Meet the Epic Team

Motivated Professionals

Who Care about People, Not just Numbers

Jeffery P. Lewis

Founder | CEO | CFP | CRPC

Lori A. Selby

VP | Ph.D | CMFC

Lynn R. Siewart


Matthew J. Baker

Wealth Mgmt Advisor | IAR

Carmen Gonzales

VP of Operations & Marketing

Kathy Selby

Director of Client Services

Tiffany Madsen

Community Outreach Coord.

8656 W Gage Blvd |Kennewick|WA| (509) 591-0014

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.
© Copyright Epic Trust Investment Advisors LLC 2019 | All Rights Reserved