Jeffrey P. Lewis, CFP® CRPC®

Jeffery Lewis is the President of Epic Private Wealth and a seasoned veteran with more than 20 years in the financial services industry. He enjoys helping families and business owners manage their finances and prepare confidently for their future. He takes pride in being a financial advocate and coach. “My favorite thing about what I do every day is that I get to help my friends solve expensive and sometimes painful money issues. Whether it’s helping save a bunch of money on their taxes or investing for their future, I can’t think of another business I could be in that has the kind of impact that we get to have in our client’s lives. I love to see their Success! It’s rewarding and downright fun seeing them reach their financial goals.”

Beyond earning the Certified Financial Planner (CFP®) designation, Jeff is also a Certified Main Street Tax Pro®, Chartered Retirement Planning Counselor (CRPC®), Series 66 securities license, and Life and Health Insurance licenses. He earned a Bachelor’s Degree in Business Management & Finance from Brigham Young University.

If you catch him on an evening or weekend away from the office, it’ll likely be at one of his kids sporting events, surfing a wave on the Columbia River, or skiing down an Epic slope with his four children and wife, Valerie. If he’s not on an adventure somewhere, he enjoys reading books on Personal Development, Business, Marketing, or tuning in to an adventure novel with the kids.

Jeff has been an active member of the Church of Jesus Christ of Latter Day Saints all his life, served for 2 years as a missionary in Knoxville Tennessee, and currently enjoys serving in the youth programs of the church.