EPM Financial Information
Contact top employees from
EPM Financial
Summary
EPM Financial is a private company. The company currently specializes in the Financial Services area. Its headquarters is located at Mount Juliet, Tennessee, USA. The EPM Financial annual revenue is estimated at < 1M. To connect with EPM Financial employee register on SignalHire.
Organization Website | epmfinancial.com |
Phone Number | 615-810-8185 |
Industries | |
Headquarters Location | 2031 N Mount Juliet Rd, Tennessee, 37122 US |
Employees Size | 1-10 employees |
Specialties | Financial Planning, Wealth Management, Retirement Planning, Life Insurance, Long-Term Care Planning, 401(k) Planning, Annuities, Stocks, Bonds |
DMA Code | Nashville Metropolitan Area |
Founded | 2013 |
Operating Status | Independent Company |
Employees Turnover 4 quarter 2025
Number of employees switched from or switched to
Total number all of employee turnover
Length of Employment
Employee tenure at EPM Financial shows a diverse range of experience levels:
14% have been with the company for less than 1 year29% for 1–2 years29% for 3–4 years29% for 8–10 yearsEx-employees positions
In Company
In New Company
Contact top employees from
EPM Financial
Justin Harding
Wealth Advisor
Brent Goers
Wealth Advisor
Mackenzie Moore
Client Relationship Manager
Tom Janney
Wealth Advisor
David Gerkin
Director of Planning & Investment Research
John Harris
Wealth Advisor
Colby Long
Wealth Advisor
Shane Cohoon
Financial Advisor
Katie Murphy
Financial Advisor
Jeremy Newgard
Chief Operating Officer
Carter Wray
Financial Advisor
Shannon Lashlee
Director of Business Development
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FAQ
EPM Financial operates in the Finance industries. More details can be found on the official website: epmfinancial.com.
The headquarters of EPM Financial are located in Mount Juliet, United States.
You can contact EPM Financial by phone at 615-810-8185.
EPM Financial currently employs 1-10 people.
EPM Financial's revenue is approximately < 1M.
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