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EP Wealth Advisors
Investment Committee
Financial Planning
Tax and Estate Planning
Investment Team
Operations Team
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- Susan Carsello
- Jaynie Collins
- Stefanie Corrales, FPQP™, SHRM-SCP®
- Michael DeSantis, FPQP™
- Brian Gosell
- Liz Guerrero
- Taja Hardy
- Ryan Kuhn
- Elena Israel
- Maura Madden, CFP®
- Seth Maristuen
- John McCormick
- Trevor Moore
- Mineko C. Murai
- Travis Meyer
- Suzanne Mickelson
- Sheri Nelson
- Rhonda O'Neal
- Sean Ostrom
- Marcia Parker
- Bernadette Posen
- Meena Pegany
- Kat Phan
- Bert Raquel
- Brian Shortsleeve
- Lauren Smyer
- Jackie Swanson
- Julie Sweeten
- Jamie Tarrant
- Lisa Villagrana
- Elle Wenz, MBA
- Brenda Winn
- Veronica Wimer
Partnership Integration Team
Compliance
Finance and HR
Employee Enrichment
Client Experience and Marketing