We help you craft an EPIC legacy through authentic relationships and intentional storytelling.

What would it look like to approach life EPICly with a “long view?”

EPICly would be honored to come alongside you and your family as you…

Develop your legacy.

Live your legacy.

Share your legacy.

EPICly on YouTube

As experienced advisors, Dr. Jason and Kimberly Peters are passionate about helping people craft an EPIC legacy.

Kimberly earned her BSN, is a Certified Functional Nutrition Counselor, mother to five children and “bonus mom” to one son-in-law. Jason and Kimberly were college sweethearts and have been married 29 years. They welcomed their first grandson in 2022.

Jason helps families facilitate conversations they deeply desire to have, but may not know how to begin. As Transform Wealth’s Legacy Advisor, Jason helps families craft a meaningful legacy, with this underlying philosophy: “Our legacy is not what we leave, our legacy is what we live.”

He is also a seasoned executive leader, most recently serving as CEO of an international NGO for more than five years. Completing his doctorate in 2007, Jason qualified as a Gallup-Certified coach, is a retired USAF Lieutenant Colonel, experienced trauma consultant and graduate of a one-year clinical residency at a trauma center in San Antonio, Texas.