Salt Lake City, Utah Office

3115 E Lion Lane
STE 100
Salt Lake City, UT 84121

Phone: (801) 944-7702

Fax: (801) 944-7708

JoElle Goates

JoElle Goates

Client Relationship Associate

Salt Lake City, Utah

  • JoElle is a big proponent of financial education and enjoys helping people realize financial opportunities—all vital to the role of a Client Relationship Associate. She joined the EP Wealth Advisors family in 2023.

  • Before EP Wealth, JoElle’s previous experience included responsibilities as a Customer Relationship Advocate at Fidelity Investments.

  • JoElle holds a B.S. in Philosophy and a B.S. in Psychology from the University of Utah.

  • Outside work, she relaxes by paddle boarding and spending time with her two small dogs.


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