As the CEO and Owner of EPL Financial Services, I lead a dynamic team at a fully integrated financial services firm. With expertise spanning over 30 years, I bring a wealth of knowledge to our diverse range of offerings.
At EPLFS, we seamlessly combine a Tax Firm, Fiduciary Registered Investment Advisory, Real Estate Brokerage, Insurance Brokerage, and top-tier Business Consulting services. Our approach ensures that clients receive comprehensive solutions tailored to their unique financial needs, all while only needing one firm, our firm, to assist.
We service our local Arizona and New Mexico communities, and nationwide with our competent and easy to utilize cloud and online based services.