Stop Following a Broken Plan.

Get a Real Estate Game Plan That

Works In Today’s Market.

The average American retires with $254,000 in a 401(k) and runs out of money in under 3 years. There is a better way. My team builds you a custom path to $100k/year in passive income through real estate, and most people find out they can get there far sooner than they ever imagined.

20+ Years in the market

$1000 Monthly cash flow dealS

1,000s Of game plans built

27x Faster to retirement

Stop Following a Broken Plan.

Get a Real Estate Game 
Plan That Works In Today’s Market.

The average American retires with $254,000 in a 401(k) and runs out of money in under 3 years. There is a better way. My team builds you a custom path to $100k/year in passive income through real estate, and most people find out they can get there far sooner than they ever imagined.

20+ Years in the market

$1000 Monthly cash flow dealS

1,000s Of game plans built

27x Faster to retirement

Why right now matters

↓ Financial freedom through real estate starts here ↓

The market looks scary to most people. That's exactly why a new opportunity is here.

High rates. Unaffordable home prices. Millions of would-be buyers who can't qualify for a traditional mortgage. Most investors are sitting on the sidelines, paralyzed. But Kris has seen this exact environment before, and he's built a strategy that turns today's chaos into your biggest wealth-building window yet.
  • 4.5M Homes the U.S. is short right now (demand is structurally locked in)
  • Millions Of buyers can’t qualify for traditional financing in today’s rate environment
  • 4.65% 65-year national appreciation average (Kris’s markets consistently double it)
  • ​60% Average annual ROI across Kris’s portfolio studied from 2013-2022

Why right now matters

Financial freedom through real
↓ estate starts here ↓

The market looks scary to most people. That's exactly why a new opportunity is here.

High rates. Unaffordable home prices. Millions of would-be buyers who can't qualify for a traditional mortgage. Most investors are sitting on the sidelines, paralyzed. But Kris has seen this exact environment before, and he's built a strategy that turns today's chaos into your biggest wealth-building window yet.
  • 4.5M Homes the U.S. is short right now (demand is structurally locked in)
  • Millions Of buyers can’t qualify for traditional financing in today’s rate environment
  • 4.65% 65-year national appreciation average (Kris’s markets consistently double it)
  • ​60% Average annual ROI across Kris’s portfolio studied from 2013-2022
Kris's answer to today's market...
Nationwide Lease Options: The strategy built for exactly this environment
When buyers can't get approved for a mortgage, they still desperately want to own a home. A lease option gives them a path, and it pays you like a landlord, a lender, and an equity investor all at once. Kris has run this strategy for 20+ years. In 2025, his team cracked the code to deploy it nationwide for the first time ever. The cash flow compared to a standard rental? It triples. In some cases, it quadruples.
WHY LEASE OPTIONS WORK IN TODAY'S ECONOMY:
1) The U.S. Housing Shortage
We're missing 4.5 million homes in this country. Your tenants aren't going anywhere, and they want a path to ownership. Demand is structural, not cyclical.
3) Recession-Resilient
Entry-level single-family homes below the median are the most protected asset class in any downturn. These homes are the least affected during down markets, and hold the highest rent to vacancy ratio in the country.
2) Buyers Can't Qualify
High rates have shut millions out of traditional mortgages. Lease options make you the solution, and they willingly pay a small premium for it.
4) Top Markets + Expert Research
There are 324 different real estate markets in the U.S. Our team deploys into the top 5 by population growth, job creation, and affordability. We spend 300+ hours on average reviewing each deal to ensure compatibility and ROI potential.
Kris's answer to today's market..
Nationwide Lease Options: The strategy built for exactly this environment
When buyers can't get approved for a mortgage, they still desperately want to own a home. A lease option gives them a path, and it pays you like a landlord, a lender, and an equity investor all at once. Kris has run this strategy for 20+ years. 

In 2025, his team cracked the code to deploy it nationwide for the first time ever. The cash flow compared to a standard rental? It triples. In some cases, it quadruples.
WHY LEASE OPTIONS WORK IN TODAY'S ECONOMY:
1) The U.S. Housing shortage
We're missing 4.5 million homes in this country. Your tenants aren't going anywhere, and they want a path to ownership. Demand is structural, not cyclical.
2) Buyers Can't Qualify
High rates have shut millions out of traditional mortgages. Lease options make you the solution, and they willingly pay a small premium for it.
3) Recession-resilient
Entry-level single-family homes below the median are the most protected asset class in any downturn. These homes are the least affected during down markets, and hold the highest rent to vacancy ratio in the country.
Top markets only
There are 324 different real estate markets in the U.S. Our team deploys into the top 5 by population growth, job creation, and affordability. We spend 300+ hours on average reviewing each deal to ensure compatibility and ROI potential.

What one lease option deal looks like:

monthly cash flow breakdown

The right Lease Option deal could earn you $1,000 in monthly cash flow per property.
  • CASH FLOW: Standard rental cash flow+ $300
  • LEASE PREMIUM: Lease option tenants pays more for the option to buy, $200+/month
  • OPTION DEPOSIT: Tenants pay on average $10,000 upfront, non-refundable, amitorized over 2 years for + $400
  • ​RENT-TO-OWN BENEFITS: No maintenance / vacancy savings vs. standard rental+ $100

Stack 10 properties at this rate and you're at $10,000/month

That’s the exact number Kris used to retire at age 26. Your game plan call will show you how many deals it takes to hit your number.

