countdown
00 Years 00 Months 00 Weeks 00 Days 00 Hours 00 Minutes 00 Seconds

EPIC Financial Strategies & DAVID MELTZER present...

When the Market Shakes, Who’s Really in Control of Your Money?

Build a Private Banking System That 

Works in Any Economy

ONE-TIME LIVE EVENT: THURSDAY, JANUARY 29TH, 2026 @ 8PM EST | 7PM CST | 6PM MST | 5PM PST

learn how to ACHIEVE YOUR

american

dream

through building wealth in today's market

 ONE LIVE SESSION ONLY: JUNE 29, 2023

5PM PT / 6PM MT / 7PM CT / 8PM ET
countdown
00Years00Months00Weeks00Days00Hours00Minutes00Seconds
countdown
00Years00Months00Weeks00Days00Hours00Minutes00Seconds

EPIC Financial Strategies & David meltzer present...

When the Market Shakes, Who’s Really in Control of Your Money?

Build a Private Banking System That Works in Any Economy

ONE-TIME LIVE EVENT: THURSDAY, JANUARY 29TH, 2026 @ 8PM EST | 7PM CST | 6PM MST | 5PM PST

LIVE 90-MINUTE TRAINING WITH ROB GILL & SPECIAL GUEST DAVID MELTZER

TURN LIFE INSURANCE INTO

TURN LIFE INSURANCE INTO

A CASH-BUILDING MACHINE

A CASH-BUILDING MACHINE

HERE'S WHAT THIS VIRTUAL

TRAINING WILL COVER:

  • How Cash Flow Banking Actually Works: We’ll show you step-by-step how to use whole life insurance to build cash value, access it tax-free, and use it while you’re still alive + real world examples
  • Designing Your Policy the Right Way: Learn how to avoid the traps and design your life insurance for cash growth, not just a death benefit.
  • How to Access BOTH Living and Death Benefits: Tap into your policy without canceling it and keep your legacy protected.
  • David Meltzer’s 5-Part Framework for Achieving Financial Goals: Discover how to apply his Who, What, How, Now, and Why method to move from idea to execution, fast.
  • ​Why This Works for Entrepreneurs, Real Estate Investors, and High-Earners: This strategy isn’t just for the ultra-wealthy. It’s for anyone who wants more control, more liquidity, and long-term security.

⬇ SPECIAL INVITE: RSVP BELOW ⬇

⬇ SPECIAL INVITE: RSVP BELOW ⬇

TUESDAY, JANUARY 29TH, 2026

 8PM EST | 7PM CST | 6PM MST | 5PM PST

   First Name

   Last Name

   Phone Number

   Email Address

I agree to receive reminder and promotional text messages from the EPIC Financial Strategies Team and recognize that my information will never be shared with third parties or sold. Msg & Data rates may apply. 

  We will never spam, rent, or sell your information.  By opting in above, you will
only receive messaging from the EPIC Financial Strategies Team.

  We will never spam, rent, or sell your information.  By opting in above, you will only receive messaging from the EPIC Financial Strategies Team.

HURRY! THIS EVENT STARTS IN:

countdown
00 Years 00 Months 00 Weeks 00 Days 00 Hours 00 Minutes 00 Seconds
countdown
00 Years 00 Months 00 Weeks 00 Days 00 Hours 00 Minutes 00 Seconds

HERE'S WHAT THIS VIRTUAL

TRAINING WILL COVER:

  • How Cash Flow Banking Actually Works: We’ll show you step-by-step how to use whole life insurance to build cash value, access it tax-free, and use it while you’re still alive + real world examples.
  • Designing Your Policy the Right Way: Learn how to avoid the traps and design your life insurance for cash growth, not just a death benefit.
  • How to Access BOTH Living and Death Benefits: Tap into your policy without canceling it and keep your legacy protected.
  • David Meltzer’s 5-Part Framework for Achieving Financial Goals: Discover how to apply his Who, What, How, Now, and Why method to move from idea to execution, fast.
  • ​Why This Works for Entrepreneurs, Real Estate Investors, and High-Earners: This strategy isn’t just for the ultra-wealthy. It’s for anyone who wants more control, more liquidity, and long-term security.

THIS YEAR WAS A WAKE-UP CALL

THURSDAY, JANUARY 29TH, 2026 @ 8PM EST | 7PM CST | 6PM MST | 5PM PST

Here's The Truth My Friend...

If you’re done guessing with your finances…

If you’re tired of handing over control to banks, Wall Street, or outdated advice…

This training is an opportunity to finally understand how money really works and how to make it work for you.

We’re handing you the blueprint that the top 1% have used for decades to create security, freedom, and options.

We’ll show you how to become your own bank using tools already available to you. Tools that, chances are, no one’s ever explained the right way.

This isn’t just about life insurance. It’s about a system that gives you:
  • Access to cash when you need it
  • Tax-free growth
  • A strategy you actually understand and control
You’ll walk away knowing how to build wealth without handing your future to the stock market.

