EPIC boosts leadership in Northern California

EPIC boosts leadership in Northern California | Insurance Business America

Insurance News

EPIC boosts leadership in Northern California

Move part of ‘building for the future’

Insurance News

By
Terry Gangcuangco

EPIC Insurance Brokers & Consultants (EPIC) is continuing its strategic growth across Northern California with new leadership appointments aimed at enhancing service delivery in the region.

The team in Northern California will now be headed by regional president William “Bill” Ferree (pictured) and chief operating officer Matt Sitzmann. Supporting them will be Robyn Pawlo, taking on the role of executive managing principal for employee benefits, along with North California vice chairmen Curt Perata and Brian Quinn.

Ferree, who has been co-leading EPIC’s Pacific Central territory, will expand his responsibilities to include his new Northern California remit. Having started his career in retail commercial insurance in 1997, he joined EPIC in 2019 through its acquisition of Integro USA.

Sitzmann, who will continue to oversee EPIC’s Lafayette, California office as managing principal, will serve as COO for Northern California. He became part of EPIC in 2022 when the firm acquired SLCO, an employee benefits, property & casualty, and personal lines firm in Contra Costa County.

Pawlo, meanwhile, joined EPIC through the acquisition of Jenkins Insurance Services in 2014, bringing with her a wealth of experience in benefits planning, particularly in areas such as alternative funding, leave management, and wellness programs.

Perata also joined the company via Jenkins Insurance Services, bringing expertise in commercial property & casualty. Quinn, who specializes in the construction, agriculture, and food industries, has been with EPIC since 2007, contributing to the founding of its California headquarters.

“We are extremely excited to expand our senior leadership team while continuing our focus on specialization,” said EPIC president Tom O’Neil. “The formation of this curated team of experienced and exceptional leadership in Northern California further emphasizes our dedication to build for the future and enhance client outcomes.”

Since its founding in 2007 in San Ramon, EPIC has emerged as a rapidly growing insurance brokerage, attracting top talent and expanding nationally. Over the past five years, the firm has grown its revenue from $300 million to over $1 billion.

What do you think about this story? Share your thoughts in the comments below.