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

BILL SPADEA INVITES YOU TO ATTEND

NEW YEAR, NEW FINANCIAL YOU

UNCOVER YOUR 2024

FINANCIAL PLAYBOOK

AND PROTECT YOUR WEALTH AGAINST THE GOVERNMENT

ONE-TIME LIVE EVENT: JANUARY 30TH, 2024 @ 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

BILL SPADEA INVITES YOU TO ATTEND..

NEW YEAR, NEW FINANCIAL YOU

UNCOVER YOUR 2024

FINANCIAL PLAYBOOK

AND PROTECT YOUR WEALTH AGAINST THE GOVERNMENT

ONE-TIME LIVE EVENT: JANUARY 30TH, 2024
@ 8PM EST | 7PM CST | 6PM MST | 5PM PST

 LIVE 90-MINUTE VIRTUAL TRAINING WITH ROB GILL

YOUR FINANCES DESERVE BETTER!

GIVE YOUR MONEY THE BLUEPRINT TO

GROW & FLOURISH IN 2024

HERE'S WHAT THIS VIRTUAL

TRAINING WILL COVER:

  • The Wealth Building Blueprint: The strategies and mindsets of the top 1% are no longer reserved for the privileged few. Uncover everything you need to know to level up your finances this year.
  • Unified Financial Planning: Understand why it's crucial to have all your financial planners and officers in sync. Discover the power of a cohesive strategy in maximizing your wealth.
  • Mindful Money Mastery: Explore how mindfulness can transform your relationship with money. Break through the mental barriers holding you back and learn to optimize your financial decisions for greater success.

 LIVE 90-MINUTE VIRTUAL TRAINING WITH ROB GILL

⬇ SPECIAL INVITE: RSVP BELOW ⬇

⬇ SPECIAL INVITE: RSVP BELOW ⬇

TUESDAY, JANUARY 30TH, 2024

 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

YOUR FINANCES DESERVE BETTER!

GIVE YOUR MONEY THE BLUEPRINT TO

GROW & FLOURISH IN 2024

HERE'S WHAT THIS VIRTUAL

TRAINING WILL COVER:

  • The Wealth Building Blueprint: The strategies and mindsets of the top 1% are no longer reserved for the privileged few. Uncover everything you need to know to level up your finances this year.
  • Unified Financial Planning: Understand why it's crucial to have all your financial planners and officers in sync. Discover the power of a cohesive strategy in maximizing your wealth.
  • Mindful Money Mastery: Explore how mindfulness can transform your relationship with money. Break through the mental barriers holding you back and learn to optimize your financial decisions for greater success.

IT’S TIME TO GET REAL WITH YOUR MONEY

LIVE EVENT: JANUARY 30TH, 2024 @ 8PM EST | 7PM CST | 6PM MST | 5PM PST

Here's The Truth My Friend...

This year is about more than just another trip around the sun.

It's your chance to rewrite your financial story. And let's be clear: in this world, knowing your dollars and cents isn't just smart. It's non-negotiable. This live training is for anyone who's sick of the same old money ruts and ready to kick their financial strategy into high gear. Whether you’re just dipping your toes in the financial waters or you’re swimming with the sharks, this session is going to be a game-changer for you.

I'm bringing you the raw, unfiltered truth about wealth - the stuff they never taught you in school. I’m talking about real strategies used by the ultra-wealthy, broken down so you can use them, too. This isn't about getting rich quick; it's about getting smart - real smart - about your money. We’re tearing down those mental barriers, the ones telling you that you can't understand or handle this stuff. I'm here to tell you, YOU CAN. And not only can you handle it, but you’re also going to master it.

This training is where the rubber meets the road. It's not just about starting the new year with a resolution; it's about starting with a revolution in your financial life.

So, why now? Because the best time to take control of your finances was yesterday, and the next best time is right now. 

And why you? Because you've got the potential to be a financial powerhouse, and we’re here to show you how.

IT’S TIME TO GET REAL WITH YOUR MONEY

LIVE ONE-TIME-ONLY: JANUARY 30th 2024 | 5PM PT/6PM MT/7PM CT/8PM ET

Here's The Truth My Friend...

This year is about more than just another trip around the sun.

