Our Team
Peter Ellefson, CEO
Peter Stonikas, Chief Investment Officer
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President & CEO
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Born in North Dakota, moved to Arizona in 1985, started my financial career in 1991 with Merril Lynch in Phoenix, AZ. Established EPL in 1996. Married with 2 children.
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Bachelors Degree, Marketing - Minnesota State University - Moorhead
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Chief Investment Officer
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Registered Investment Advisor
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Lead Tax Preparer
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Enrolled Agent
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Licensed Real Estate Agent - Arizona
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Licensed Insurance Agent
Alex Thomas, Chief Operations Officer
Mikaela Ellefson, Operations Administrator
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Chief Operations Officer
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Licensed Real Estate Agent - Arizona
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Bachelors Degree, Business Administration - Winona State University
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Masters Degree in Business Administration, Management & Organizational Behavior with a concentration in Human Resources - Benedictine University (2020)
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Bachelors Degree in Business Administration, Management & Organizational Behavior - Benedictine University (2018)
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Fluent in English and Spanish
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Proficient in Computer Software including Microsoft Applications
Ana Ellefson, Lead Client Coordinator
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20 Years of experience as Office Manager with EPL
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Lead Client Coordinator
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Bilingual (Spanish & English)
Gwen K Farner, CPA
(New Mexico Office)
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BBS double degree in Business Administration and Accounting from North Carolina Wesleyan College
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CPA with over 25 years’ experience, having practiced in Hawaii, Alaska, New Mexico and the United Kingdom
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Private practice for over 15 years
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Fluent in Mandarin, Cantonese, and Fujian Chinese as well as Vietnamese
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Member of American Institute of Certified Public Accountants and New Mexico Society of CPAs
Jerry Nordland, EA
Richard Cobban, Lead Tax Preparer
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Lead Tax Preparer
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Enrolled Agent with over 10 years of experience in tax planning & preparation, financial consulting, real estate, retirement planning and annuity sales.
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He specialized in multi-state returns for traveling contractors and fix annuity sales.
Cherie Salmon, Officer Manager (New Mexico Office)
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Cherie Salmon has worked closely with CPA for 5+ years. She speicalized in payroll, bookkeeping, helps client prepare reports and communicate with workers' compensation insurance companies, Dept. of Labor and local government. She can spek, read and write fluently in Mandarin
David Vidad, EA
(Lake Havasu Office)
Don Godbehere, EA
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