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.



Our advisors

Joel E Boyce

CRPC

Private Wealth Advisor

Chief Executive Officer of EPIC Wealth Partners
Learn more about Joel E Boyce Visit Joel E Boyce's website

Scott Wilcox

CFP®, CRPC, APMA

Financial Advisor

Learn more about Scott Wilcox Visit Scott Wilcox's website


Our 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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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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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 Administration (Moorpark College)

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James Holland

James Holland

Paraplanner,

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™

Personal Intro

James is our Paraplanner who internally processes documents and handles various client services requests with precision and accuracy!

Qualifications

  • Bachelor of Science in Business Administration: Emphasis in Finance (California Lutheran University)

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Matthew Chan

Matthew Chan

Investment Specialist

Personal Intro

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!

Qualifications

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

Brooke Manoogian

Marketing Specialist

Personal Intro

Brooke is our Marketing Specialist and the creative mind behind our EPIC events and social media posts!

Qualifications

  • Bachelor of Science in Business Administration: Emphasis in Marketing (California State University, Northridge)

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Dan Fitzgerald

Dan Fitzgerald

Financial Planning Assistant

Personal Intro

As an essential part of our financial planning department, Dan specializes in research, analysis, and preparation of documents for our financial advisors!

Qualifications

  • Bachelor of Science in Communications (University of Wyoming)

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