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 29 years. These decades have given him wisdom, a good perspective, and valuable experience through the turmoil of boom and bust markets.
Cara is a native of Oakland County, a board 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, she spent 10 years as a trusted advisor in the banking industry, before joining Mark Epps Financial Advisory Services 11 years ago. For the past 20+ years, Cara has listened to her clients goals and concerns in order to create custom financial plans that best fit their needs. She helps all of her clients take advantage of opportunities while at the same time mitigating potential risks in all types of market cycles. Cara also runs a charitable organization, in memory of her sister, that awards scholarships both at Lakeland High School in White Lake, and Eating Disorder recovery clinics throughout Michigan as a way to give back to her community. Cara has found that really knowing her clients, and what they hope to accomplish with her help, is the very best way to achieve their goals!