Epm Financial
The EPM Financial team provides investment management, risk optimization and strategic wealth planning advice. Simply put, we strive to be your trusted advisor. As a financial advisory firm, our primary focus is to provide unbiased opinions that work toward long term investment results for you and your family. We do this with the highest levels of trust, integrity and respect while always collaborating using a team approach. Call today to start the conversation and start saving for the future.
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Verified contacts
12
available on Kipplo
LinkedIn employees
14
1 to 10 range
Open roles
—
no listings
Distinct roles
6
indexed titles
Tech stack
2
tools in use
Monthly traffic
101
organic / mo
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Decision-makers and verified team members
12 contacts with verified email or phone · masked until revealed.
- DG
David Gerkin
Director of Planning & Investment Research · Finance & Accounting
EmailPhone - BG
Brent Goers
Wealth Advisor · Finance & Accounting
EmailPhone - CL
Colby Long
Wealth Advisor · Finance & Accounting
EmailPhone - TJ
Tom Janney
Wealth Advisor · Finance & Accounting
EmailPhone - SL
Shannon Lashlee
Director of Business Development · Sales & Business Development
EmailPhone - AH
Amanda H.
Operations Manager · Operations
EmailPhone - AH
Amanda Heifner
Operations Manager · Operations
EmailPhone - JH
Justin H.
Wealth Advisor · Finance & Accounting
EmailPhone - MM
MacKenzie Moore
Client Relationship Manager · Customer/Client Service
EmailPhone
Showing 9 of 12 verified contacts
Top roles at Epm Financial
6 distinct titles indexed · top 6 shown.
- 4wealth advisor
- 2operations manager
- 1client relationship manager
- 1director of business development
- 1director of planning & investment research
- 1financial advisor
Sign up to unlock all 12 contacts at Epm Financial
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Sign up to reveal 12 verified contacts at Epm Financial
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