STEPHEN EPPICH, CFP

Cleveland, OH

I graduated in 1985 from Bowling Green State university. After graduation, I started in the Financial Planning Industry with IDS American Express (1985).

• In 1989 I became the Cleveland East district manager for IDS
• In 1991 I started my own firm Eppich Asset Management (EAM Inc)
• In 1994 I became a CFP
• In 2000 I became a VA Advocate helping Veterans with Aid and Attendance Benefits
• In 2004 I was inducted into the “National who’s Who Registry”

The Cleveland Magazine has named me to their 5 Star wealth manager award in each of the past 6
years.