JoElle Goates

Client Relationship Associate

Salt Lake City, Utah

JoElle is a big proponent of financial education and enjoys helping people realize financial opportunities—all vital to the role of a Client Relationship Associate. She joined the EP Wealth Advisors family in 2023.
Before EP Wealth, JoElle’s previous experience included responsibilities as a Customer Relationship Advocate at Fidelity Investments.
JoElle holds a B.S. in Philosophy and a B.S. in Psychology from the University of Utah.
Outside work, she relaxes by paddle boarding and spending time with her two small dogs.

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