Jonathan Spatz has been dedicated to serving and helping families with retirement and investment planning for over 20 years in western North Carolina. He is passionate about educating and empowering his clients with the financial knowledge necessary to navigate the different phases of retirement. Jonathan's primary focus is on helping clients secure retirement income through proper planning and maintaining that income for the rest of their lives. He strives to ensure that his clients can retire comfortably, maintain their lifestyle throughout retirement, and cover unexpected healthcare costs and rising inflation.

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In addition to his advisory work, Jonathan teaches workshops and classes on various retirement and investment planning topics at local libraries and universities. His commitment to client education and empowerment is evident in his proactive approach to financial planning.

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Jonathan is supported by his beautiful wife, Nicole, and their three amazing daughters, Gabby, Josie, and Andi, who keep him busy and inspired.

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Feel free to reach out to Jonathan for any assistance or inquiries:

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• Email: jonathan@epicfncl.com

• Phone: (828) 569-1040 (Work), (828) 320-9267 (Cell)

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Jonathan looks forward to continuing to serve and support his clients with the same dedication and enthusiasm that has defined his career.

Jaime Powell is a seasoned professional with over 20 years of experience in the financial services industry. She began her career by successfully running her family's insurance agency, where she honed her skills in client servicing and management.

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Two years ago, Jaime brought her wealth of knowledge and expertise to Epic Income Advisors, where she now serves as the Office and Client Relationship Manager. In this role, Jaime is the cornerstone of client interactions, regularly reaching out to ensure that their needs are met and their financial goals are on track. Her dedication to serving clients is evident in her proactive approach and genuine care for their financial well-being.

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Jaime's passion for client service and her extensive experience make her an invaluable asset to the team. She loves connecting with clients and takes pride in helping them navigate their financial journeys.

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Feel free to reach out to Jaime for any assistance or inquiries:

Email: jaime@epicfncl.com

Phone: (828) 569-1040 (work), (828) 896-8647 (cell)

Jaime looks forward to continuing to serve and support our clients with the same dedication and enthusiasm that has defined her career.

Bert Spatz is a seasoned professional with over 20 years of experience in building client relationships, recently transitioning into a role as an advisor. His focus is on helping clients secure their portfolios and create lifetime income strategies that they can rely on throughout their retirement. Bert's dedication to his clients is matched by his commitment to his family. He is married to Laura, and together they have a daughter, Anna, who is currently a freshman in college. In his free time, Bert enjoys gardening and cherishing moments with his family. His passion for nurturing both plants and relationships reflects his approach to financial advising—cultivating growth and stability for his client's retirement.