EP Wealth Advisors

Shawn Lawson is a financial advisor at EP Wealth Advisors with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Charles Schwab and in various roles including managing tax services at EWM Tax Solutions. EP Wealth Advisors serves individuals, corporate and business clients, and retirement plans by offering wealth management, discretionary portfolio management, financial planning, and ancillary services such as tax preparation and estate-document preparation. The firm utilizes customized model portfolios and combines fundamental, technical, and cyclical analysis with alternative investment strategies and third-party manager oversight.

Brock Nye is a financial advisor at EP Wealth Advisors with a Series 65 designation and one year of industry experience. His prior work includes roles at EP Wealth Advisors as well as positions outside the financial services sector, such as running a tree service business and involvement with Southern Virginia University. EP Wealth Advisors serves individuals, corporate clients, and retirement plans by offering wealth management, discretionary portfolio management, and financial planning services. The firm employs a range of investment strategies including fundamental, technical, and cyclical analysis, and provides ancillary services like tax preparation and estate-document assistance for certain clients.

Nora Kahn is a CFP® professional with three years of industry experience, currently serving as a financial advisor at EP Wealth Advisors. Her prior experience includes a year at Rappaport Reiches Capital Management and three years at Merrill. EP Wealth Advisors is a registered investment adviser serving individuals, corporate clients, and retirement plans with wealth management, discretionary portfolio management, and financial planning services. The firm offers customized model portfolios, ongoing monitoring, and a range of ancillary services including tax preparation and estate-document preparation for qualifying clients.

Patrick O'Hara is a CFP® with 29 years of industry experience, currently serving as an advisor at EP Wealth Advisors. He previously worked for Wacker Wealth Partners for 11 years before joining EP Wealth Advisors in 2024. EP Wealth Advisors is a registered investment adviser that serves individuals, corporate clients, and retirement plans, offering wealth management, discretionary portfolio management, and financial planning services. The firm uses a combination of fundamental, technical, and cyclical analysis to construct customized model portfolios and provides ancillary services such as tax preparation and estate-document preparation for qualifying clients.

Christopher Estrada is a CFP® professional with 10 years of experience in the financial services industry. He is currently with EP Wealth Advisors and has prior experience at Bank of America, Merrill, Liberty Wealth Management, and Foresters Financial Services. EP Wealth Advisors is a registered investment adviser serving individuals, including high-net-worth clients, as well as corporate and business clients and retirement plans. The firm offers customized wealth management, discretionary portfolio management, financial planning, and ancillary services such as tax preparation and estate-document preparation for qualifying clients.

Daniel Weaver is a financial advisor at EP Wealth Advisors with 18 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining EP Wealth Advisors, he worked at Private Client Services LLC, Executive Wealth Management, LLC, and Invest Financial Corporation. He is also president and agent of Barker-Weber Insurance Agency. EP Wealth Advisors serves individuals, corporate and business clients, and retirement plans with wealth management, discretionary portfolio management, and financial planning services. The firm offers customized model portfolios and ongoing monitoring, using a range of investment strategies including fundamental, technical, and cyclical analysis, and provides additional services such as tax preparation and estate-document preparation for qualifying clients.

Joshua Land is a CFP® and Series 66 certificant with 12 years of experience in financial advising. He is currently with EP Wealth Advisors and has previously worked at Creative Planning, LLC, Reilly Financial Advisors, LLC, and Signature Estate & Investment Advisors, LLC. EP Wealth Advisors is a registered investment adviser serving individuals, including high-net-worth clients, corporate and business clients, and retirement plans. The firm provides wealth management, discretionary portfolio management, financial planning, and ancillary services such as tax preparation and estate-document preparation for clients meeting certain asset thresholds.