So why now?

Because the world isn’t getting simpler. It’s getting riskier.
And the sooner you take ownership of your financial plan, the more options you’ll have when it counts.

We’ll show you how to use your money on your terms in this one-night-only live training.

THIS YEAR WAS A WAKE-UP CALL

THURSDAY, JANUARY 29TH, 2026 @ 8PM EST | 7PM CST | 6PM MST | 5PM PST

Here's The Truth My Friend...

If you’re done guessing with your finances…

If you’re tired of handing over control to banks, Wall Street, or outdated advice…

This training is an opportunity to finally understand how money really works and how to make it work for you.

We’re handing you the blueprint that the top 1% have used for decades to create security, freedom, and options.

We’ll show you how to become your own bank using tools already available to you. Tools that, chances are, no one’s ever explained the right way.

This isn’t just about life insurance. It’s about a system that gives you:
  • Access to cash when you need it
  • Tax-free growth
  • A strategy you actually understand and control
You’ll walk away knowing how to build wealth without handing your future to the stock market.

So why now?

Because the world isn’t getting simpler. It’s getting riskier.
And the sooner you take ownership of your financial plan, the more options you’ll have when it counts.

We’ll show you how to use your money on your terms in this one-night-only live training.

learn how to ACHIEVE YOUR

american

dream

through building wealth in today's market

 ONE LIVE SESSION ONLY: JUNE 29, 2023

5PM PT / 6PM MT / 7PM CT / 8PM ET
countdown
00 Years 00 Months 00 Weeks 00 Days 00 Hours 00 Minutes 00 Seconds
countdown
00 Years 00 Months 00 Weeks 00 Days 00 Hours 00 Minutes 00 Seconds

TOP REASONS YOU WANT TO ATTEND THIS

VIRTUAL TRAINING

NUMBER 1

See how the wealthy create leverage by earning in multiple places at once.

NUMBER 2

Learn how to create a tax-free income for retirement.

NUMBER 3

Understand how to protect your money from market volatility.

NUMBER #4

Discover how to access both the death benefit and living benefits from life insurance.

NUMBER #5

Learn how to turn your policy into a private financing tool for big purchases.

NUMBER #6

Get clarity on how to use life insurance to fund real estate, business, or education.

NUMBER #7

See real examples of how this strategy works in everyday life.

NUMBER #8

Learn how to build wealth without relying on banks or risky investments.

NUMBER #9

Understand how to use this strategy to create generational wealth.

TOP REASONS YOU WANT TO ATTEND THIS

VIRTUAL TRAINING

NUMBER #1

Discover how to access both the death benefit and living benefits from life insurance.

NUMBER #2

Learn how to create a tax-free income for retirement.

NUMBER #3

Understand how to protect your money from market volatility.

NUMBER #4

See how the wealthy create leverage by earning in multiple places at once.

NUMBER #5

Learn how to turn your policy into a private financing tool for big purchases.

NUMBER #6

Get clarity on how to use life insurance to fund real estate, business, or education.

NUMBER #7

See real examples of how this strategy works in everyday life.

NUMBER #8

Learn how to build wealth without relying on banks or risky investments.

NUMBER #9

Understand how to use this strategy to create generational wealth.

 FEW SPOTS LEFT

This Exclusive Event Will Start In:

countdown
00 Years 00 Months 00 Weeks 00 Days 00 Hours 00 Minutes 00 Seconds

WHAT PEOPLE ARE SAYING ABOUT WORKING WITH

ROB GILL AND EPIC

FINANCIAL STRATEGIES...

Kuda Biza

Serial Entrepreneur,
Co-Founder of Nunbelievable

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 Financial Strategies 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 Financial Strategies 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 these guys 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 PEOPLE ARE SAYING ABOUT WORKING WITH

ROB GILL AND EPIC FINANCIAL STRATEGIES...

Kuda Biza

Serial Entrepreneur,
Co-Founder of Nunbelievable

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 Financial Strategies 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 Financial Strategies 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 these guys 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.











A SPECIAL MESSAGE FROM ROB

Founder & CEO, EPIC Financial Strategies

Hey Friend,

I’ve seen too many people stuck in the same financial traps, simply because no one ever showed them the strategies that actually work. This training is my way of changing that.
This is a real blueprint for building wealth with purpose and clarity.

I’m inviting you to join me on a journey of financial transformation in 2026. If you're ready to take control and start building the life you deserve, this is step one.

I’ll see you on the inside!

- ROB GILL

Who is

DAVID MELTZER

SPEAKER | AUTHOR | ENTREPRENEUR

​​David Meltzer is the Chairman of the Napoleon Hill Institute and formerly served as CEO of the renowned Leigh Steinberg Sports & Entertainment agency, which was the inspiration for the movie Jerry Maguire. He is a globally recognized entrepreneur, investor, and top business coach. Variety Magazine has recognized him as their Sports Humanitarian of the Year and has been awarded the Ellis Island Medal of Honor.

