ABOUT
EPL Financial Services is licensed, experienced, and qualified independent firm providing out clients the best in all facets of financial services.
From Taxes, Real Estate, Investments, Accounting, or Insurance, our team can help and advise you in all financial aspects.
We provide full range of accounting support for business owners and individuals throughout Mesa, AZ, Albuquerque, NM & Las Cruces, NM
Our Team
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Peter Ellefson, CEO
Ana Ellefson, OFFICE MANAGER
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President & CEO
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Began financial work with Merril Lynch - Phoenix, AZ (1991)
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Established EPL in 1996
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Bachelors Degree, Marketing - Minnesota State University - Moorhead
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Registered investment Advisor (Fiduciary)
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Registered Investment Advisory Firm
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Real Estate Broker
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Insurance Broker
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20+ Years of experience as Office Manager with EPL
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Oversees day to day operations at our Mesa location
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Bilingual (English & Spanish)
Alex Thomas, Chief Operations Officer
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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
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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specializes in multi-state returns for traveling contractors and fix annuity sales.
Mikaela Ellefson, Operations Manager
mikaela@EPLfs.com
Nicolas Ellefson, Operations manager
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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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Proficient in Computer Software including Microsoft Applications
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Bilingual (English & Spanish)
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Bachelors Degree in Graphic Design - Benedictine University (2020)
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Licensed in Health Insurance
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Proficient in Computer Software including Microsoft Applications and Adobe Creative Cloud programs such as Photoshop and Illustrator
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Manager of all EPL websites
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Manager of all EPL social media channels
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Proficient in Bookkeeping services
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Bilingual (English & Spanish)
Cherie Salmon, Officer Manager (Albuquerque Office)
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TINO DEFENDIS, TAX PREPARER
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Has worked closely with CPAs for 5+ years.
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Specializes in Payroll, Bookkeeping, PREPARING reports for clients, and communicating with workers' compensation insurance companies,
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Dept. of Labor and local government.
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Bilingual (English & Mandarin Chinese)
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Licensed tax preparer
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Licensed mortgage broker
carolina santiago, tax preparer
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Tax Preparation experience for 6 years
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Bilingual (English & Spanish)
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AFSP Record of Completion
alejandra terrazas, tax preparer
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Tax preparer since 2016
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Bilingual (Spanish & English)
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AFSP Record of Completion
MARIE DUCA, MARKETING MANAGER
DEVAN WALLACE, LEAD INSURANCE AGENT | SALES MANAGER
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Graduate of Bachelor of Science in Information Systems.
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Proficient in Bookkeeping
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Assists in multiple facets at EPL
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Bachelor's Degree in Business Administration
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Veteran in the U.S. Seabees
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Licensed and specializes in all forms of insurance: Home, Auto, Business, Umbrella, Life, Annuities, and Health Insurance.
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Sales & Marketing experience spanning over 2 decades
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Father of three, avid reader, sports player, and proud owner of a rescue hound!
JASON BENSMAN, PROPERTY & CASUALTY INSURANCE AGENT
JASONB@EPLfs.com