Beverly P. Epps*, RICP®

Our Focus With Clients

Prior to our careers in finance, both Dick and I worked for the state of Ohio, specifically, in mental health. As a result, we learned an incredible amount about how government and public policy influences retirement, especially when it comes to handling state pensions and all the moving parts entangled with retirement, be it taxes, beneficiaries, or assessing income levels. It doesn't matter if our job is reviewing numbers to take the emotional anticipation out of retirement, or having discussions about handling the care of an aging parent, our clients inevitably become family because finance is so personal. The central theme for us in our work is to have a positive impact on our clients. We do this by working side by side with them to help them make smart decisions now that will benefit them in the future.

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About Team Epps

Beverly holds a Retirement Income Certified Professional (RICP^®) designation as well as her life insurance license and FINRA Series 6 license. She handles financial strategies, retirement strategies, and investment strategies for pre-retirees and retirees. 

Richard is a law graduate of Capital Law and holds a FINRA Series 7 license to guide others through retirement, investments, and disposable income. He also is a member of the Ohio Bar Association and works with clients to create an estate strategy and beneficiary arrangements with taxes in mind.

Together, Beverly and Richard Epps bring a balanced approach to guidance when it comes to your retirement lifestyle. They work together to afford clients the benefits of joint experience.