Epic Trust Investment Advisors LLC is an independent financial advisory firm serving clients throughout Washington. We have developed our business by reaching out, nurturing and maintaining close, trusting relationships with each of our clients.
Epic Trust Investment Advisors LLC’s mission is to simplify the finances of our clients and help them enjoy the people and causes in their lives that matter more to them than their money.
As an investment fiduciary, it is Epic Trust Investment Advisors LLC’s responsibility to put your interests above our own; you can trust that our financial professionals will always keep your best interest in mind. We care deeply about each client we serve and work hard every day to provide the advice and guidance that will help you achieve your definition of financial success.
Jeffery Lewis, a Certified Financial Planner® and president of Epic Trust Investment Advisors LLC, is a seasoned veteran of the Financial Services Industry.
For almost 10 years, Jeff has been helping clients prepare for their financial futures. He takes pride in being a Financial Advocate and Coach. Along with focusing on developing strategies designed to help clients prepare for a long retirement with a predictable monthly income. This includes using various financial tools that are specifically designed to help his clients pursue the growth and retention of their retirement wealth while simultaneously having cash on hand.
Jeff holds his Series 66 and 7 securities license and Life and Health Insurance licenses, as well as a Chartered Retirement Planning Counselor (CRPC®) designation. He earned his Bachelor’s Degree in Business Management with a concentration in Finance from Brigham Young University.
Jeff has been featured on several media outlets such as Fortune.com, The Suit.com, and NBC News television.
Jeff lives with his wife of ten years and their three children in Kennewick, Washington. He enjoys going on walks with his family and spending time making memories and experiencing new things. An avid reader, he is also a self-proclaimed industry “geek” who genuinely enjoys learning about the markets and financial industry.
Lori holds Series 7 and 66 securities registrations in addition to a Chartered Mutual Fund Counselor (CMFC®) designation. She also holds Life, Long-Term Care, and Disability Insurance licenses. She earned her Ph.D. in Higher Education Administration at Washington State University.
Prior to her service as a Financial Advisor, Lori spent 13 years in Business and Finance administrative positions at Research Universities. Her service in Higher Education Administration includes, but is not limited to, Vice Chancellor for Finance and Administration at WSU Tri-Cities and Executive Director of Administration in the Business and Finance Office at Utah State University. At USU, she was intimately involved as a member of the leadership team in developing the overall strategic direction for the Division of Business and Finance. As Vice Chancellor for Finance and Administration at WSU Tri-Cities, Lori was the Chief Financial Officer of the campus and provided leadership on the budget and long-range planning. She also oversaw Capital Planning, Facilities Operations, Auxiliary Services, Business Services, Human Resources, Risk Management, Emergency Response Planning, and Environmental Health and Safety.
Lori and her husband, David Painter, have three adult children and two grandchildren. They enjoy participating in numerous outdoor activities with their family and friends. The beginning of a perfect day for Lori includes meeting her friends for an early morning swim or bike ride before work. She strives to be at the top of her game in both the Financial Industry and as a Competitive Masters Athlete.
Melanie is known for her deep care and capacity to connect with her clients. Her ability to listen has helped her develop skills of identifying solutions to problems before they turn into major conflicts She is passionate about candid open communication. She loves working with clients that have a great sense of humor and a big vision to make a positive impact. She is often described as a "Ray of Sunshine" and has dedicated her life to empowering others to achieve their goals and dreams.
Melanie has been in the financial industry since 2004 working with various firms. Her experience has allowed her to dial in the best practice for meeting the unique needs of each client. Melanie has logged hundreds of hours studying personal development and behavior psychology. It is her mission to understand the mindset that underlines the decisions clients make, especially when it comes to money. This has given her insights on how to calm concerns when variables threaten to get clients off track of their financial plan. She finds great satisfaction in helping her clients reach retirement and maintain their lifestyle with peace of mind.
A personal passion for Melanie is creating an integrated life of Faith, Family, and Business. She recognizes God's hand in all her successes. Her biggest cheerleader is her sweetheart Jason, along with their 5 beautiful children. As a family, they love playing games, reading, singing, and dancing together. Melanie loves performing as a singer and is currently learning guitar. She also coaches other advisors, creating a bigger outreach to help more families win financially.
To schedule a time to discuss your financial future and the possible role of insurance in your financial strategy, contact us at firstname.lastname@example.org or call us at 509-591-0014 today!
This helpful retirement kit includes three guides that address topics you should consider when planning your retirement. Enter your name and email address below to request your free copy.
We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.
Advisory & Financial Planning Services offered through Epic Trust Investment Advisors LLC. Investments should be considered within your overall plan, risk tolerance, and financial needs. Participation involves risk – including the potential loss of principal.
Epic Trust Investment Advisors, LLC is a registered investment adviser in the states of Arizona, California, Nevada, Oregon, Utah, and Washington. The Adviser may not transact business in states where it is not appropriately registered or exempt from registration. Individualized responses to persons that involve either the effecting of transactions in securities or the rendering of personalized investment advice for compensation will not be made without registration or exemption.
Epic Trust Adviors LLC is NOT a chartered bank, trust company, or depository institution.