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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.

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We provide full range of accounting support for business owners and individuals throughout Mesa, AZ, Albuquerque, NM & Las Cruces, NM

Team
Our Team
Peter, President of EPL Financial Services
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Peter Ellefson, CEO

Peter@EPLfs.com

Ana, Director of EPL Financial Services
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Ana Ellefson, OFFICE MANAGER

Ana@EPLfs.com

  • President & CEO

  • Began financial work with Merril Lynch - Phoenix, AZ (1991)

  • Established EPL in 1996

  • Bachelors Degree, Marketing - Minnesota State University - Moorhead

  • Registered investment Advisor (Fiduciary)

  • Registered Investment Advisory Firm

  • Real Estate Broker

  • Insurance Broker

  • 20+ Years of experience as Office Manager with EPL

  • Oversees day to day operations at our Mesa location

  • Bilingual (English & Spanish)

Alex, COO of EPL Financial Services
Alex Thomas, Chief Operations Officer

Alex@EPLfs.com

  • Chief Operations Officer

  • Licensed Real Estate Agent - Arizona

  • Bachelors Degree, Business Administration - Winona State University

Ricky, Lead Tax Preparer of EPL Financial Services
Richard Cobban, Lead Tax Preparer

Ricky@EPLfs.com

  • Lead Tax Preparer

  • Enrolled Agent with over 10 years of experience in tax planning & preparation, financial consulting, real estate, retirement planning and annuity sales.

  • specializes in multi-state returns for traveling contractors and fix annuity sales.

Mikaela of EPL Financial Services
Mikaela Ellefson, Operations Manager 
mikaela@EPLfs.com
Nicolas of EPL Financial Services
Nicolas Ellefson, Operations manager

Nick@EPLfs.com

  • Masters Degree in Business Administration, Management & Organizational Behavior with a concentration in Human Resources - Benedictine University (2020)

  • Bachelors Degree in Business Administration, Management & Organizational Behavior - Benedictine University (2018)

  • Proficient in Computer Software including Microsoft Applications

  • Bilingual (English & Spanish)

  • Bachelors Degree in Graphic Design - Benedictine University (2020)

  • Licensed in Health, Property & Casualty Insurance

  • Proficient in Computer Software including Microsoft Applications and Adobe Creative Cloud programs such as Photoshop and Illustrator

  • Manager of all EPL websites

  • Manager of all EPL social media channels

  • Proficient in Bookkeeping services

  • Bilingual (English & Spanish)

Devan, Lead Insurance Agent at EPL Financial Services
DEVAN WALLACE, LEAD INSURANCE AGENT | SALES MANAGER

DEVAN@EPLfs.com

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JASON BENSMAN, PROPERTY & CASUALTY INSURANCE AGENT

JASONB@EPLfs.com

  • Bachelor's Degree in Business Administration

  • Veteran in the U.S. Seabees

  • Licensed and specializes in all forms of insurance: Home, Auto, Business, Umbrella, Life, Annuities, and Health Insurance.

  • Sales & Marketing experience spanning over 2 decades

  • Father of three, avid reader, sports player, and proud owner of a rescue hound! 

Tino, member of EPL
TINO DEFENDIS, TAX PREPARER 

TINO@EPLfs.com

Marie of EPL Financial Services
MARIE DUCA, MARKETING MANAGER

MARIE@EPLfs.com

  • Licensed tax preparer

  • Licensed mortgage broker

  • Graduate of Bachelor of Science in Information Systems.

  • Proficient in Bookkeeping

  • Assists in multiple facets at EPL

*EPL employs some independent contractors as our tax preparers and general staff*

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