Our Team
The team behind your plan.
Elite Physician Wealth Planning™ is a coordinated team, not a single point of failure. Every client relationship is backed by the same disciplined process.
Michael A. Epps
Founder & Chief Wealth Strategist, ChFC®, RICP®
Leads the firm's overall planning philosophy and founded Elite Physician Wealth Planning™ to bring coordinated strategy to physician households.
Read Michael's full bio
Lisa Alexander
Financial Strategist
Michael Epps Jr.
Financial Strategist
Joshua Epps
Intern
Gabriela Gomez-Sanchez
Customer Care Specialist
How our team works together
One point of contact. A coordinated team behind it.
Each client works with a primary strategist who knows their situation in depth, while drawing on the wider team's specialties as planning questions arise. The result is continuity of relationship with the depth of a coordinated practice — consistent with our focus on coordination, not products.
Ready to build your Elite Physician Wealth Blueprint™?
Schedule a confidential introductory call to discuss your goals, current planning concerns, and whether Elite Physician Wealth Planning™ may be a fit for your needs.
Schedule Your Elite Physician Strategy Call