As Executive Producer of the Apple TV series 2 Minute Drill and Office Hours, as well as Entrepreneur's #1 digital business show, Elevator Pitch, David brings unmatched insights to audiences worldwide. His journey has been featured in books, movies, and TV, including World’s Greatest Motivators, Think and Grow Rich, and Netflix’s Beyond the Secret. His life’s mission is to empower OVER 1 BILLION people to be happy! This simple yet powerful mission has led him on an incredible journey to provide one thing… VALUE. In all his content and communication, that’s exactly what you’ll receive.

Who is

DAVID MELTZER

SPEAKER | AUTHOR | ENTREPRENEUR

​​David Meltzer is the Chairman of the Napoleon Hill Institute and formerly served as CEO of the renowned Leigh Steinberg Sports & Entertainment agency, which was the inspiration for the movie Jerry Maguire. He is a globally recognized entrepreneur, investor, and top business coach. Variety Magazine has recognized him as their Sports Humanitarian of the Year and has been awarded the Ellis Island Medal of Honor.

As Executive Producer of the Apple TV series 2 Minute Drill and Office Hours, as well as Entrepreneur's #1 digital business show, Elevator Pitch, David brings unmatched insights to audiences worldwide. His journey has been featured in books, movies, and TV, including World’s Greatest Motivators, Think and Grow Rich, and Netflix’s Beyond the Secret. His life’s mission is to empower OVER 1 BILLION people to be happy! This simple yet powerful mission has led him on an incredible journey to provide one thing… VALUE. In all his content and communication, that’s exactly what you’ll receive.

A SPECIAL MESSAGE FROM ROB

Founder & CEO 
EPIC Financial Strategies

Hey Friend,

I’ve seen too many people stuck in the same financial traps, simply because no one ever showed them the strategies that actually work. This training is my way of changing that.
This is a real blueprint for building wealth with purpose and clarity.

I’m inviting you to join me on a journey of financial transformation in 2026. If you're ready to take control and start building the life you deserve, this is step one.

I’ll see you on the inside!

- ROB GILL

ABOUT EPIC

Who We Are

We at EPIC are highly trained financial strategists who show you how to create the optimal amount of wealth with little or no additional out of pocket costs.

We create a personalized financial road map tailored to your investment goals, as well as create
a financial dashboard so you can maximize the integration & coordination of all your assets on
one page.

Brought to you by 

Rob Gill and EPIC Financial Strategies

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.


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.











ABOUT EPIC

Who We Are

We at EPIC are highly trained financial strategists who show you how to create the optimal amount of wealth with little or no additional out of pocket costs.

We create a personalized financial road map tailored to your investment goals, as well as create
a financial dashboard so you can maximize the integration & coordination of all your assets on
one page.

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.

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.











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.
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.
See What My Students Have Said:
“Kris’ real estate program has opened my eyes to so many possibilities! It has taught me how to not only have confidence in myself and my investing abilities, but also the best ways to make deals happen. I came into the program not knowing a thing about real estate, and within weeks I had a deal under contract. It was a lease option for the home I was living in, and they were giving me a $12,000 option payment! Incredible!”
-Chevelle Clement
“When I got started with Kris I made a 90 day goal of making $15,000. On my first deal I was able to get a house under contract using Kris’ system and then I leased it back out for $5,000 down. The tenant pays me $1,300 a month and I only have to pay the owner $800 a month. Thats a $500 cash flow each month.

Then on my second deal I found an owner that wanted to sell fast so I found a solution with a quick fix and flip and made over $50,000 profit in 4 weeks. It was a lot of busy work but I got way past my original goal. Now I am working on a 3rd deal!”
-Brian Rice
"Thanks to Kris Krohn, and the rest of Kris Krohn's Private RE Community. My first investment property will close this Monday. Planning to get a second by the end of the year, and a third next year. I remember one year ago just watching your videos and saying, 'man I wish I could be like Kris'. Now i'm a step closer to saying, "goodbye job!"
-Jermaine-Allen Agustin


“I turned 21 not to long ago and vowed I would become financially independent. I have since bought my first house with a payment of $440 a month. I just got a renter in for 1200 giving me a 760$ a month cash flow!

Kris and his team have been the best mentors I could have asked for. They helped spark a fire inside me. Their system is very self explanatory and as effective as it gets.”
-Mitchell Williams


"I look up to my brother Kris. He's 8 years older than me. I knew I had the same entrepreneurial spirit as him, I just needed access to his system. I got his Lease Option program on my first deal I cash flowed $500 a month and sold it 2 years later for over a $50,000 profit. On my second deal I cleared $800 a month of cash flow and made over $100,000 of profit. I've now gone on to do several more deals. Kris and his program are legit. Brother or not, this stuff works."
-Nik Krohn