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 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.


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. As the principal of Epstein Financial Services, LLC and Epstein Financial Group, LLC, his companies oversee more than a billion dollars in assets under advisement. 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.

We have even created a process we call The Desirement Planning Process to help you create the life you desire!” (Order you Desirement Planning playing cards HERE today and jump start your path to achieve your biggest dreams).

Charlie is currently developing Yield of Dreams into a book and Nick Nanton of DNA films (who has won 22 Emmys for documentary films) is making the documentary.


Lori Epstein

Lorie Epstein

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.

 


Lisa Thompson

Lisa Thompson

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.



Paula Lloyd

Paula Lloyd

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.


Renee White

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".


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.

Carla earned a Master of Business Administration and a Bachelor of Science from American International College.


Michelle Jubinville

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.


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.