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 achieve 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.
Charles D. Epstein, CLU, ChFC, AIF®, Registered Investment Advisor
Charlie founded Epstein Financial Services in 1981. His commitment to his clients, their financial success and the industry as The 401k Coach has been recognized nationally as one of the industry’s most influential individuals. In addition to national recognition, Charlie has demonstrated his commitment to his clients and the region establishing the Family Business Center in Amherst, Massachusetts.
Director of Insurance Services & Director of Client Appreciation
Lorie handles all new and existing life, disability and long-term care insurance for Epstein Financial clients. She recently had become an Agent with MassMutual's Charter Oak Insurance and Financial Services Company. Prior to joining Epstein Financial, Lorie worked with Connecticut Attorney's Title Insurance Company for 17 years as a residential and commercial underwriter and with a local lender as a residential mortgage underwriter for 15 years, Lorie also handles all Client Appreciation Events for Epstein Financial. She is a member of the Chicopee Chamber of Commerce and Springfield Regional Chamber of Commerce. Lorie has been with the company since August, 2014.
Chief Compliance Officer
Director of Annuity and Investments
Lisa Thompson is the Director of the Annuity & Investment Department and Chief Compliance Officer for our firm. She is responsible for assisting clients with their individual investment requests. Lisa retains a FINRA Series 6 license and has been with the firm since 1994.
Manager of Client Information
Paula is the Manager of Client Information for our Family Chief Financial Officer Process Division. She gathers all the detailed information and creates cash flow reports for our clients' future planning needs. She comes to us from a local accounting firm where she worked with many owners of closely held companies. She also prepares small business tax returns and financial statements. She has an extensive background in the bookkeeping and payroll fields.
Retirement Plan Specialist
Renee White is a Retirement Plan Specialist with over 15 years of experience in the retirement plan industry. She provides service to our 401(k) plan sponsors and participants. Renee currently holds the Accredited Investment Fiduciary (AIF®) designation as well as the FINRA Series 6 and 63 licenses. In 2015, she was named to NAPA’s 2015 Top Women Advisors MVP List, “Players Who are Part of a Team".
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.
Carla earned a Master of Business Administration and a Bachelor of Science from American International College.
Internal Client Account Manager
Michelle Jubinville is an Internal Client Account Manager with Epstein Financial. She has 9 years of experience in the retirement and financial services field. She worked for MassMutual Retirement Services for 8 years before joining the Epstein Financial team in November 2019. Michelle's role is to assist clients with their individual investment requests.
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 tremendous background in Client Relations and the Hospitality Industry.
Digital Media Strategist
Greg Cormier is the head of all things digital at Epstein Financial Services. If you've watched a video of Charlie, follow us on social media or are reading this right now, Greg was involved behind the scenes. Whether the printer is broken or you just need the wifi password, Greg takes pride in making sure things run smoothly throughout the office.