EP Wealth Advisors
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EP Wealth Advisors is an investment management, financial planning and wealth advisory firm with over $13 billion in client assets under management.
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Patrick Goshtigian
Executive Chairman
Patrick Goshtigian
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Christopher Toumajian
Chief Financial Officer
Brian Parker
Managing Director
Cfp® Derek Holman Aif®
Managing Director
Cfp® Erin Voisin Ea, Ms, Cdfa®, Chfc®
Managing Director Partner Wealth Management Services
Matthew Crow
Managing Director Of Wealth Advisory/partner At EP Wealth Advisors
Steven Beals
Divisional Leader, Partner
Iaccp® Mario Chilin Ccep®, Cscp®
Chief Compliance Officer
Brenda Winn
Client Relationship Manager
Kathleen Morris Cheek
Client Relationship Manager
Fpqp®️ Kelly Alameddin
Client Relationship Manager
Maranda M.
Client Relationship Manager
Mineko C. Murai
Client Relationship Manager
Olivia Nierhake
Account Manager
Ashley Bown
Sr. Relationship Associate
Haylee Michaud
Customer Relationship Specialist
Jeni E. Buys
Client Service Associate
Jennifer Forsyth
Senior Client Relationship Associate At EP Wealth Advisors, LLC
Luis Bribiesca
Sr. Client Relationship Associate
Cfp® Garrett Carter Msba
Associate Director Of Partnership Integration
Mike Madden
IT Manager, Infrastructure And Service Delivery
Vina Qui-Huong Nguyen
Senior Associate, Data Analytics
