Financial Advisors in MOUNT VERNON, WASHINGTON

Mount Vernon, WA

Offering comprehensive financial planning and education resources personalized for your specific objectives, our Mt Vernon EP Wealth team provides bespoke retirement planning, estate planning, investment portfolio guidance, business solutions, tax planning, charitable giving, trustee services, and other wealth services aimed at building and preserving wealth to support your lifestyle both now and in the future. 

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Leadership/CLIENT SUPPORT TEAM

Todd Flynn
Regional Director / Partner

Pamela Lemire
Senior Client Relationship Associate

Armand Lebrilla, CIMA®
Portfolio Manager

Jessica Ellyson, CFP®
Senior Financial Planner

Contact Our Mount Vernon Financial Advisors

Our Mount Vernon office invites you to visit and meet our financial advisors to see what our full-service team can provide.

WE KEEP YOU INFORMED

You want to achieve success on your terms. We provide the insights and tools you need to be knowledgeable and purposeful stewards of your wealth.

The deadline to file taxes is April 15,...

Learn the updated contribution limits...

With new 401(k) contribution limits for...