Meet Our Network Advisors

Jeffery Lewis, CFP®

CEO | Partner | Sr. Wealth Advisor

Lori Selby, CFP®

Vice President| Sr. Wealth Advisor

Marc Livernois

Sr. Wealth Advisor

Matthew Baker

Partner| Sr. Wealth Advisor

Craig Nelson

Sr. Wealth Advisor

Greg Stapleton

Associate Wealth Advisor

Carmen Gonzales

Vice President | Operations Manager

Vicky Ulrich

Sr. Client Service Specialist | Paraplanner

Dora Vasquez

Investment Account Services

Disclaimer:

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. Epic Trust Investment Advisors, LLC is NOT a chartered bank, trust company, or depository institution. Additional information about Epic Trust Investment Advisors, LLC 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.