Samuel Eppy is a graduate of the University of Central Florida where he earned his business degree in accounting. Sam is son to the president of The Eppy Group and brings his knowledge and individual style to the firm. Sam’s focus is on the use of insurance products and how they function within the financial portfolio, while others in the firm maintain a wide range of financial services. It is his philosophy to work alongside any of your other advisors and to engage in the knowledge of those within the firm that can help to enhance the strategies for his clients.
Sam, and the firm as a whole, has a distinctive approach to finances, revolving fundamentally around educating his clients to help facilitate their ability to make well planned choices and decisions. He believes that growing wealth must be accompanied by a defensive plan for preparing to use this wealth at retirement while incurring the least amount of taxes.
Sam is heavily involved in the operations of the practice and heads up technology for the firm. He closely watches the industry with regard to technology and implements modifications for the betterment of the practice. Sam is a very active community leader and a consistent face in the local media.
*Board of Directors – Jewish Federation of Broward County
*Young Leaders Division campaign co-chair – Jewish Federation of Broward County
*Founding member of Envision Broward – United Way of Broward County
*ARC Angel – Broward ARC
*Founder and partner - SOB’s LLC, Sons of Bosses
*Member of the Broward County UCF Alumni Association
*Founder and Inaugural Chair of Rock United; Young Leaders Society of United Way’s signature event
Sam’s past involvement includes: Chair elect of the steering committee for the Young Leaders Society of
Broward County United Way, allocations committee for Broward County Jewish Federation, committee member Men’s Night Out Broward Jewish Federation, immediate past chair of the Young Leaders Society of Broward County United Way committee member Red & White United Way of Broward County, chair of South Florida Lambda Chi
Alumni Association, graduate of the 2010 Horizons Leadership Class of Broward County Jewish Federation, accounting chair for the American Cancer Society, downtown Fort Lauderdale Relay For Life.
Sam is a long time resident of South Florida having been raised in Boca Raton and currently resides in Fort Lauderdale with his wife Kelly and his siamese cat, Claire. They are currently awaiting the arrival of their first son!
Area(s) of Focus
- Business Owners
- Insurance Strategies