October
Doris Fink
Executive Plan B
Helping executives and entrepreneurs design what comes next — before they need it.
Member Spotlight
The People Behind EPIC!
Every month, we feature one member — their craft, their story, and what makes them the pro you want in your corner.
This Month's Spotlight
Bryan DalyCFP®, RICP®
Certified Financial Planner • Retirement Income Certified Professional
New Life Financial Planning
Bryan founded EPIC! Business Connections on a simple idea: a referral group should feel like the best part of your week, not another obligation on the calendar.
In his day-to-day work, he builds retirement income strategies for families who want a real plan — not a product pitch. He's spent decades helping clients turn the question "will we be okay?" into a confident yes.
Inside the room, Bryan is the connector. He notices who hasn't met yet, makes the introduction, and quietly follows up to make sure it stuck.
"The best referrals don't come from pressure. They come from people who actually trust you — and that takes showing up, every week, for years."
Past Spotlights
September
Julie Riga
Business Consultant & Author
Award-winning consultant on leadership, resilience, and growth.
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Members get spotlighted in rotation. Visit us Thursday morning and let's get you in the room.
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