EPIC Wealth Partners

Our team is proud to provide a breadth of experience, specialized financial knowledge, and elevated level of service to all our clients. We work collectively to serve your goals and help you meet your financial future with more confidence.



Advisors

Joel E Boyce, Private Wealth Advisor serving the Westlake Village, CA area - Ameriprise Advisors

Joel E Boyce

CRPC®

Private Wealth Advisor

Chief Executive Officer of EPIC Wealth Partners
Visit Joel E Boyce's website
Scott Wilcox, Financial Advisor serving the Westlake Village, CA area - Ameriprise Advisors

Scott Wilcox

CFP®, CRPC®, APMA®

Financial Advisor

Visit Scott Wilcox's website

Team

Lauren Proctor

Lauren Proctor

Client Concierge,

Office Manager

Personal Intro

Your first point of contact when working with EPIC Wealth Partners. She loves being the hub for all communications!

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Cindi Messing

Cindi Messing

Client Service Coordinator

Personal Intro

Cindi has the longest tenure among our team, starting here in 2009. Cindi prepares for all meetings while facilitating a high-level of delivery for all client interactions.

Qualifications

  • Associate of Arts: Business Management (Moorpark College)
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Thomas O'Connor

Thomas O'Connor

Financial Planning Specialist

Personal Intro

Works with our advisors to deliver highly personalized financial analyses. Tom has been in the financial industry since 1987.

Qualifications

  • Bachelor of Science: Mass Communication (Minnesota State University - Moorhead)
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Laura Zarafili

Laura Zarafili

Client Relationship Manager

Personal Intro

Assists our advisory team and Financial Planning Specialist to provide comprehensive financial advice to our clients.

Qualifications

  • Bachelor of Arts: Advertising (Pepperdine University)
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James Holland

James Holland

Client Service Coordinator

Matthew Chan

Matthew Chan

Administrative Assistant

Qualifications

  • Bachelor of Arts: Economics (University of California, Los Angeles)
  • Minor in Philosophy (University of California, Los Angeles)
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