Covington, KY Office

Andrew Epplen is a Benefits & Planning Consultant specializing in Executive Services at Fidelity Investments. In this role, he partners with executives to navigate company benefits, equity compensation, and wealth planning, emphasizing building trust and strong client relationships. Andrew has been with Fidelity Investments since 2020, progressing through roles including Customer Relationship Advocate, Investment Solutions Representative, and Workplace Planning Consultant before assuming his current position in 2024. This experience has provided him with a comprehensive understanding of workplace and investment planning. Outside of his professional work, Andrew has interests in baseball, concerts, food, football, social events with friends, and hiking.

Jason Eibel is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and bringing 28 years of industry experience. He has been associated with various Fidelity entities since 1997, including Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Fidelity Investments. He is part of Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from a broad universe of mutual funds, ETFs, and ETPs.