Meet the Epic Team

Motivated Professionals

Who Care About People, Not Just Numbers

Jeffrey P. Lewis

Founder| CEO | CFO | CRPC

Lori A. Selby

Picture of Lori Selby

VP| Ph.D | CMFC

Lynn R. Siewart

CRPS| AIMC | IAR

Matthew J. Baker

Picture of Matthew Baker

Wealth Mgmt Advisor| IAR

Carmen Gonzales

Carmen

VP of Operations & Marketing

Kathy Selby

Wealth Mgmt Advisor| IAR

Tiffany Madsen

Community Outreach Coord.