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Investment Guidance, Retirement Planning, Risk Management, Estate Planning, Tax Strategies, PERS and more!
Why I Chose "Epic Journey Financial"
In this video, I share the inspiration behind the name "Epic Journey Financial" and how it reflects our commitment to helping make your financial journey extraordinary. Whether you're just starting out or looking to enhance your financial path, we're here to guide you every step of the way.
Let's get acquainted—click the button below to reach out and schedule a meeting. We understand the demands on business owners, so we're flexible to fit your schedule. I look forward to connecting with you!
Stay in the Know
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There are a number of strategies parents might consider to increase the amount of financial aid their child may qualify for under the FAFSA (Free Application for Federal Student Aid).
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Financial aid is money given by colleges and federal and state governments to help students pay for college or graduate school.
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Although estate planning can be broadly defined as a process that helps you manage and preserve your assets during life and control their distribution after your death, estate planning means different things to different people.
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See key market data for the week ending November 21, 2025.
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The window of opportunity for many tax-saving moves closes on December 31.
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Tax reference numbers at a glance.
Helping Maximize Your Future
Discover how WE can help YOU
We are a community of dedicated financial professionals committed to the belief that everyone should have the freedom to pursue their own goals. We focus on providing the resources and relationships to support the needs and objectives of the clients we serve. It begins and ends with our Committed Benevolent Interest (CBI) in others. Helping create true wealth that goes beyond the numbers.
Mission Statement
The most important person in our organization is you.
Our Motto
The more you do for others, the more you do for you.
Vision Statement
Cultivate a community based on a Committed Benevolent Interest (CBI) for all family members, clients, associates, independent financial professionals, tax professionals, and financial institutions, to enjoy unmatched culture amplified by timely support, effective resources, and powerful technology to achieve the highest level of success you can imagine.
