Phoenix Biltmore, Arizona Office
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MJ provides regional leadership while supporting advisors and clients across the firm. He focuses on developing strong teams, advancing growth, and helping deliver a consistent client experience.
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MJ began his career in financial services in operational and trading roles at a large mutual fund institution. He later gained experience in advisory services and capital markets before co-founding Pathlight, which joined EP Wealth in 2019. He earned a B.S. in Business Administration from the University of San Francisco and holds the Accredited Investment Fiduciary® (AIF®) designation.
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Disciplined and collaborative, MJ helps clients and teams stay focused on long-term priorities. He believes strong leadership and clear communication help people make thoughtful decisions and move toward their goals.
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MJ and his wife, Julie, have two children. He is active in his community and is a member of the Thunderbirds, which supports Arizona charities through the WM Phoenix Open.
Connect with MJ
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EP Wealth's Regional Director, MJ...
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