Alexa is a SUNY New Paltz graduate, and currently lives in Queens, NY. She goes snowboarding when she’s not helping others. A proud Latina, being bilingual lets her serve those whose native language is Spanish. Her mission is to retire her mother, create generational wealth for her family and continue to guide others in optimizing their financial journey.

Bruce Bock

[ Financial Services Representative ]
After a successful 30-year career in sales, and an early retirement, Bruce still wanted to help people. That’s why he recently joined the Epic team as a Licensed Insurance Specialist. A dedicated professional, Bruce is committed to providing financial knowledge and assistance in the insurance industry.

Born and raised in Jersey City, New Jersey, Bruce studied Economics and Business Administration at Upsala College. He brings a wealth of experience to a very talented Epic family. Bruce looks forward to once again providing excellent service to all clients.











WHAT OTHER PEOPLE ARE SAYING

Kuda Biza

Serial Entrepreneur,
Co-Founder of Nunbelievable

Michael Smikun

Head Attorney at
Callagy Law

Bill Spadea

TV HOST & RADIO PERSONALITY
“Rob Gill and his team are phenomenal. They helped educate me on my current investment plans, saving me thousands each year, and opened up so many better opportunities to kick-start my retirement funds. I am in a much more secure spot thanks to the EPIC Team!" 



Kyle Evans

Student & New Investor
“As someone new to the investment space, I honestly had no idea what I was doing, but The EPIC Path helped me understand all the options available to me, and now I actually have positive cash flow investments and long term goals. Very happy with this whole team."   



David Meltzer

CO-Founder of Sports 1 Marketing & Former CEO of Leigh Steinberg Sports & Entertainment
“I love working with Rob Gill and EPIC because he understands the plateau and grow model, through aggregation and compound interest + the rule of 72. He reconciles the persistence of aggregate effect to build wealth. He builds the money tree and displays how truly important it is to build your own bank.”

Kody Shreve

Shreve Mobile Welding
"On my journey to becoming financially free, I came across EPIC Financial Strategies. It has been much more than just setting up a policy and never talking to you again. They have stayed engaged in my life with consistent face-to-face meetings and have helped me in my personal investment goals with tools like the EPIC Wealth Builder. Personal interactions like this, is what makes EPIC one of the absolute best."

Klaus Bartram

[ Voluntary Benefits Specialist ]
Whether he’s helping an entire school district or individual teachers, Klaus finds the best road toward financial stability. He shows districts, towns, and even correctional facilities how to enhance their benefit package with no direct cost. For employees, he teaches how to plan for maternity leave, protect their paycheck and draw a blue print for retirement.

Voluntary Benefits has been his passion during his two decades in the financial industry, helping small and large business owners alike. Klaus has also recruited and trained hundreds of new agents. He is especially proud that a number of his recruits now manage Fortune 500 companies and implement the same training strategies.

On LinkedIn, he is known as “The Teachers’ Financial Guy.” He gives tips to more than 10,000 educators every day on how to plan for retirement and how to protect themselves from the unexpected.

His wife, Laura has been a teacher for over 20 years. They live in Middletown, New Jersey with their children Connor, Molly and Declan. Klaus has also served as the Ambassador to the Children’s Hospital of Atlanta where he worked with other agents to raise money to help fight the battle of childhood cancer.

David Hammer

[ Financial Services Representative ]
David’s combination of experience, professionalism and versatility can help you meet your financial goals, estate strategies and insurance needs. Whether you are preparing for milestone life events like retirement or college, or whether you’re simply looking for daily help in providing more financial freedom, he can keep you on track. Some clients look to him for life, disability income or long-term care insurance protection.

David’s advice is informed by approximately 30 years in the financial services industry, including stints as a portfolio manager for a private money manager.

He is also a proud 3-time NYC Marathon finisher and enjoys regularly competing in endurance competitions, including half and full Ironman triathlons. David promises, along with the team at Epic, to give you a new level of attention, insight and capability.








Parker Russo

[ Chief Marketing Officer ]
Parker is considered to be the mind behind the branding and marketing of Epic Financial Strategies. He is experienced in all aspects of brand building and has brought Epic’s presence to life over the years by creating and building social media platforms, marketing campaigns, consistent content creation, website design, print marketing and more.

Parker is a graduate of Georgian Court University with a BA in Graphic Design and Digital Media. He currently resides in Monmouth County, New Jersey. Outside of Epic, Parker is also an experienced Master of Ceremonies for an entertainment company, with experience speaking in front of thousands of guests at weddings all over the Tri-State Area. He also enjoys traveling, graphic design, fitness and health.










