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
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)!
VP of Operations and Marketing
Wealth Management Team
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 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
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 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.
Insurance Account Manager
Lori A Selby
VP Investment Services, Wealth Management Advisor | Investment Advisor Representative
Having nearly two decades of experience, Lynesa is well versed in providing a superior client experience. She has succeeded in her professional life as she managed business staff and led her team with consistency. She started at Walla Walla High School where she met her now husband, then earned her license in Property, Casualty, and Disability Insurance. She stayed local joining our team to use her insurance knowledge to deliver the quality service the community deserves. Lynesa spends her free time exploring the great outdoors with her family and sharing her love of hiking with them. When she is home from tromping through the woods, she enjoys cooking and baking using the fruits of her backyard garden. Tomatoes anyone?