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Bio

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Credentials

  • 2-15 Life Health & Annuities
    Florida Department of Financial Services
    Feb, 2017
    - Sep, 2024

Experience

    • United States
    • Technology, Information and Internet
    • 1 - 100 Employee
    • Sales Associate
      • Jun 2018 - Present
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Financial Services Representative
      • Apr 2017 - Present

      At The Eppy Group, our fundamental approach revolves around client education; which facilitates our clients’ ability to make well informed decisions. We believe growing wealth should be accompanied by a strong defensive plan. We are passionate in our pursuit to provide excellence. Our goal is to prepare our clients to accumulate and use their wealth, now and at retirement, with a focus on tax efficiency, asset protection and legacy planning. We craft and implement progressive strategies for estate, business, personal, charitable and special needs. We use various tools including: investments, annuities, life, disability income, and long term care insurances, and are experts in reallocation and cash flow techniques. Securities and investment advisory services offered through qualified registered representatives of MML Investors services, LLC. Member SIPC (www.SIPC.org) 1221 Brickell Ave. Suite 300 Miami, Florida 33131: 305-648-2445. The Eppy Group is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies. Show less

    • United States
    • Restaurants
    • Server/Bartender
      • Feb 2015 - Feb 2017

      Serving incredible food created by Keith Blauschild, an award winning chef from the Culinary Institute of America. In addition, I utilize my past and continually growing wine knowledge to recommend a glass or bottle from the Cook & the Cork's Wine Spectator Award Winning wine list. Serving incredible food created by Keith Blauschild, an award winning chef from the Culinary Institute of America. In addition, I utilize my past and continually growing wine knowledge to recommend a glass or bottle from the Cook & the Cork's Wine Spectator Award Winning wine list.

    • Australia
    • Real Estate
    • 1 - 100 Employee
    • Interning Licensed Community Association Manager
      • May 2015 - Mar 2016
    • Lead Server
      • Jan 2012 - May 2015

      I worked officially as a lead server and eventually, bartender. Executed liquor inventory on a weekly basis for Tavolino Della Nonna's as well as handled invoices for wine & spirits shipments. I worked officially as a lead server and eventually, bartender. Executed liquor inventory on a weekly basis for Tavolino Della Nonna's as well as handled invoices for wine & spirits shipments.

Education

  • Florida Atlantic University
    Associate’s Degree, Kinesiology and Exercise Science
    2012 - 2014
  • University of North Florida
    2010 - 2011

Community

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