Antonio Vaglica

[ Financial Services Representative ]
Born and raised in Long Island, New York, Antonio was a baseball player throughout his life. After a great four-year career playing Division 1, Antonio branched out into his other love: the financial services industry.

He started a podcast with his partner called “The LearnLead Podcast.” One of their guests was Epic’s founder, Rob Gill. Through the immediate synergy between them created on that podcast, Antonio came aboard the Epic team and continues to hit it out of the park. He looks forward to servicing his clients providing anything they may need.











Alexa Criollo

[ Financial Services Representative ]
Alexa is a Wealth Strategist at the renowned Epic Financial Strategies in Red Bank, New Jersey. She specializes in making sure her clients have the appropriate tools, so they are well prepared for their financial future.

She knows intimately what happens if someone doesn’t have a strong education in personal finances. Her understanding and her compassion inspires her approach of guiding financial planning with education. She ensures that her clients are well-informed and can make educated decisions when it comes to their money.

She has the privilege of helping individuals, business owners, and entrepreneurs in protecting, leveraging, and building their wealth. She is an active public speaker on topics such as financial literacy, money mindset, and financial planning.

Alexa is a SUNY New Paltz graduate, and currently lives in Queens, NY. She goes snowboarding when she’s not helping others. A proud Latina, being bilingual lets her serve those whose native language is Spanish. Her mission is to retire her mother, create generational wealth for her family and continue to guide others in optimizing their financial journey.

Bruce Bock

[ Financial Services Representative ]
After a successful 30-year career in sales, and an early retirement, Bruce still wanted to help people. That’s why he recently joined the Epic team as a Licensed Insurance Specialist. A dedicated professional, Bruce is committed to providing financial knowledge and assistance in the insurance industry.

Born and raised in Jersey City, New Jersey, Bruce studied Economics and Business Administration at Upsala College. He brings a wealth of experience to a very talented Epic family. Bruce looks forward to once again providing excellent service to all clients.











WHAT OTHER PEOPLE ARE SAYING

Kuda Biza

Serial Entrepreneur,
Co-Founder of Nunbelievable

Michael Smikun

Head Attorney at
Callagy Law

Bill Spadea

TV HOST & RADIO PERSONALITY
“Rob Gill and his team are phenomenal. They helped educate me on my current investment plans, saving me thousands each year, and opened up so many better opportunities to kick-start my retirement funds. I am in a much more secure spot thanks to the EPIC Team!" 



Kyle Evans

Student & New Investor
“As someone new to the investment space, I honestly had no idea what I was doing, but The EPIC Path helped me understand all the options available to me, and now I actually have positive cash flow investments and long term goals. Very happy with this team."   



David Meltzer

CO-Founder of Sports 1 Marketing & Former CEO of Leigh Steinberg Sports & Entertainment
“I love working with Rob Gill and EPIC because he understands the plateau and grow model, through aggregation and compound interest + the rule of 72. He reconciles the persistence of aggregate effect to build wealth. He builds the money tree and displays how truly important it is to build your own bank.”

Kody Shreve

Shreve Mobile Welding
"On my journey to becoming financially free, I came across EPIC Financial Strategies. It has been much more than just setting up a policy and never talking to you again. They have stayed engaged in my life with consistent face-to-face meetings and have helped me in my personal investment goals with tools like the EPIC Wealth Builder. Personal interactions like this, is what makes EPIC one of the absolute best."

Klaus Bartram

[ Voluntary Benefits Specialist ]
Whether he’s helping an entire school district or individual teachers, Klaus finds the best road toward financial stability. He shows districts, towns, and even correctional facilities how to enhance their benefit package with no direct cost. For employees, he teaches how to plan for maternity leave, protect their paycheck and draw a blue print for retirement.

Voluntary Benefits has been his passion during his two decades in the financial industry, helping small and large business owners alike. Klaus has also recruited and trained hundreds of new agents. He is especially proud that a number of his recruits now manage Fortune 500 companies and implement the same training strategies.

On LinkedIn, he is known as “The Teachers’ Financial Guy.” He gives tips to more than 10,000 educators every day on how to plan for retirement and how to protect themselves from the unexpected.

His wife, Laura has been a teacher for over 20 years. They live in Middletown, New Jersey with their children Connor, Molly and Declan. Klaus has also served as the Ambassador to the Children’s Hospital of Atlanta where he worked with other agents to raise money to help fight the battle of childhood cancer.

