Member Spotlight by Francine Eppy, Senior Managing Partner
Provide us with a brief summary of your business’ services.
The Eppy Group is a financial advisory firm focusing on individuals, families, corporate executives, business owners, and entrepreneurs. We help coordinate all aspects of your financial life, including:
- Life Insurance Planning
- Income Protection Options
- Retirement Planning
- Asset Management
- Estate Planning
- College Education
- Tax Planning
For our business clients, we advise them on all different types of benefit programs including:
- Group Health
- Long Term Disability
- Life Insurance
- Supplemental Benefits
- Qualified Plan’s (401k, 403b, SEP IRA, Simple IRA)
- Non-Qualified Plans
Tell us about your company’s mission and values.
Our vision is to be top of mind and top of industry, for insurance and quantifiable solution-based financial services, within our community and beyond.
How do you stay engaged with trends that you see in your industry?
Avid industry reading, continuing education, trend watching, economic market observations, and a great deal of listening. If they are talking, we are listening. It is our utmost goal to be cutting edge in the industry. We are intently invested in evaluating financial service products from top rated companies to provide for our clients.
What is your company culture like?
Together, as a team, the following words were accumulated to describe our culture:
- Hard working and efficient
- Family centric
- Team oriented
- Supportive and accessible
- Capable and Accountable
What does it take to be a successful employee at your company?
We have discovered over time that to be a successful employee at The Eppy Group it is crucial to be a problem solver that our agents and clients alike can count on.
4 words not to say: “It’s not my job.”
4 words to say: “How can I help?”
What makes Columbus such a great place to do business?
Columbus is the epicenter of Ohio business. Being the capitol city for our state along with the central location of the city allows for what we think to be an outstanding set of circumstances. Coupling that with The Ohio State University sets us up as the perfect trifecta!