With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.
Your first point of contact when working with EPIC Wealth Partners. She loves being the hub for all communications!
Works with our advisors to deliver highly personalized financial analyses. Tom has been in the financial industry since 1987.
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.
Associate of Arts: Business Administration (Moorpark College)
James is our Paraplanner who internally processes documents and handles various client services requests with precision and accuracy!
Bachelor of Science in Business Administration: Emphasis in Finance (California Lutheran University)
Matt is our Investment Specialist at EPIC Wealth Partners and spends his time working with the Financial Planning Department and Client Services Department along with doing investment research!
Brooke is our Marketing Specialist and the creative mind behind our EPIC events and social media posts!
Bachelor of Science in Business Administration: Emphasis in Marketing (California State University, Northridge)
As an essential part of our financial planning department, Dan specializes in research, analysis, and preparation of documents for our financial advisors!
Bachelor of Science in Communications (University of Wyoming)
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