You don’t know what you don’t know.
And, let’s face it, managing your finances can be complex. You don’t need to learn another language to put your money to work for you. That’s why Epic exists: to take the guesswork out of managing your money and put you back in the driver’s seat toward your goals and dreams.
Hi, I’m Trace.
I’ve been providing financial planning and investment advice for the past decade. I started as a financial analyst at a nationally recognized, high net worth wealth management firm in Akron. At the age of 27 I was the Director of Wealth Management, managing more than 100 million dollars in client portfolios. I learned a lot about what makes someone successful and found that by putting transparency and honesty to work, we can shut down the complexity that often surrounds the industry and give roadmaps to financial success to everyone who wants one.
About Trace
Founder, CEO and head honcho. Trace meets with clients personally and handles the ins and outs, ups and downs of all client planning and implementation (he’s the Certified Financial Planner). Can often be found nerding out over spreadsheets.
- Can’t be interrupted when: Radiolab is playing.
- Favorite beer: Bells Two Hearted Ale
- Best fly fishing spot: Frying Pan in CO
- Beach or mountains? Mountains. In a camper.
