Our Team

Epstein Financial is ready to be of service to your organization and valued employees to optimize the value of your corporate retirement program. Our significant experience, resources and focus on fundamentals will contribute to maintaining a successful retirement program, helping your employees work towards achieving financial success. In addition, we will strive to assist you in maintaining your plan in recognition of all regulatory requirements in order to fulfill your compliance and fiduciary obligations. Our value proposition is very straight forward: “commit significant resources and focused solutions.” If we don’t deliver disciplined investment product solutions at a competitive cost to your company and your employees we haven’t earned your confidence and business.

Charlie Epstein

Charlie Epstein

Charlie Epstein’s philosophy is “Do what you love and the money will follow.” As both an “entrepre-trainer and entertain-eur,” Charlie has simultaneously straddled both worlds and successfully achieved his dreams. He brings the same passion and innovation to his work as a financial advisor, professional actor and bestselling author. In all of his ventures, Charlie inspires individuals to live life with an infectious spirit bound freedom for wonderment, joy, laughter and play; to pursue their dreams and achieve the success that comes with living a life you love.

Charlie is a financial pioneer with more than 40 years of experience in the financial service industry. The company provides corporate retirement plan consulting, fee-for-service financial planning and comprehensive wealth management for entrepreneurs, medical professionals and individuals looking to create “paychecks for life” to pay for everything they desire to achieve in life.

Charlie is known nationally as the 401kCoach, having trained more than 10,000 financial professionals how to best serve the needs of their clients. He is the bestselling author of Paychecks for Life: How to Turn Your 401k Into a Paycheck Manufacturing Company and Save America, Save! The Secrets of A Successful Retirement Plan.

As a professional actor, Charlie has performed in roles from Shakespeare to Neil Simon, as well as stand-up in NYC and improv with Chicago City Limits.

Most recently, Charlie has combined his acting and financial talents in the creation of a new one man show called Yield of Dreams-Paychecks for Life. Working with a team of professional comedians, Charlie has created a “Financial Theatre” experience designed to “make money funny” while illuminating the 15 Myths of Money that inhibit people’s ability to achieve financial independence and live the life they’ve always dreamed of.

“My ministry in life,” Charlie says, “is to ease people’s pain and suffering about their money and to show them the path they can take to achieve their dreams and aspirations.” This show

Yield of Dreams takes people on an experiential journey using humor, storytelling, animation, and gamification to engage and inspire my audience to achieve their wildest dreams.

Lori Epstein

Lorie Epstein

Director of Insurance Services

Lorie manages all new and existing life, disability and long - term care insurance for Epstein Financial clients.

Prior to joining Epstein Financial, Lorie worked with Connecticut Attorney’s Title Insurance Company for 17 years as a residential and commercial underwriter.

She also has an extensive background with mortgage lending where she worked for 15 years as an underwriter, prior to her mortgage lending career she held a position with a large property and casualty insurance agency.

She is a member of the Chicopee Chamber of Commerce and Springfield Regional Chamber of Commerce. Lorie has been with the company since August of 2014.

Lisa Thompson

Lisa Thompson

Vice President - Private Wealth Services

Lisa has been with Epstein Financial, now part of HUB International, since 1994. She is responsible for assisting clients with their individual investment requests. Lisa retains her FINRA Series 6 & 63 licenses through LPL Financial along with her Life, Accident and Health.

Paula Lloyd

Paula Lloyd

Manager – Private Wealth Services

Paula is the Manager of Private Wealth Services for our Family Chief Financial Officer division. She works closely with clients while compiling detailed information to create a cash flow analysis for future planning needs. She come to us after many years with a local accounting firm where she worked with the owners of closely held companies. She also prepared small business tax returns and financial statements. She has an extensive background in the bookkeeping and payroll fields.

Carla Maurer

Chief Financial Officer

Carla joined Epstein Financial as is the Chief Financial Officer in 2018. She is responsible for all of the company’s financial functions. She also leads all human resources activities. Her career spans over 15 years of varied experience in financial management, business leadership and corporate strategy in the public accounting, education and medical fields.

Michelle Jubinville

Director of Retirement Plan Services

Michelle Jubinville has been with Epstein Financial, now a part of HUB International, since November 2019 and has worked in the Retirement and Financial Services field since 2011. Michelle oversees the 401(K) business and supports plan sponsors and individual participants. She maintains her FINRA Series 6 and 63 licenses through LPL Financial.

Marie Forest

Client Relations & Event Coordinator

Marie Forest was the Event Coordinator at The 401k Coach since 2004 and now serves as the "Right-Hand Woman" for Charlie Epstein as his assistant. If you've had a conversation with Marie before, you'll immediately notice her accent as she was born in Canada and speaks fluent French. Marie worked as the Marketing Manager at the Publick House in Sturbridge, MA prior to joining Epstein Financial Services, so she has a tremendous background in Client Relations and the Hospitality Industry.