OFFICE LOCATIONS

MEET YOUR EP WEALTH ADVISORS TEAM

Click on a location, search for an advisor by name below, or connect with us to find the right advisor for you.

Adam N. Werner CA G. Bradley Owen CA Brad Stacey WA Brady Jardine UT Brett Anderson TX Brian E. Parker CA Brian Wilde UT Chad Burton WA Chuck Bautista CO Chuck Cutler UT Clint Camua CA Dan Federman CA Derek Holman CA Elizabeth Cady CO Elliott Servais CA Eric Nikssarian CA Eric Swanson CA Frank Patzke IL Greg Wells CA James Dwyer AZ Jaron Gardiner WA Jon D. Moore CO Jon D. Moore CO Kathy Costas CA Klaudia Dettloff IL Laura R. Knolle CA Mark Matley UT Michael Stillman TX Mike McGinley AZ Mike McGrath CA M.J. Nodilo Nick Hatfield CO Paramita Roy CA Paul Salisbury UT Richard C. Donnelly CA Rick Bryan WA Ryan Ignacio CA Ryan Schwartz CA Ryan Serrecchia CA Sara Gardner CO Sean Cartin CA Stephanie Richman CA Stephen Dart WA Trevor Bush CA Tyler Petersen UT David Tate UT Clay Zachry CA Cristin Rigg CA Dallin Cutler UT Fernando Reyes CA Jonathan Spector CA Lucas Karasch CA Richard Janke UT Robert Davis UT Ryan Krantz UT Tom Nguyen CA Wyatt DeGooyer UT Mary Harris CA Matthew Kuhn CA Jon Bacon CA Linda Coffey IL James H. Reinke WA Christopher Estrada CA Ethan G. Matkin CA Billy Wee CA Jack Curran CA Bill Morrissey WA Tammy Prouty WA Adrian Larson Bronwyn Shone CA Todd Flynn WA Liz McQueen WA James Nevers WA Aleksandr Chkadua CA Ana Mercado CA Jonathan K. DeYoe CA John Madden CA Carrie Sax CA Lauren Klein CA Nate Cutler UT Giorgina Nguyen CA Armando Estevane CA Brooke Wadsworth UT Neal Marchant CPA UT Clifford Coulston CA Joshua Land CA Julie Chan-O’Rourke CA Ryan Kuhn Austin Beard UT Brian Mulvey MA Patrick Donovan MA Randall Warren PA Scott Shellhamer PA Jordan Sisson PA Bob McCarty PA Devin Paul PA Scott E. Upham ME Scott E. Upham ME Jeffrey G. Burch [ Brunswick ME Jeffrey G. Burch [ AUGUSTA ME Brock Miller UT Rich DeRafelo PA Ronald Lehman PA Jeffrey Lehman PA Avery Dwyer MA Avery Dwyer MA Chuck Johnson NH Chuck Johnson MA Thomas Dwyer MA Bill Simpson MA Bill Simpson NH Jake Shuman MA Andy Thomas CO Thomas Kyle CA Rachel Seaton CO Rachel Seaton CO Jason Clebowicz CA Brandon Beckner WA Jared Johnson