Phoenix, Arizona
Shawn Morriss had more than 20 years of experience in the tax area of financial services when he joined EP Wealth Advisors in 2023. Shawn’s previous roles included two decades as a franchisee for H&R Block, during which he owned and managed 11 offices. He also handled mergers and acquisitions for a large Massage Envy franchisee, and was tax manager for a local CPA firm. Shawn enjoys working with clients to help them employ appropriate strategies. Shawn and his partner have a four-year-old son who keeps them busy. They spend their free time traveling and spend many weekends in his hometown, Seattle—GO HAWKS! Shawn has sailed across the Atlantic and visited more than 70 countries. This fall, he and his partner are taking their son to Europe to get his first passport stamp.
Eastern Washington University, B.S., Business Administration
