Guiding Principals

September 1, 2011
  1. Guiding Principals
  2. Clarity and Simplicity Winning communication starts with simplicity, clarity and relevance, things we and our clients value and appreciate. Things that can be absorbed at an emotional level are much more likely to be understood, supported and followed.
  3. Alignment Shared values, common beliefs and people who are aligned around them produce extraordinary results. Everyone must always think and act with the best interest of our clients leading our advice and decisions.
  4. People First People who are respected, challenged, valued and trusted perform at a higher level. We know our clients are not “companies” – they are people with personal and organizational needs and we work to satisfy them.
  5. Adaptability Change is constant and life is often unpredictable. We anticipate, innovate and evolve as the needs of our customers and markets change. This flexibility helps us deliver unique and valued results.
  6. Risk Takers We have the courage to take risks for the benefit of our clients and our own growth and success. We use analytics and our intuition to make sound and confident decisions.


While we are seriously committed to delivering service excellence and anticipating and exceeding the needs of our clients, we try not to take ourselves too seriously. We think work can and should be fun. Friendly, caring and collaborative people generally perform at a higher level — and enjoy life in the process.

Our EPIC team members are independent thinkers and productive team players. Those are things we think our clients, business partners, and employees value as part of EPIC’s Edge.

But don’t take our word for it. Take a closer look at our organization or ask an EPIC team member… and see for yourself.


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    EPIC is a 2014 “Best Place to Work in the Bay Area”

    April 16, 2014 0 Comments

    We’re proud to announce that EPIC team members have again recognized their company as a “Best Place to Work in the Bay Area” for a 7th consecutive year! Just for fun, here is where it all started back in 2008 when EPIC earned a #1 ranking in the medium employer category. We hope you enjoy this “blast from the past.

  • Charitable Giving – Not Just for the Holiday Season!

    February 18, 2014 0 Comments

    noun \ˈcher-ə-tē, ˈcha-rə-\

    1: benevolent goodwill toward or love of humanity

    2a: generosity and helpfulness especially toward the needy or suffering; also: aid given to those in need
    b: an institution engaged in relief of the poor
    c: public provision for the relief of the needy

    3a: a gift for public benevolent purposes
    b: an institution (as a hospital) founded by such a gift

    4: lenient judgment of others

  • Year End Musings: A message from EPIC’s Founding Partners to All Employees

    January 7, 2014 0 Comments

    As we near the close of another year and reflect on our journey throughout 2013, it is hard not to look back and just go “WOW”!!! In some ways it feels like the year went by in the blink of an eye, and in other ways it seems like it was two years rolled into one.

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    "How Agents and Brokers Help Communities Nationwide" - Insurance Journal

    January 3, 2014 0 Comments

    "How Agents and Brokers Help Communities Nationwide" - Insurance Journal

    EPIC Takes Acronym to Heart

    In 2013 alone, the charitable and community service organizations the firm’s employees and managers advocated for and supported included: the American Cancer Society; the National Multiple Sclerosis Society; the Alzheimer’s Association; the American Heart Association; Susan G. Komen for the Cure; Aids Walk and Project Open Hand; Boys and Girls Clubs; Northern Nevada Children’s Cancer foundation; the March of Dimes; Locks of Love; Ronald McDonald House Charities; and more. Click here for the full article.

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    EPIC Recognized as a Top Workplace by the Orange County Register

    December 11, 2013 0 Comments

    We are pleased that EPIC has been recognized as a Top Workplace by the Orange County Register. The Register has recognized 100 Companies and Organizations in Orange County as Top Workplaces 2013. These companies have been recognized as Top Workplaces based solely on surveys about the workplace completed by their employees. Top Workplaces are not only better places to work but are more likely to be successful than peer organizations.