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RELIABLE. QUALIFIED. HONEST.

We create personalized financial road maps tailored to your investment goals.

RELIABLE. QUALIFIED. HONEST.

We create personalized financial road maps tailored to your investment goals.
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EPIC SERVICES.

Life Insurance

Simply put Life insurance is a contract between an insurer and a policyholder in which the insurer guarantees payment of a face amount. This type of coverage comes in all different shapes and sizes. There are different types of life insurance, including term life insurance, whole life insurance, and universal life insurance. These different types of policy all exist in the marketplace for a reason but to determine which is best for you will depend on your individual needs and circumstances.

This is where EPIC steps in, learning about your goals and objectives to custom tailor a plan design for you. Going far beyond a traditional needs based plan, life insurance becomes a core foundational piece of your financial plan. With innovative designs traditional old life insurance can be utilized for effective “outside of the box” strategies.

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. 

EPIC SERVICES.

Life Insurance

Simply put Life insurance is a contract between an insurer and a policyholder in which the insurer guarantees payment of a face amount. This type of coverage comes in all different shapes and sizes. These different types of life insurance, including term life insurance, whole life insurance, and universal life insurance. These different types of policy all exist in the marketplace for a reason but to determine which is best for you will depend on your individual needs and circumstances.

This is where EPIC steps in, learning about your goals and objectives to custom tailor a plan design for you. Going far beyond a traditional needs based plan, life insurance becomes a core foundational piece of your financial plan. With innovative designs traditional old life insurance can be utilized for effective “outside of the box” strategies.

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.

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.

THE EPIC APPROACH.

Our goal is to utilize proven strategies and industry-leading technology to help YOU make the right financial decisions.

Empower.

After establishing an unprecedented level of rapport, EPIC most often hears that our clients are seeking a paradigm shift related to their financial world. We look to empower each client in making sound decisions by learning their desired outcome and educating them on both the details of their current portfolio and the suite of additional products they can take advantage of.

Protect.

EPIC develops client specific strategies for risk management based on our clients’ overall goals and objectives. This is achieved by gaining a full understanding of our client’s economic philosophy and mindset around money.

Integrate.

Utilizing our clients existing financial framework, EPIC aims to incorporate all of an individual’s accounts and strategies onto one landing page to allow clients to measure and monitor financial decisions in real-time at the click of a button.

Coordinate.

EPIC’s ultimate goal is for our clients to have all of their strategies and assets coordinated working toward their desired outcome. As needed, we will facilitate bringing any existing financial professionals in line with the revised approach so that everyone is on the same page for the client’s benefit.

THE EPIC APPROACH.

Our goal is to utilize proven strategies and industry-leading technology to help YOU make the right financial decisions.

Empower.

After establishing an unprecedented level of rapport, EPIC most often hears that our clients are seeking a paradigm shift related to their financial world. We look to empower each client in making sound decisions by learning their desired outcome and educating them on both the details of their current portfolio and the suite of additional products they can take advantage of.

PROTECT.

EPIC develops client specific strategies for risk management based on our clients’ overall goals and objectives. This is achieved by gaining a full understanding of our client’s economic philosophy and mindset around money.

INTEGRATE.

Utilizing our clients existing financial framework, EPIC aims to incorporate all of an individual’s accounts and strategies onto one landing page to allow clients to measure and monitor financial decisions in real-time at the click of a button.

COORDINATE.

EPIC’s ultimate goal is for our clients to have all of their strategies and assets coordinated working toward their desired outcome. As needed, we will facilitate bringing any existing financial professionals in line with the revised approach so that everyone is on the same page for the client’s benefit.

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 and coordination of all your assets on one page.

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 and coordination of all your assets on one page.

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.











HOW EPIC IS

DIFFERENT.

We're nothing like the other guys, and they're nothing like us.

GET STARTED WITH

EPIC FINANCIAL STRATEGIES

This provides a real time picture of your complete, current financial position, anytime, anywhere, with a click of a button. As you know, information and knowledge of power. When you harness financial information in one location, it allows you to capitalize on the collective knowledge giving you the tools to make smarter financial decisions.
  • Financial Calculators: See if you’re on track to meet your most important goals. Will you measure decisions before you make them.
  • Organizer: Your personal dashboard displays most important financial information in a simple, user friendly format.
  • Mobile: Get a complete financial picture from your smart phone or tablet.
  • ​Investments & Other Accounts: Easily monitor in real time all of your Important investment, savings in cash accounts in one location.
  • ​Vault: Safely store your most important financial documents and access them anywhere anytime. 
  • ​Budgeting Tools: Track your spending to help you reach your savings goals.
  • ​Screen Sharing: Do you want a screen sharing session with an agent quickly and easily for interactive planning right when you need it.

THE

OTHER GUYS

  • Usually a 30-60+ page report that mostly focuses on your investments.
  • Typically need an investment of $100K or more
  • Typically one or two meetings/year, usually in-person, during business hours
  • ​Technology is usually not a central part of the service.
  • ​Fees vary; typically a % of what you invest, plus fees. Cost increases as your money grows.
  • ​A “robot” or algorithm, that manages your investments; sometimes can ask a person one-off questions for an additional fee

HOW EPIC IS

DIFFERENT.

We're nothing like the other guys, and they're nothing like us.

GET STARTED WITH

EPIC FINANCIAL STRATEGIES

This provides a real time picture of your complete, current financial position, anytime, anywhere, with a click of a button. As you know, information and knowledge is power. When you harness financial information in one location, it allows you to capitalize on the collective knowledge giving you the tools to make smarter financial decisions.
  • Financial Calculators: See if you’re on track to meet your most important goals. Will you measure decisions before you make them.
  • Organizer: Your personal financial dashboard displays most important financial information in a simple, user friendly format.
  • Mobile: Get a complete financial picture from your smart phone or tablet.
  • ​Investments & Other Accounts: Easily monitor the real time the status of all your important investment, savings, and cash flow accounts —all in one location.
  • ​Vault: Safely store your most important financial documents and access them anywhere, anytime. 
  • ​Budgeting Tools: Keep track of your spending and income, to more easily reach your financial goals.
  • ​Screen Sharing: Easily access screen sharing with an agent for interactive planning right when you need it.

THE

OTHER GUYS

  • Usually a 30-60+ page report that mostly focuses on your investments.
  • Typically need an investment of $100K or more
  • Typically one or two meetings/year, usually in-person, during business hours
  • ​Technology is usually not a central part of the service.
  • ​Fees vary; typically a % of what you invest, plus fees. Cost increases as your money grows.
  • ​A “robot” or algorithm, that manages your investments; sometimes can ask a person one-off questions for an additional fee

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.











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EPIC FINANCIAL STRATEGIES
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EPIC FINANCIAL STRATEGIES
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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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