Who We Are
Whether it's starting a business, saving for a college education, looking forward to a secure retirement, or creating a family legacy - making those dreams come true takes financial resources. Regardless of your current financial status or your time frame, it is never too soon - or too late - to start laying the groundwork for your future.
Mark can help you read the signs, avoid the hazards, and take full advantage of all the possibilities. Mark holds an undergraduate degree in business and earned his MBA in accounting. Starting as an affiliated investment advisor, and then working as an independent financial planner, he's been a trusted advisor to clients throughout southeast Michigan for more than 15 years. That decade has given him wisdom, a good perspective, and valuable experience through the turmoil of a boom and bust market.
Cara is a native of Oakland County, a member of the Lakes Area Chamber of Commerce, and is active in her community. After graduating with a BA in Business from Michigan State University, Cara spent 10 years as a trusted advisor in the banking industry, before joining Mark Epps Financial Advisory Services five years ago. Listening to her clients and building relationships with them is very important to her. Uniquely sensitive to clients who have experienced loss, she can help you find some relief through careful investment tactics. Cara runs a charitable organization, in memory of her sister, that awards a scholarship at Lakeland High School, in White Lake, Michigan. Over time Cara has found that knowing her clients, and what they hope to accomplish with her help, is the very best way to achieve their goals!