The Up and Comers: Craig Eppy

Meet Craig Eppy of The Eppy Group - Mass Mutual, an honoree in the financial services category of the 2020 Up and Comer Awards

SFBW’s Up & Comer Awards honors young professionals who have achieved excellence in their careers, shown a commitment to their community and demonstrated leadership. To learn more about this year’s event, taking place Oct. 14, click here.

 

Craig Eppy is a graduate of the University of Central Florida with an academic background in business and finance. He is son to the president of The Eppy Group and joined the family firm in 2012. Craig loves to help people by building happy financial futures. His approach involves asking a lot of questions and really trying to understand how his clients think. This is something that Craig finds important to make sure clients get solutions that assist them in accomplishing their goals. He is a Registered Representative with his series 6, 65, and 215 licenses, allowing him to provide financial planning, as well as a variety of insurance and investment products. Craig believes in using Insurance for protection and wealth building in addition, to creating overall comprehensive plans for his clients. He is dedicated towards working with families, professionals, businesses, and the special needs community. He has a distinct ability in taking the sometimes uncomfortable and often difficult conversation of finance, and turning it into a relatable and obtainable discussion, leaving his clients at ease.

 

Favorite quote: “It’s easy to make money, but keeping it is the tricky part.”

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