EPG Wealth Management LLC

Richard Artzi is a financial advisor with EPG Wealth Management LLC in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at firms including Triad Advisors, Inc. and Acg Wealth, Inc., and serves as president of ROA Financial Services, LLC, a non-investment-related business. He is also involved as a general partner in G&R Partners, LLC, focusing on private equity fund due diligence and capital raising. EPG Wealth Management serves individuals, trusts, businesses, and retirement plans by providing portfolio management, financial planning, and access to third-party money managers. The firm customizes investment plans based on client objectives and typically manages accounts on a discretionary basis, using a combination of fundamental, technical, and cyclical analysis along with alternative investments for qualified investors.

David Curry is a CFP® with 23 years of industry experience, currently serving at EPG Wealth Management LLC since 2019. He has also worked at Arkadios Capital, ACG Wealth, and Triad Advisors, Inc. Outside of his advisory roles, he is involved in non-investment business activities through Curry & Co., LLP and RCM Capital LLC. EPG Wealth Management works with individuals, trusts, businesses, and retirement plans to provide portfolio management, financial planning, and retirement-plan consulting services. The firm develops customized investment plans and manages accounts on a discretionary basis using a variety of analytical approaches and alternative investments, while also offering access to third-party managers and a branded wrap fee program.

Kyle Willemse is a financial advisor at EPG Wealth Management LLC in Atlanta, GA, holding Series 63 and Series 65 licenses with two years of industry experience. Prior to joining EPG Wealth Management in 2023, he worked at Nasdaq eVestment from 2021 to 2023 and held various roles in education and financial services. EPG Wealth Management serves individuals, trusts, businesses, and retirement plans by providing portfolio management, financial planning, access to third-party money managers, and retirement-plan consulting. The firm develops customized investment plans typically managed on a discretionary basis, using a combination of fundamental, technical, and cyclical analysis, and offers a wrap fee program alongside advisor-managed accounts.

Thomas James is a CFP® professional with 18 years of industry experience, currently serving at EPG Wealth Management LLC. His prior roles include positions at Arkadios Capital, ACG Wealth Inc., and Triad Advisors, Inc. He is also an assistant professor of the practice of finance at High Point University, where he has taught since 2016. Additionally, he provides expert witness services on securities cases for a law firm. EPG Wealth Management works with individuals, trusts, businesses, and retirement plans, offering portfolio management, financial planning, and retirement-plan consulting. The firm develops customized investment plans using a combination of fundamental, technical, and cyclical analysis, often managing accounts on a discretionary basis and incorporating alternative investments and third-party managers.

Danny Moore is a financial advisor at EPG Wealth Management LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Arkadios Capital, ACG Wealth INC, and Triad Advisors, Inc. Outside of his advisory work, he serves as CEO, CFO, and owner of DLM Financial Services, Inc. EPG Wealth Management serves individuals, trusts, businesses, and retirement plans by providing portfolio management, financial planning, and retirement-plan consulting. The firm develops customized investment plans using a combination of fundamental, technical, and cyclical analysis, and offers access to third-party money managers and a branded wrap fee program.

Matthew Canine is a financial advisor at EPG Wealth Management LLC with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. He has been with EPG Wealth Management since 2019. EPG Wealth Management serves individuals, trusts, businesses, and retirement plans by providing portfolio management, financial planning, and retirement-plan consulting services. The firm typically manages accounts on a discretionary basis using a combination of fundamental, technical, and cyclical analysis, and offers both advisor-managed accounts and a wrap fee program.

Rodolfo Rodriguez is a financial advisor with EPG Wealth Management LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has previously worked at Equity Services Inc. and National Life Group. Outside of his advisory role, he serves as CEO of Kinship Wealth Partners LLC, a financial services practice. EPG Wealth Management serves individuals, trusts, businesses, and retirement plans by providing portfolio management, financial planning, and access to third-party money managers. The firm develops customized investment plans and typically manages accounts on a discretionary basis using a combination of fundamental, technical, and cyclical analysis.

Mark Reffett is a financial advisor at EPG Wealth Management LLC with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Arkadios Capital, ACG Wealth, and Triad Advisors, Inc. Outside of his advisory role, he is the owner of two non-investment-related entities, Stratford Capital LLC and RCM Capital LLC. EPG Wealth Management serves individuals, trusts, businesses, and retirement plans by providing portfolio management, financial planning, access to third-party money managers, and retirement-plan consulting. The firm develops customized investment plans and manages accounts using a combination of fundamental, technical, and cyclical analysis, while also offering a branded wrap fee program and outsourcing certain fiduciary duties.

Dylan Mac Callum is a financial advisor at EPG Wealth Management LLC in Atlanta, GA, holding a Series 66 designation and beginning his industry career in 2025. Prior to joining EPG and Arkadios Capital, he spent time at the University of Oregon and Pepperdine University. He has a minority ownership interest in two family-owned LLCs. EPG Wealth Management serves individuals, trusts, businesses, and retirement plans by providing portfolio management, financial planning, and retirement-plan consulting services. The firm uses customized investment plans and a mix of analytical approaches, managing accounts on a discretionary basis and offering access to third-party managers and alternative investments.

David Jones is a CFP® with 21 years of industry experience, currently serving as an advisor at EPG Wealth Management LLC in Atlanta, GA. His prior experience includes roles at Arkadios Capital, Equity Services, Inc., National Life Group, and National Financial Services Group. He is also CEO of Shepherd Financial Partners, Inc., a holding company for his business activities, and serves as trustee for a family trust involving a privately held company. EPG Wealth Management works with individuals, trusts, businesses, and retirement plans to provide portfolio management, financial planning, access to third-party money managers, and retirement-plan consulting. The firm develops customized investment plans and typically manages accounts on a discretionary basis, employing a combination of fundamental, technical, and cyclical analysis, as well as alternative investments for qualified investors.