Elizabeth Cady is a CFP®, CFA®, and Series 63 credentialed advisor with 12 years of industry experience. She has been with EP Wealth Advisors since 2017. EP Wealth Advisors is a registered investment adviser serving individuals, corporate clients, and retirement plans. The firm provides wealth management, discretionary portfolio management, and financial planning services, utilizing customized model portfolios that incorporate fundamental, technical, and cyclical analysis along with alternative investment options when appropriate.

Zachary Pidgeon is a CFP® professional with five years of industry experience, currently serving as a financial advisor at EP Wealth Advisors. His prior experience includes roles at Cetera and CCR Wealth Management. Outside of his advisory work, he is a registered representative with Empire Asset Management Group, LLC. EP Wealth Advisors is a registered investment adviser that serves individuals, corporate clients, and retirement plans, offering wealth management, discretionary portfolio management, and financial planning services. The firm utilizes customized model portfolios with a mix of fundamental, technical, and cyclical analysis, and provides additional services such as tax preparation and estate-document preparation for eligible clients.

Colton Peck is a CFP® professional with two years of industry experience. He is currently with EP Wealth Advisors and previously worked at Zions Bancorporation. Peck has also held multiple roles at Utah Valley University. EP Wealth Advisors is a registered investment adviser serving individuals, corporate clients, and retirement plans. The firm provides wealth management, financial planning, and ancillary services including tax preparation and estate-document assistance, employing customized portfolios and a variety of investment strategies.

Amanda Skrivanich is a CFP® professional with 11 years of industry experience. She is currently with EP Wealth Advisors and has previously worked at Fidelity Personal and Workplace Advisors and other wealth management firms. EP Wealth Advisors is a registered investment adviser serving individuals, corporate clients, and retirement plans. The firm offers wealth management, discretionary portfolio management, financial planning, and ancillary services such as tax preparation and estate-document preparation for qualified clients.

Donna Woodruff is a CFP® with nine years of industry experience, currently serving as an advisor at EP Wealth Advisors since 2026. Prior to this, she worked at Capital Insight Partners for nine years. She is also the President of the Financial Planners Association Arizona, a role she began in 2026. EP Wealth Advisors is a registered investment adviser serving individuals, business clients, and retirement plans. The firm offers customized wealth management, financial planning, and ancillary services, using a combination of fundamental, technical, and cyclical analysis to manage portfolios and provide fiduciary services.

Jonathan Deyoe is a financial advisor with EP Wealth Advisors, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He previously led Deyoe Wealth Management, Inc. for 19 years before joining EP Wealth Advisors in 2021. Outside of his advisory work, Mr. Deyoe is the founder and president of Mindful Money, a financial education business focused on writing, speaking, and workshops. EP Wealth Advisors is a registered investment adviser serving individuals, including high-net-worth clients, corporate and business clients, and retirement plans. The firm offers wealth management, discretionary portfolio management, financial planning, and ancillary services such as tax preparation and estate-document assistance, utilizing customized model portfolios and a combination of fundamental, technical, and cyclical analysis.

Carlos Bautista is a financial advisor at EP Wealth Advisors in Torrance, CA, holding the CFP®, ChFC®, and Series 66 designations with 25 years of industry experience. His prior roles include positions at MassMutual Life Insurance Co, Mass Mutual Investors Services, and MBSC Securities Corporation. Bautista has been with EP Wealth Advisors since 2020. EP Wealth Advisors is a registered investment adviser serving individuals, corporate clients, and retirement plans. The firm provides wealth management, discretionary portfolio management, financial planning, and ancillary services such as tax preparation and estate-document preparation, offering customized model portfolios and ongoing portfolio monitoring using fundamental, technical, and cyclical analysis.

Matthew Brock is a CFP® with 23 years of industry experience. He has worked at EP Wealth Advisors since 2026 and previously spent nine years at Divergent Planning, LLC and seven years at H. Beck, Inc. EP Wealth Advisors is a registered investment adviser serving individuals, corporate clients, and retirement plans. The firm offers wealth management, financial planning, discretionary portfolio management, and ancillary services including tax preparation and estate-document preparation for qualifying clients.