Meet the Epic Team

Motivated Professionals

Who Care About People, Not Just Numbers

Jeffrey P. Lewis

Founder| CEO | CFO | CRPC | CFP®

Lori A. Selby

Picture of Lori Selby

VP| Ph.D | CMFC | CFP®

Lynn R. Siewart

CRPS| AIMC | IAR

Matthew J. Baker

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Wealth Mgmt Advisor| IAR

Carmen Gonzales

Carmen

VP of Operations & Marketing|MBA

Kathy Selby

Director of Client Services

Tiffany Madsen

Community Outreach Coord.