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
CEO
Richland Office
Tyson Reil
CMO, President of Insurance | Insurance Advisor
Commercial Lines
Richland Office
Tyson started his own insurance business in March of 2019. His commitment to employing the latest technologies enables him to adapt to his clients' changing needs. He uses the communication skills that he learned growing up in a family of 15 to serve his clients' unique needs and help understand their goals. He has such a passion for language that he has learned a total of four languages, including Bulgarian. He is interested in cultural studies of the near east and likes trying their traditional dishes. Using his green thumb, Tyson grows peppers, tomatoes and cucumbers which he loves to use on his Bulgarian street tacos. When he is away from work, he enjoys visiting the Oregon coast with his wife and three kiddos. He'll catch any superhero movie that's playing, even if it's in Spanish (another one of the languages he knows)!
Craig Nelson
Financial Advisor
Utah Office
Craig has more than 30 years' experience as a financial advisor. His specialties include investment tax planning, estate tax planning, family office administration for high-net-worth individuals and retirement income planning. Craig is a valued advisor and consultant because he listens. His first goal is to help you succeed, to ensure that you reach all your goals and hopes and dreams. He accomplishes that by actively listening and then meticulously meeting with all of your trusted team (CPA, Accountant, Estate/Tax Attorney, etc.), carefully explaining and illustrating all elements of your plan, and then working through the plan until everything is done. Craig lives in Washington Utah with his wife Aliesa. They have 6 children and 4 grandchildren. They love to go to the lake and the beach together. Craig enjoys reading, swimming, running, playing basketball and watching football in his free time.
Lori A Selby
VP Investment Services, Wealth Management Advisor | Investment Advisor Representative
Richland Office
Andrea Vickers
Staff Accountant
Richland Office
Carmen Gonzalez
VP of Operations and Marketing
Wealth Management Team
Richland Office
Working all through school, Carmen finished both her Bachelor and Master's Degrees, both in Business Administration with a focus on management. She continued to use her ability to work independently to develop and implement procedures that further her team's client servicing goals. Her love of history and sociology has helped her see the big picture when it comes to investments. She shares her skills to provide excellent client support. As an active part of the community, she dedicates her time to volunteer causes. When Carmen isn't spending her time finding ways to better address her clients' needs or helping the community, you can find her outside, enjoying nature with her puppy dog.
Charlie Burt
Administrator
Tax Team
Richland Office
Charlie has experience working behind the scenes for the accounting team for three decades, starting out working with her husband, Ron, and contributing to the success of his practice. Working on E-Filing and Accounts Receivable, she enjoys using her detective skills to solve issues for clients. As the last eye on tax returns, her scrupulous nature contributes to her success in providing reliable, quality services to our clients. When she isn't dedicating her keen eyes to client services, Charlie enjoys expressing her creativity while decorating cakes, especially for her grandkids' birthdays. She takes every chance at traveling, including trips to Europe and driving all around the Northwest to visit her family. Spending time with them is important to her. She even works with some of them!
Doraelia A Vasquez Garcia
Financial Client Services Associate
Richland Office
Doraelia, or Dora as she is fondly known, is as friendly as they come. A fast learner, she has been a welcome addition to the financial team. She cares about delivering quality service and building strong, long lasting client relationships. Before joining the team, she practiced Risk Management for almost a decade. Her keen eye for professionalism and dedication to continuing her growth ensures she can deliver an exceptional experience for each person she interacts with, client and coworkers alike. Dora grew up in Washington, but that doesn't stop her from adventuring. When she isn't in the office, she expands her world view by traveling the world, visiting places like Mexico, Iceland, Czech Republic, and England. She loves to explore, even if it is through the pages of a book. In between biographies and historical novels, she finds time to raise her baking skills, focusing on perfecting her cake recipe.
Felipa Trejo
Insurance Advisor
Personal Lines
Richland Office
Felipa is as dedicated as they come. Even freshly to the team, she connected with clients and became a go-to insurance advisor both to her clients and to her team. She takes special care of the Spanish-speaking members of our community, offering them reliable and friendly Risk Management support. On the weekends you may pass her rocking out to heavy metal on a Harley. She may not look it, but she is one tough lady. After work Felipa enjoys chatting with her grown children and visiting with her neighbors.
Gretchen Hymas
Insurance Account Manager
Richland Office
Jericah Morris
Payroll Specialist
Richland Office
Eliza Cole
Administrator
Tax Team
Richland Office
Marc D Livernois
Wealth Management Advisor | Investment Advisor Representative
Richland Office
Erica Davis
Staff Accountant
Richland Office
Mette Warnick, CPA
Accounting and Tax Manager
Senior Accountant
Richland Office
Patrick J Fair, MBA
Operations Manager
Richland Office
Patrick Fair is an accomplished professional with a strong background in business management and leadership. With a proven track record of success, Patrick has consistently demonstrated his ability to drive growth and deliver results.
