Contact Us

The EPIC Team

EPIC provides support to all of its partners through a team-based structure. All clients are assigned to a relationship manager and service team who oversee all phases of the relationship. The team is responsible for ensuring your satisfaction.

Mailing Address and Physical Location:

EPIC Advisors, Inc.
150 State Street, Suite 200
Rochester, NY 14614

Phone: (585) 232-9060
General Fax: (585) 232-3098
General Web Site: www.epic1st.com

President & CEO

James Genthner
Ext. 112


Leadership
Jean Dailey, Director of Consulting and Risk Management Ext. 116
Jeffrey Gillette, Director of Finance and Corporate Support Ext. 238
Manny Marques, Director of Sales and Strategic Partnerships Ext. 167
Bob Newton, Director of Client Services and Plan Administration Ext. 159
Neil Steffen, Director of Business Integration and Strategic Initiatives Ext. 117
Mike Abraham, Technical Plan Services Manager Ext. 148
Deb Bleier, Senior Manager of Human Resources Ext. 216
Kim Dimaria, Senior Manager of Marketing and Communications Ext. 157
Deanna Semple, Senior Manager of Systems Ext. 106


Sales
George Curry, Senior Manager of Business Development 402-614-4113
Monika Hubbard, Southern/Mid-West US Institutional Sales 502-896-0985
Carolyn Richardson, Central and North East US Institutional Sales 978-922-1657
Spiro Theodorakakos, Western NYS Sales Ext. 156


Relationship Managers
Patrick Burke Ext. 214
Shaune Oppelt Ext. 131
Matt Parker Ext. 162
Laura Sehm Ext. 153
Kristi Sweeney Ext. 290


Client Service Managers
Bob Newton Ext. 159
Michael Savage Ext. 285


Client Service Specialists
Jim Clapp Ext. 176
Jeff Coppini Ext. 115
Jessica Curtin Ext. 185
Jennifer Hamilton Ext. 243
Laurie Lown Ext. 108
Maureen Ryskowski Ext. 224
Danielle Sesock Ext. 231
Jessica Walzer Ext. 141


Balance Forward Client Administrators
Carolyn Gorman Ext. 178
Vanessa Schallmo Ext. 226
Denise Zubal Ext. 118