“I not only started this business in order to make the process easier for the planner, but I also wanted to provide a great environment for our team. I don’t want any team member to worry about tomorrow.
My job is to clear the logistical path, so they can achieve success for themselves and for their clients.
I have an incredible responsive and nimble team. We listen; it’s not just about what the client says…it’s about what they don’t say that’s important. We value that opportunity to support and guide the process.”
– Larry Epstein, President