Jeffery P. Lewis

Experience

1. Founder

   Epic Private Wealth

   Jun 2014 — Present · Richland, WA, US

   Driving Success and Giving BackAt Epic Private Wealth, our mission is built on three guiding pillars: 1. Empower Families and BusinessesWe specialize in helping successful families and service-based business owners maximize their tax savings and accelerate their journey toward financial independence. Our goal is to free you to focus on what truly matters—spending time on the people, passions, and priorities that bring joy and meaning to your life. Develop Exceptional TalentWe are dedicated to recruiting and training top-tier Tax & Wealth Advisors who deliver personalized, comprehensive tax, financial planning, and investment strategies. Excellence in service and expertise defines our commitment to our clients’ success. Serve Our CommunityGiving back is at the heart of who we are. We invest our time and resources into causes that create a lasting, positive impact, ensuring our work benefits not only our clients but also the communities we serve.I believe that money is a tool—a resource to achieve greatness and make meaningful contributions. It holds the power to create good or harm, depending on how it’s used. At Epic Private Wealth, we choose to use it as a force for good, aligning our expertise and resources to improve lives and serve others.If you share these values and are looking for a trusted partner in building your financial future, let’s connect. Together, we can make your financial success a powerful force for good.

Education

• Brigham Young University

  BS

  2006 — 2008