Regional Director / Partner
University of Washington, B.A., Business Administration; University of Washington, J.D.
Attracted to financial planning at a very early age, Stephen Dart’s path to his profession had already begun to form by seventh grade, when he earned the Personal Finances merit badge as a Boy Scout. Stephen attended the University of Washington, where he gravitated to accounting as an undergraduate and tax in law school. He began his professional career in the tax-planning department of Touche Ross in 1980, became director of special projects at Vacation Internationale, Inc. in 1988, and subsequently formed Savings Growers, Inc. A partner and cofounder of Conlon Dart Wealth Management, Stephen joined EP Wealth Advisors in 2019, where he continues to help clients achieve their goals. Stephen lives in Seattle with his wife and two teenage daughters. Outside of work, he finds special delight in exercising his artistic talent in the kitchen, helping his wife Lisa in the garden and enjoying the beautiful Northwest while hiking, skiing and fishing.
Wealth Management Team:
- Work as an advisor team
- Client advisory support
Client Service Associate
- Help with account maintenance and balances
- Help with wire transfers, and money movement
Senior Client Service Associate
- Personalized Asset Allocation
- Tax Efficient Investing
- Financial plan development
- Implementation of planning recommendations