It's your chance to rewrite your financial story. And let's be clear: in this world, knowing your dollars and cents isn't just smart. It's non-negotiable. This live training is for anyone who's sick of the same old money ruts and ready to kick their financial strategy into high gear. Whether you’re just dipping your toes in the financial waters or you’re swimming with the sharks, this session is going to be a game-changer for you.

I'm bringing you the raw, unfiltered truth about wealth - the stuff they never taught you in school. I’m talking about real strategies used by the ultra-wealthy, broken down so you can use them, too. This isn't about getting rich quick; it's about getting smart - real smart - about your money. We’re tearing down those mental barriers, the ones telling you that you can't understand or handle this stuff. I'm here to tell you, YOU CAN. And not only can you handle it, but you’re also going to master it.

This training is where the rubber meets the road. It's not just about starting the new year with a resolution; it's about starting with a revolution in your financial life.

So, why now? Because the best time to take control of your finances was yesterday, and the next best time is right now. 

And why you? Because you've got the potential to be a financial powerhouse, and we’re here to show you how.

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

Gain exclusive insights into the habits and strategies of the super-wealthy and how they can
apply to you.

NUMBER #2

Learn how to align all aspects
of your financial planning for
maximum efficiency.

NUMBER #3

Discover mindfulness techniques to enhance your financial
decisions.

NUMBER #4

Break through personal
money barriers with actionable strategies.

NUMBER #5

Understand the power of
financial optimization and
how to apply it.

NUMBER #6

Get a head start on making
2024 your most financially
successful year yet.

TOP REASONS YOU WANT TO ATTEND THIS

VIRTUAL TRAINING

NUMBER #1

Gain exclusive insights into the habits and strategies of the super-wealthy and how they can apply to you.

NUMBER #2

Learn how to align all aspects of your financial planning for maximum efficiency.

NUMBER #3

Discover mindfulness techniques to enhance your financial decisions.

NUMBER #4

Break through personal money barriers with actionable strategies.

NUMBER #5

Understand the power of financial optimization and how to apply it.

NUMBER #6

Get a head start on making 2024 your most financially successful year yet.

 FEW SPOTS LEFT

This Exclusive Event Will Start In:

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

 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

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 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

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 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 struggle with the same financial hurdles, unaware of the powerful strategies they are unaware of. This training is my way of leveling the playing field. It's more than just financial advice; it's a blueprint for a prosperous and mindful financial future. 

I'm inviting you to join me on a journey of discovery and financial transformation in 2024. I believe it’s time to start living the financial freedom you deserve, and this is step 1.

I’ll see you on the inside!

- ROB GILL

A SPECIAL MESSAGE FROM ROB

Founder & CEO, EPIC Financial Strategies

Hey Friend,

I've seen too many people struggle with the same financial hurdles, unaware of the powerful strategies they are unaware of. This training is my way of leveling the playing field. It's more than just financial advice; it's a blueprint for a prosperous and mindful financial future. 

I'm inviting you to join me on a journey of discovery and financial transformation in 2024. I believe it’s time to start living the financial freedom you deserve, and this is step 1.

I’ll see you on the inside!

- ROB GILL

ABOUT EPIC & BILL SPADEA

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.

Leader of the Common Sense Revolution, Bill Spadea, has dedicated his life to building a better tomorrow. A renowned entrepreneur, influential media personality, dedicated father, husband, and voice for working and middle-class families. Bill Spadea has a rich background of diverse experience, from a top morning drive talk show host in New Jersey to hosting FOX TV's “Chasing News with Bill Spadea.” With a 25-year career spanning politics, real estate, film, and more, Bill stands as a beacon of common sense in an increasingly chaotic world.

ABOUT EPIC &
BILL SPADEA

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.

Leader of the Common Sense Revolution, Bill Spadea, has dedicated his life to building a better tomorrow. A renowned entrepreneur, influential media personality, dedicated father, husband, and voice for working and middle-class families. Bill Spadea has a rich background of diverse experience, from a top morning drive talk show host in New Jersey to hosting FOX TV's “Chasing News with Bill Spadea.” With a 25-year career spanning politics, real estate, film, and more, Bill stands as a beacon of common sense in an increasingly chaotic world.

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.

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.











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.

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