Throughout his career, Patrick has held key executive positions in various industries, including technology, finance, and consulting. His strategic vision and expertise in developing and executing business strategies have played a crucial role in driving revenue and profitability for organizations.
Patrick is known for his exceptional leadership skills, fostering a collaborative and high-performance work culture. He has a passion for building and leading talented teams, empowering them to achieve their full potential and exceed expectations.
As a forward-thinking and innovative leader, Patrick stays at the forefront of industry trends and emerging technologies. He leverages this knowledge to identify opportunities for business expansion, forge strategic partnerships, and drive innovation within organizations.
Patrick is also committed to corporate social responsibility and sustainable business practices. He believes in making a positive impact on the community and the environment, integrating ethical and responsible practices into business operations.
With his extensive experience and expertise, Patrick Fair is a trusted leader who consistently delivers exceptional results and drives organizational success.
Patrick Fair is an accomplished professional with a strong background in business management and leadership. With a proven track record of success, Patrick has consistently demonstrated his ability to drive growth and deliver results.
Ron Burt
Tax Principal
Senior Accountant
Richland Office
Taiya Anderson
Staff Accountant
Richland Office
Valerie Griffith
Group Benefits
Insurance Account Manager
Richland Office
Wendy Schell
Insurance Advisor
Personal Lines
Richland Office
Greg
Certified Public Accountat
Spokane Office
Greg is a 1987 Honor Graduate of Idaho State University and passed the CPA exam on the first try, receiving the third highest score in the state of Idaho. Greg has been in the Industry for over 30 years. He worked for two and a half years with Coopers and Lybrand (now Pricewaterhousecoopers), the largest CPA firm in the world, doing corporate audits and consulting business owners.
Greg then moved into industry, working seven years at Ponderay Newsprint Co as Finance Administrator preparing reports for management, budgeting, and helping managers make good financial decisions.
He founded the firm Stewart & Associates PS in 1992. In 2013, Hanna and Greg merged their respective firms together to form Stewart-Longhurst PS which has now been acquired by Epic Trust Financial Group.
In his spare time, he loves to be in the outdoors and has been a volunteer leader for the Boy Scouts of America for over 30 years, including ten years as a Scoutmaster. He himself is an Eagle Scout. He also loves to travel and spend time with his nine children and twelve grandchildren.
Julia Robinson
Office Administrator
Spokane Office
Julia, a new addition to our team, is a fast learner who believes that, with cooperation, a solution can be found to any problem.
She finds that interacting with clients is often the most fulfilling part of her day. She strives to create a friendly, welcoming environment for clients and coworkers alike and will often share stories of her hometown in western Montana, or of one of her four fluffy pets.
Since Julia arrived in Spokane a little over five years ago, she has dedicated her time to uplifting and supporting her newfound community. Supporting local food bank and animal shelter efforts through donations, and even shepherding a free community pantry in her neighborhood.
When Julia is outside the office, she enjoys painting, yoga, and games with her family- even if her cats do like to steal all the board game pieces.
Vicky Ulrich
Sr. Client Service Specialist/Paraplanner
Peoria, AZ Office
Born and raised in the South Suburbs of Chicago, Vicky brings over 25 years of diversified experience in Business Management, Leadership Roles, Human Resources, and Bookkeeping just to name a few! Vicky’s career path included President of a Family Moving and Transportation Company, Co-Owner of a Pet Franchise Business, and a Mortgage Consultant specifically collaborating with homeowners who were facing foreclosures.
Each day, she starts her morning routine with a cheerful outlook and a smile in her voice! She is dedicated to providing excellent customer service, and making sure her clients are always satisfied. Vicky enjoys meeting with her clients as they are like family to her. She always puts her client’s needs first, going above and beyond in all aspects of her job. Vicky is a natural problem solver and is known to get to the bottom of things efficiently and effectively!
Vicky’s life motto is that you must treat every person you meet with kindness, compassion, and respect.
Vicky is also a Certified Notary for the State of Arizona.
Vicky is an avid reader, loves walking and bike riding. She also enjoys volunteering with her two daughters, Ashley and Nicole at the local animal shelter and participates in fundraising activities.
Nathan Burt
CFO, President of Tax Planning and Strategy | Investment Advisor Representative
Richland Office
Mark Haynes, CPA
Tax Manager | Supreme Overlord of Candy Bowl Eating
Richland Office
Schedule an appointment with the Epic Trust Financial team!
start taking control of your financial future today!