David Hammer

[ Financial Services Representative ]
David’s combination of experience, professionalism and versatility can help you meet your financial goals, estate strategies and insurance needs. Whether you are preparing for milestone life events like retirement or college, or whether you’re simply looking for daily help in providing more financial freedom, he can keep you on track. Some clients look to him for life, disability income or long-term care insurance protection.

David’s advice is informed by approximately 30 years in the financial services industry, including stints as a portfolio manager for a private money manager.

He is also a proud 3-time NYC Marathon finisher and enjoys regularly competing in endurance competitions, including half and full Ironman triathlons. David promises, along with the team at Epic, to give you a new level of attention, insight and capability.








Parker Russo

[ Chief Marketing Officer ]
Parker is considered to be the mind behind the branding and marketing of Epic Financial Strategies. He is experienced in all aspects of brand building and has brought Epic’s presence to life over the years by creating and building social media platforms, marketing campaigns, consistent content creation, website design, print marketing and more.

Parker is a graduate of Georgian Court University with a BA in Graphic Design and Digital Media. He currently resides in Monmouth County, New Jersey. Outside of Epic, Parker is also an experienced Master of Ceremonies for an entertainment company, with experience speaking in front of thousands of guests at weddings all over the Tri-State Area. He also enjoys traveling, graphic design, fitness and health.










Antonio Vaglica

[ Financial Services Representative ]
Born and raised in Long Island, New York, Antonio was a baseball player throughout his life. After a great four-year career playing Division 1, Antonio branched out into his other love: the financial services industry.

He started a podcast with his partner called “The LearnLead Podcast.” One of their guests was Epic’s founder, Rob Gill. Through the immediate synergy between them created on that podcast, Antonio came aboard the Epic team and continues to hit it out of the park. He looks forward to servicing his clients providing anything they may need.











Alexa Criollo

[ Financial Services Representative ]
Alexa is a Wealth Strategist at the renowned Epic Financial Strategies in Red Bank, New Jersey. She specializes in making sure her clients have the appropriate tools, so they are well prepared for their financial future.

She knows intimately what happens if someone doesn’t have a strong education in personal finances. Her understanding and her compassion inspires her approach of guiding financial planning with education. She ensures that her clients are well-informed and can make educated decisions when it comes to their money.

She has the privilege of helping individuals, business owners, and entrepreneurs in protecting, leveraging, and building their wealth. She is an active public speaker on topics such as financial literacy, money mindset, and financial planning.

Alexa is a SUNY New Paltz graduate, and currently lives in Queens, NY. She goes snowboarding when she’s not helping others. A proud Latina, being bilingual lets her serve those whose native language is Spanish. Her mission is to retire her mother, create generational wealth for her family and continue to guide others in optimizing their financial journey.

Bruce Bock

[ Financial Services Representative ]
After a successful 30-year career in sales, and an early retirement, Bruce still wanted to help people. That’s why he recently joined the Epic team as a Licensed Insurance Specialist. A dedicated professional, Bruce is committed to providing financial knowledge and assistance in the insurance industry.

Born and raised in Jersey City, New Jersey, Bruce studied Economics and Business Administration at Upsala College. He brings a wealth of experience to a very talented Epic family. Bruce looks forward to once again providing excellent service to all clients.











EPIC FINANCIAL STRATEGIES
2 BRIDGE AVENUE SUITE 634
RED BANK, NJ 07701
EPIC FINANCIAL STRATEGIES
2 BRIDGE AVENUE SUITE 634
RED BANK, NJ 07701
EPIC Financial Strategies is a trade name referring to EPIC Insurance Services, LLC. All references to “EPIC” contained in this video pertain to EPIC Insurance Services, LLC.

Robert Gill is not in the business of providing investment advice and specifically disclaims any liability, loss or risk incurred as a consequence, either directly or indirectly, through the use of any of the information contained in this video. Also, Robert Gill, in his appearance on various social media platforms, does NOT provide ANY legal, accounting, securities, investment or tax advice, and the opinions he shares are not intended to be a substitute for meeting with professional advisors. If legal advice or other expert assistance is required, the services of competent, licensed and certified professionals should be sought. In addition, Robert Gill does not endorse ANY specific investments, financial advisors or securities brokerage firms. Robert Gill is not a securities-licensed professional, financial planner or investment advisor.

Where return on investment is discussed or referenced by the presenter or in the written materials, the figures used are for illustration purposes only, and are not intended to indicate that an investment in any particular investment or investment sector will necessarily generate any specific return.

Before making any investment or other significant financial decision, viewers should consult with qualified and licensed professionals, who will assess the appropriateness of the decision in light of each individual’s specific goals, experiences and financial status.
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