"Lease options were a powerful strategy when I was doing it locally. But in 2025, Tyler and I found a way, for the first time ever, to launch nationwide lease option properties. The cash flow triples. In some cases, it even quadruples."
— Kris Krohn

This window won't stay open forever.
Find out if you qualify to get in now.

Kris's Power Team works with a select number of partners each year. Your free 15-minute game plan call will show you exactly how many deals it takes to hit your freedom number, and whether you're a fit to move forward.

Your starting point

Which path is yours?

Every game plan starts differently. Select the situation that fits you best. Your consultation will be built entirely around it.
Starting from zero
No money, no credit, no problem. Kris built his first deal from nothing using lease options and compassionate financing.

I have assets to move
Home equity, 401(k), IRA, or savings sitting idle — transition dead money into high-ROI real estate that works for you.

I want fully passive income
Have capital but not time? Partner directly with Kris's Power Team for hands-off investing in the best deals on the market.

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. 

What one lease option deal looks like:

monthly cash flow breakdown

The right Lease Option deal could earn you $1,000 in monthly cash flow per property.
  • CASH FLOW: Standard rental cash flow+ $300
  • ​LEASE PREMIUM: Lease option tenants pays more for the option to buy, $200+/month
  • ​OPTION DEPOSIT: Tenants pay on average $10,000 upfront, non-refundable, amortized over 2 years for + $400
  • ​RENT-TO-OWN BENEFITS: No maintenance / vacancy savings vs. standard rental+ $100

Stack 10 properties at this rate and you're at $10,000/month

That’s the exact number Kris used to retire in his mid-twenties. Your game plan call will show you how many deals it takes to hit your number.

"Lease options were a powerful strategy when I was doing it locally. But in 2025, Tyler and I found a way, for the first time ever, to launch nationwide lease option properties. The cash flow triples. In some cases, it even quadruples."
— Kris Krohn

This window won't stay open forever.
Find out if you qualify to get in now.

Kris's Power Team works with a select number of partners each year. Your free 15-minute game plan call will show you exactly how many deals it takes to hit your freedom number, and whether you're a fit to move forward.

Your starting point

Which path is yours?

Every game plan starts differently. Select the situation that fits you best. Your consultation will be built entirely around it.
Starting from zero
No money, no credit, no problem. Kris built his first deal from nothing using lease options and compassionate financing.

I have assets to move
Home equity, 401(k), IRA, or savings sitting idle — transition dead money into high-ROI real estate that works for you.

I want fully passive income
Have capital but not time? Partner directly with Kris's Power Team for hands-off investing in the best deals on the market.

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. 
Get your custom
real estate game plan

GET YOUR CUSTOM GAMEPLAN

Fill out the form and one of Kris's coaches will reach out to schedule your Custom Real Estate Game Plan. Most people discover they can retire years, sometimes decades, sooner than they expected.
↓ GET STARTED HERE ↓

First Name

Last Name

Email

Phone

HEAR FROM THOSE WHO HAVE WORKED WITH

KRIS KROHN

Laurie & Brent

After purchasing four investment homes with Kris since 2020, Brent and Laurie are now on track to continue building their portfolio to generate approximately $8,500 per month (over $100,000 per year) in real estate income. This is positioning them to comfortably retire within the next few years.

“I’m the guy who didn’t want to come to an event. But now I’m seeing the fruition of it… It’s actually giving me the ability to retire and do other things. It’s so freeing and exciting… we don’t have to face the next decade with fear.” – Brent

Jim Andrews

Jim Andrews started investing at age 54, and in 2021 leveraged his initial capital to acquire four homes. By executing the portfolio doubling strategy, he is now positioned to trade up to eight income-producing properties by 2026, targeting $100,000+ per year in residual income.

His story proves that even starting later in life, a clear real estate game plan can still lead to meaningful financial freedom

Tyler & Jess

Tyler and Jess built a personal portfolio of 24 investment homes valued at roughly $15 million, currently producing about $25,000 per month in rental income, with projections of $40,000 per month once the portfolio is fully paid off. Tyler and Jess represent what’s possible when someone consistently compounds their portfolio over time.

“24 homes in my personal portfolio… just over $15 million in real estate… and it’s paying about $25,000 a month right now.” — Tyler & Jess

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.











HEAR FROM THOSE WHO HAVE WORKED WITH

KRIS KROHN

Laurie & Brent

After purchasing four investment homes with Kris since 2020, Brent and Laurie are now on track to continue building their portfolio to generate approximately $8,500 per month (over $100,000 per year) in real estate income. This is positioning them to comfortably retire within the next few years.

“I’m the guy who didn’t want to come to an event. But now I’m seeing the fruition of it… It’s actually giving me the ability to retire and do other things. It’s so freeing and exciting… we don’t have to face the next decade with fear.” 
– Brent

Jim Andrews

Jim Andrews started investing at age 54, and in 2021 leveraged his initial capital to acquire four homes. By executing the portfolio doubling strategy, he is now positioned to trade up to eight income-producing properties by 2026, targeting $100,000+ per year in residual income.

His story proves that even starting later in life, a clear real estate game plan can still lead to meaningful financial freedom

Tyler & Jess

Tyler and Jess built a personal portfolio of 24 investment homes valued at roughly $15 million, currently producing about $25,000 per month in rental income, with projections of $40,000 per month once the portfolio is fully paid off. Tyler and Jess represent what’s possible when someone consistently compounds their portfolio over time.

“24 homes in my personal portfolio… just over $15 million in real estate… and it’s paying about $25,000 a month right now.” — Tyler & Jess

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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