Meet our Team

The People Behind Your Financial Journey

Financial planning is personal. It requires a team that listens carefully, communicates clearly and understands how each decision connects with your broader goals.

At EFC Wealth Management, our advisory, operations, digital marketing and client-service professionals work together to help individuals and families navigate retirement and wealth decisions with greater understanding.

Book Your Free 15-Minute Retirement Strategy Session

Professional experience and credentials do not guarantee investment performance or financial results.

One Team. One Client-Focused Purpose.

Every EFC team member contributes to the client experience, from developing financial strategies and coordinating accounts to delivering educational resources and providing ongoing support.
Our work is guided by four principles:

1

Listen before recommending

2

Explain financial concepts clearly

3

Treat every client with care and respect

4

Follow through with consistency

1

Listen First

We seek to thoroughly understand your unique background and retirement concerns before recommending options.

2

Explain Clearly

No complex jargon. We teach and translate technical financial concepts into practical terms you can use.

3

Care & Respect

Every family is treated with personal attention, high integrity, and strict fiduciary standards.

4

Follow Through

Consistency in reviews and execution ensures your strategy adapts as market rules and your goals change.

Leadership and Advisory Team

Cory J. Chapman

Founder and Senior Wealth Advisor

Cory founded EFC Wealth Management around the belief that financial planning should be easier to understand and connected to what matters most in a client’s life.

Meet Cory Chapman
Cory Chapman
Cory J. Chapman

Founder and Senior Wealth Advisor

Cory founded EFC Wealth Management around the belief that financial planning should be easier to understand and connected to what matters most in a client’s life.

With decades of financial-services experience, Cory helps guide EFC’s retirement-planning philosophy, educational initiatives and client strategies. He is the author of The Retirement Game and creator of the Code to Retirement™ framework.

Cory is an Investment Adviser Representative offering advisory services through EFC Wealth Management Firm, LLC.

Barack Little

Wealth Advisor

Barack works closely with early retirees and wealth creators. He has deep expertise in portfolio risk profiling and complex tax coordination strategies.

Barack-little
Barack Little

Wealth Advisor

Barack helps individuals and families understand their financial choices and evaluate strategies based on their circumstances and long-term objectives.

His background in education and psychology supports a teaching-focused approach that emphasizes clear communication and informed decision-making.

Outside the office, Barack enjoys fitness, reading, writing and spending time with his family.

Dante Sanchez

Associate Wealth Advisor

Dante supports EFC advisory models by constructing detailed cashflow analyses, drafting advanced pension analyses, and handling investment research.

Dante-sanchez
Dante Sanchez

Associate Wealth Advisor

Dante supports the development and implementation of financial strategies for EFC clients.

With an academic background in business administration and finance, he brings a thoughtful, detail-oriented perspective to retirement and investment-planning conversations.

Outside of work, Dante enjoys fitness, basketball, coaching, volunteering and spending time with his family.

Operations, Marketing & Client Experience

Delilah Chapman

Director of Client Service

Delilah helps oversee client service and operational coordination across EFC’s family of businesses.

Her background in education, training and personal development brings a people-focused perspective to team leadership. She works to ensure clients feel acknowledged, informed and supported throughout their experience with EFC.

Delilah-chapman

Delilah Chapman

Director of Client Service

Sydnie Mills

Director of Operations and Marketing

Sydnie supports EFC’s operations, marketing communications, client engagement and educational events.

Her background in strategic marketing, account management and editorial leadership helps EFC communicate financial topics clearly while maintaining an organized and responsive client experience.

Outside the office, Sydnie enjoys golfing, baking and spending time with her family.

Sydnie-mills

Sydnie Mills

Director of Operations & Marketing

Peeyush Gupta

Director of Digital Marketing

Peeyush leads EFC’s digital marketing strategy and helps connect the firm’s financial-education mission with the audiences it serves.

His responsibilities include overseeing EFC’s digital presence, website strategy, online campaigns, marketing automation, lead journeys and performance analytics. He works with the leadership, advisory and operations teams to ensure EFC’s digital communications remain clear, consistent and aligned with the firm’s client-focused values.

Peeyush also supports the development and promotion of EFC’s webinars, educational events, Retirement Toolkits and retirement-readiness resources.

Marketing personnel do not provide investment advice unless separately registered and authorized to do so.

Peeyush-gupta

Peeyush Gupta

Director of Digital Marketing

Jessica Hilton

Client Service Specialist

Jessica helps create a welcoming and responsive experience for EFC clients.

With a background in hospitality and psychology, she approaches client communication with empathy, patience and attention to detail. She assists with service requests and helps clients remain informed throughout important account processes.

Outside of work, Jessica enjoys cooking, crocheting and spending time with her family.

Jessica-hilton

Jessica Hilton

Client Service Specialist

Diana Barrios

Client Services Associate

Diana supports account transitions, retirement-account processes and ongoing portfolio administration.

Her financial-services experience and detail-oriented approach help clients navigate operational matters with clear communication and careful follow-through.

Outside the office, Diana enjoys classical music, golf and working with children.

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Diana Barrios

Client Services Associate

Independent Professional Network

Every EFC team member contributes to the client experience. We are bound together by four core operational principles:

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Marc C. Phelps

Tax and Accounting Professional • Tax and Accounting Professional

Marc provides tax, accounting and business-related services through a separate professional practice. When appropriate, EFC may coordinate with Marc to help clients address tax considerations connected with their broader financial strategies.

Marc and other independent professional partners are not employees of EFC Wealth Management unless expressly disclosed otherwise. Clients are not required to use any professional introduced by EFC and should independently determine whether a provider is appropriate for their needs.

Marc’s current professional credentials and business affiliation should be confirmed before publication.

Coordinated Guidance When Additional Expertise Is Needed

When appropriate, EFC may also coordinate with independent professionals in areas such as:

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Tax preparation and tax advice

Estate-planning law

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Accounting

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Real estate

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Mortgage services

Business consulting

One Team Supporting Your Next Chapter

Whether you are building wealth, preparing for retirement or reviewing an existing strategy, the EFC team is ready to help you organize the questions and decisions ahead.

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