EP Wealth Advisors
Steven Beals is currently the Divisional Leader and Partner at EP Wealth Advisors, overseeing the Mountain Central Division. Prior to this role, Steven served as the Chief Administrative Officer and Partner at Beacon Pointe. Steven's extensive experience in the financial industry includes various roles at companies such as Charles Schwab, Transamerica, and SS&C Technologies. Steven's expertise in operations and sales strategy has been honed through years of experience in progressively responsible positions. Steven is a University of Arizona alum.
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EP Wealth Advisors
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EP Wealth Advisors is an investment management, financial planning and wealth advisory firm with over $13 billion in client assets under management.