About Us


At Epic Private Wealth, we are driven by a commitment to excellence, accountability, and delivering unmatched value. Our core values—Ownership & Accountability, Value-Driven Service, Proactive Strategy, and a dedication to Strive for Excellence—guide everything we do.

We treat each client's financial future as if it were our own, providing personalized, forward-thinking solutions that empower successful business owners, individuals and families to build and protect their legacy. At Epic, we don't just manage wealth—we help you create a lasting impact for generations to come..

Meet our Epic Professionals

Our EPIC Team in Richland, WA

photo of Jeffery P. Lewis

Jeffery P. Lewis, CFP® CRPC®

CEO | Partner| Sr. Wealth Advisor

photo of Valerie Lewis

Valerie Lewis

Partner | President of Accounting | Sr. CFO Advisor

photo of Lori Selby

Lori Selby, PhD CFP® CMFC®

Vice President| Sr. Wealth Advisor

photo of Marc Livernois

Marc Livernois

Sr. Wealth Advisor

Sr. Wealth Advisor Greg Stapleton

Greg Stapleton

Associate Wealth Advisor

Advanced Tax Advisor Jalen Devine, CPA

Jalen DeVine, CPA

Advanced Tax Advisor

Accountant Jennica Mackley

Jennica Mackley

Sr. Accountant

Accountant Anne Burnett

Anne Burnett

Accountant

VP of Operations Carmen Gonzales

Carmen Gonzales, MBA

VP of Operations & Marketing

VP of Client Relations Patrick Fair

Patrick Fair, MBA

VP of Client Relations

Marketing and Communications Specialist Naomia May

Naomia May

Marketing & Communications

Administrative Coordinator Jessica Matravers

Jessica Matravers

Administrative Coordinator

Our EPIC team Phoenix, AZ

Michele Escobedo

Managing Director | Sr. Tax Advisor

Lisa Gonzol

Accounting Manager

Marshall Eastin

Accountant

Kristen Bonilla

Office Administrator

Henry Ambrose

Tax Intern

Our EPIC team in Peoria, AZ

Matthew Baker, ChFC®

Partner | Director of Wealth Management

Sr. Wealth Advisor

Vicky Ulrich

Sr. Client Service Specialist | Paraplanner

Lasting Wealth

Lasting Impact

10 years in business emblem

100+ Years

Combined Finance Expertise

$275M+

Asset Under Management

epic private wealth brand logo

© 2024 Epic Private Wealth - All Rights Reserved.

Contact

(509) 591-0014

Disclosure:

All Investment Advisory Services are provided by Epic Trust Investment Advisors, LLC d/b/a Epic Private Wealth, an SEC Registered Investment Advisor. Registration with the SEC does not imply a certain level of skill or expertise. Insurance products are offered through Northwest Insurance Alliance, LLC and guarantees are subject to the claims-paying ability of the issuing company and are not guarantees offered by Epic Trust Investment Advisors, LLC, or its affiliated companies. Epic Trust Investment Advisors, LLC d/b/a Epic Private Wealth is NOT a chartered bank, trust company, or depository institution. Additional information about Epic Trust Investment Advisors, LLC d/b/a Epic Private Wealth, is available in its current disclosure documents, Form ADV Part 1A, Form ADV Part 2A Brochure, and Client Relationship Summary report which are accessible online via the SEC’s investment Adviser Public Disclosure (IAPD) database at www.adviserinfo.sec.gov, using SEC #801-120618. Epic Trust Investment Advisors, LLC does not offer or provide legal or tax advice. Please consult your attorney and/or tax advisor for such services.


Epic Trust Is A Client-Focused SEC Registered Investment Advisory Firm That Offers It's Network Investment Advisor Representatives Access To "Proven In The Trenches" Financial Planning Tools and Investment Portfolios Tailored To Each Client’s Unique Goals And Plans. Please note, registration with the SEC does not imply a certain level of skill or expertise.

No client or potential client should assume that any information presented or made available on or through this website should be construed as personalized financial planning or investment advice. Personalized financial planning and investment advice can only be rendered after engagement of the firm for services, execution of the required documentation, and receipt of required disclosures. Please contact the firm for further information.