Steffan Dalsgaard grew up inside the work that became Epic Advisory Group.
His father, Jens Dalsgaard, spent his career as Vice President of Investments at A.G. Edwards, one of the most respected names in American brokerage. Steffan spent ten years in the stock market alongside him. He learned the business the way it is meant to be learned: across a desk, in real positions, with real consequences, from a man who treated a client's money as a trust rather than a transaction.
That decade was an apprenticeship in judgment. How to read a balance sheet and the people behind it. How a private company actually becomes a public one. What separates a business that is built to last from one that is merely sold. Steffan did not study these things. He lived inside them.