Santa Fe, New Mexico Office

    460 St. Michaels Dr.
    Suite #902
    Santa Fe, NM 87505

    Phone: (844) 507-0961

    Fax: (617) 695-2121

    Meet Our Team
    Michael Coursey

    Michael Coursey

    Vice President, Advisor

    Salem, Oregon
    Contact Michael

    • Michael Coursey is a Vice President, Advisor at EP Wealth Advisors. He works with individuals, families, and small business owners, helping them create clarity and confidence through comprehensive wealth management. His focus is on integrating investments, retirement planning, and business considerations to support each client’s long-term goals.

    • Michael began his financial services career in 1999 as a financial advisor with a broker-dealer before helping form an independent RIA in 2012. Since 2017, his practice has operated as a fully fee-based RIA, joining EP Wealth Advisors in December 2025. He graduated from Azusa Pacific University with a Bachelor of Science in marketing and business administration.

    • Michael enjoys bringing practical, experience-based insight to client conversations. He believes that clear communication and thoughtful planning help clients make informed decisions for their financial lives and families.

    • Michael and his wife are active in their church, community groups, playing pickleball, and spending time with their grown children and grandchildren.

    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.

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    To SKI or Not to SKI (Spend Kids' Inheritance)?
    Shari Greco Reiches explores what it means to SKI (spend kids’ inheritance), and how to strike the right balance between living for today and planning for tomorrow.
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    A Gift that Can Grow with Your Children
    Help your child or grandchild build smart financial habits early with a Roth IRA. Discover how this meaningful gift can grow over time—and spark lifelong money conversations.

    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.

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