Kat Phan brings more than 20 years of customer-service experience, including nine years in sunny Arizona, to her position as regional office manager in the Seattle office. She joined the EP Wealth Advisors family in 2019, along with the rest of her team at Conlon Dart Wealth Management. Kat easily connects with everyone who comes through our doors and wants to make sure our clients feel welcome and taken care of. Highly organized, meticulous and great at resolving issues, Kat is a caretaker by nature, and strives to support the personal and professional success of those with whom she works. She is also committed to giving back and making a positive impact in our community and has organized a variety of volunteer projects for our team. When she’s not busy helping her EP Wealth office run smoothly, Kat enjoys working out, running outdoors, paddle boarding, and exploring new restaurants in her Ballard neighborhood.
Arizona State University, B.S., Communications