About Epic Trust Financial Group
Fiduciary advice in YOUR best interest.
We care about people, not just numbers.
Our team is experienced in multiple disciplines working together. Your custom financial plan can encompass taxes and tax planning, risk management/insurance strategy, your business (if you have one), your retirement plan, investments, and estate/wealth transfer solutions. We provide advice that is in your best interest, and as an independent firm, we have relationships with many financial institutions, enabling unbiased advice.
Epic Trust Financial Group is the culmination of locally owned professional service businesses dating back to the 1970s. In 2020, several leading financial service firms merged to create Epic Trust Financial Group in order to provide a comprehensive scope of services to individuals, families, professionals, and business owners up and down the West Coast. The Epic Trust team now has more than 150 years of combined experience.
Jeffery P. Lewis
CFO, President of Tax Planning and Strategy | Investment Advisor Representative
CMO, President of Insurance | Insurance Advisor
Lori A Selby
VP Investment Services, Wealth Management Advisor | Investment Advisor Representative
Marc D Livernois
Wealth Management Advisor | Investment Advisor Representative
Senior Tax Accountant
Supreme Overlord of Candy Bowl Eating
Studiously working towards his CPA license, Mark earned first his Bachelors Degree in Accounting then went on to earn his Master’s in Tax and Accounting. Just following his graduation in 2017, he was hired by a nationally known accounting firm to work as a tax staff. He continued to work just as diligently as he had in school and obtained his CPA license in 2019. He jumped at the opportunity to spend 3 weeks in Ghana where he held seminars for small businesses. He was so good at crunching the numbers he ended up being able to build his family’s home, his wife acting as the general contractor while he learned how to use a nail gun. Mark’s knack for measurements comes in handy when in the kitchen where he loves to spend his free time. He enjoys testing out new baking recipes on his family; wife and his little kids certainly won’t complain. His title might not include it, but he really is the king of the office candy bowl.
Insurance Account Manager
Accounting and Tax Manager
Having worked part-time in accounting for nearly all of her adult life, dabbling in many industries’ bookkeeping, she decided to make it official by graduating from Heritage University with her Bachelor of Science in Accounting in 2019. She followed it up by acing her exams and earning her CPA license in early 2022. Mette is enjoying this new chapter of her life. Before starting her career as a Tax and Accounting Manager, she dedicated most of her days to her large family, even working in her parents’ business. She loves nerding out on tax but loves raising her kiddos even more. When she doesn’t have her hands full with her kiddos and her brain full of accounting, she enjoys any good action flick–as long as it has at least one scene where something blows up!
Employer Services Manager
With her passion for people, Donna has dedicated the most recent part of her career to connecting her community with valuable risk management services. She has provided companies with group benefits for almost two decades. Before that, she held numerous titles, working in the lumber industry, accounting, construction, and even in mortgage as a loan officer. Her experience in different fields has helped her understand her clients and gives her another way to find the pulse of their needs. When she isn’t focusing on her clients, she tends to her chickens and works in her garden. Her homegrown flower bouquets bring a welcome spot of color to the office and always brighten her teams day. If Donna isn’t tending to her land or caring for her clients, she can be found visiting her daughter in Scotland and adventuring through the countryside.
VP of Operations and Marketing
Wealth Management Team
Group Benefits Insurance
Doraelia A Vasquez Garcia
Financial Client Services Associate
Employer Services Manager
Marco A Garcia
Wealth Management Coordinator
Beginning as a Receptionist and working her way up, Jericah earned a Fundamentals of Payroll certificate. She uses her skills to support clients’ payroll needs and educate them on the most up to date filing requirements and best practices. When she isn’t helping clients, she enjoys spending time with her little one. She takes her love of the season to the next level, practicing her interior decorating skills by upcycling thrifted furniture. Her love of tacos doesn’t stop her interest in nutrition, livening up popular dishes with healthy swaps.