Meet the Team | Epic Private Wealth Advisors

Your Epic Team

Do Something EPIC With Your Wealth—And Your Life

Retirement isn’t about slowing down, it’s about turning decades of hard work into decades of financial independence. That’s why we’ve built an integrated approach that combines advanced tax strategies, proactive planning, and our signature Epic Retirement Roadmap to give you clarity and confidence at every stage.

Richland, WA

Jeffery P. Lewis

Jeffrey P. Lewis, CFP® CRPC®

CEO | Partner | Sr. Wealth Advisor

Valerie Lewis

Valerie Lewis

Partner | President of Accounting | Sr. CFO Advisor

Lori Selby

Lori Selby, PhD CFP® CMFC®

Vice President | Sr. Wealth Advisor

Greg Stapleton

Greg Stapleton

Associate Wealth Advisor

Jennica Mackley

Jennica Mackley

Sr. Accountant

Anne Burnett

Anne Burnett

Accountant

Jacob Stanfield

Jacob Stanfield

Tax Return Coordinator

Carmen Gonzales

Carmen Gonzales, MBA

VP of Investment Operations

Patrick Fair

Patrick Fair

VP of Client Relations

Naomia May

Naomia May

Marketing Director

Madisyn Wingfield

Madisyn Wingfield

Executive Manager

Rhiannon Collins

Rhiannon Collins

Office Administrator

Jessica Matravers

Jessica Matravers

Administrative Coordinator

Peoria, AZ and St. George, UT

Craig Nelson

Craig Nelson

Sr. Wealth Advisor

Vicky Ulrich

Vicky Ulrich

Sr. Client Service Specialist

Phoenix, AZ

Michele Escobedo

Michele Escobedo

Managing Director | Sr. Tax Advisor

Lisa Gonzol

Lisa Gonzol

Accounting Manager

Cole Gutierrez

Cole Gutierrez

Accountant

Kristen Bonilla

Kristen Bonilla

Office Administrator

Lasting Wealth, Epic Impact

100+ Years

Combined Finance Expertise

$275M+

Asset Under Management

Retirement Planning

Discover how our Epic Retirement Roadmap answers your biggest questions and helps you plan with intention.

Explore The Epic Retirement Roadmap

Wealth Services

From financial planning to investment management, explore the full range of services under one roof.

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Who We Serve

Whether you’re a business owner, professional, or family, discover how our strategies are tailored to your goals.

Meet Our Clients