Mark Matley, ChFC® , CLU®
Regional Director/Partner
Salt Lake City, Utah Office
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Mark focuses on helping his clients achieve their personal vision of success. He has dedicated his career to getting to know each of his clients on a personal level so he can better assist them plan for their financial, and by extension, their life goals.
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Mark began his career as an analyst on Wall Street over three decades ago. He soon realized there was in the marketplace for a wealth management firm that focuses on advice over sales. So, Mark channeled his love for finance into a new business venture, The Insight Group. As the firm grew, Mark needed additional capabilities and merged The Insight Group with EP Wealth Advisors in 2020.
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Mark graduated Magna Cum Laude with a B.A. in Economics from Brigham Young University. He holds both the Chartered Financial Consultant and Chartered Life Underwriter designations.
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Mark’s other great passion is his family – he is married with three daughters. He enjoys golf, tennis, skiing, and spending time at their farmhouse in Virginia. Mark and his family reside in Holladay, Utah.
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