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 enjoys working with high-performing professionals, including engineers, nurses, physicians, realtors, teachers and business owners. Lori has developed a niche in Estate Planning for high net worth clients and developing insurance and investment strategies, leading up to and during retirement.
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 passionate about helping her clients reach their financial goals and to see the joy that comes from living out their dreams. Her clients become family and she cherishes each relationship. Melanie first started in the industry, in 2005, working as an independent Insurance and Annuity Representative.
Early on in her career, she witnessed the difference it can make on a family to have and use a financial plan! In 2013, she felt the need to broaden her skills and became a fully licensed Financial Advisor getting her Series 7 and 66 licenses.
Melanie is an experienced Retirement Advisor. She’s also particularly passionate about helping entrepreneurs and medical professionals be more profitable and showing them how to achieve Financial Independence and retire with the lifestyle they want without the need to sell their business.
Melanie and her sweetheart Jason will be celebrating 19 years of marriage this year and have 4 very active, beautiful children ages 1, 3, 7 & 12. They enjoy attending the various activities their kids are involved in. If you’re lucky, you’ll catch her in one of her carefree moments either dancing or singing with her family.
Cathryn loves meeting new people and getting to know Clients on a personal level. She has over a decade of experience in Customer Service and finds real happiness in serving others. She is passionate about her work and believes in giving her all in every aspect of life.
Cathryn holds a Series 65 securities license and Life and Health Insurance license.
Outside of the office, Cathryn enjoys spending time with Scott, her husband and their three beautiful, fun-loving daughters. They love going for walks, playing games, having dance parties in their living room and eating popcorn on family movie night.
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.