He earned his Bachelor’s Degree in Business Management with a concentration in Finance from Brigham Young University. He is a Certified Financial Planner® and president of Epic Trust Investment Advisors LLC, is a seasoned veteran of the Financial Services Industry. Jeff holds his Series 66 securities license and Life and Health Insurance licenses, as well as a Chartered Retirement Planning Counselor (CRPC®) designation.
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 has been featured on several media outlets such as Fortune.com, The Suit.com, Forbes and NBC News television.
There’s few things in life that make me happier than skiing with my wife and 3 oldest kids – which is crazy because I didn’t learn to ski till I was 30 years old.While driving I enjoy listening to self-improvement and business/finance books. Road trips are refreshing for me since I get plenty of time for self-assessment, forced family time, and story telling with the kids. I also enjoy competing in triathlons, playing basketball, and professionally coaching other Advisors.
Fact #1 Jeffery grew up in a family with 12 siblings – all of which are married and active in their local churches and school organizations – Great job Mom and Dad.
Fact #2 Valerie’s first impression of Jeff when they met in 2002 was that he was “super cheesy.” After four years he finally convinced her to marry him.
Fact #3 Jeff’s sister Karen dropped him off the kitchen table when he was a baby and broke his head – This explains a lot.
“Jeff keeps saying he is on diet, but then the pile of cookies I brought into the office keeps getting smaller. No-one can figure out where they are going”.
“Every great institution is the lengthened shadow of a single man. His character determines the character of hi organization.” Ralph Waldo Emerson. This is the primary reason I chose to join Epic Trust Investment Advisors. We are indeed fortunate to have Jeff at the helm.”
“Jeff’s ambition to build an honest and strong relationship-oriented firm, in an industry where many have lost confidence, is admirable. His passion to help others is moving. Jeff never stops thinking BIG, always seeking ways to help our Clients be financially independent and grow the business, in every imaginable aspect He’s continuously motivating us to grow personally and professionally. He’s created an atmosphere where one can be comfortable expressing their ideas and passions. I am eager to learn as much as possible!”
“Jeff is a great leader and motivator. He is very driven and pushes himself and everyone around him to want to be better every day. He is a great teacher and is always willing to help by taking the time to share what he knows, truly investing his time and energy into each of his team members”
“Jeff is by far the most enthusiastic person you’ll ever meet.”
“I’m not sure he can live without soda even when he’s on a diet”.
Epic Trust Investment Advisors LLC is an independent financial services firm helping individuals and families create Financial Plans and Manage Investments.
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. The information on this website is designed to provide general information on the subjects covered. Pursuant to IRS Circular 230, it is not, however, intended to provide specific investment, legal, or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement.
Epic Trust Investment Adviors LLC is NOT a chartered bank, trust company, or depository institution.
Epic Trust Investment Advisors LLC is an SEC registered investment adviser with registrations in Arizona, California, Nevada, Oregon, Utah, and Washington. The Adviser may not transact business in states where it is not appropriately registered unless it is exempt from registration in those states. 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.
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