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

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 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 builders. He has deep expertise in portfolio risk profiling and complex tax coordination strategies.

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 cash flow analyses, drafting advanced pension analyses, and handling investment research.

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

Nidhi Tiwari

Digital Marketing & CRM Automation Specialist

She specializes in digital marketing strategy, lead generation, CRM optimization, and marketing automation at EFC Wealth Management. Her expertise in streamlining workflows, enhancing client engagement, and implementing data-driven solutions supports operational efficiency and sustainable business growth.

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

Nidhi Tiwari

Nidhi Tiwari

Digital Marketing & CRM Automation Specialist

Jovita Sain

Client Experience Associate

Jovita Sain serves as a Client Experience Associate at EFC Wealth Management Firm, where she is dedicated to ensuring that every client receives an exceptional, personalized experience. With a passion for helping others and a commitment to excellence, Jovita takes pride in being a dependable resource for clients as they navigate their financial journeys and work toward achieving their life goals.

A graduate of the University of California, Los Angeles (UCLA), Jovita earned her degree in African American Studies with a concentration in Psychology. Her educational background, combined with her natural ability to connect with people, allows her to bring empathy, understanding, and a thoughtful approach to every client interaction.

Jovita believes that an outstanding client experience goes beyond providing excellent service. It’s about building meaningful relationships, creating a sense of stability, and ensuring clients feel valued, supported, and confident throughout their relationship with the firm.

Known for her adaptability, organizational skills, and collaborative spirit, Jovita brings structure, consistency, and a team-first mindset to EFC Wealth Management. She is committed to upholding the firm’s standard of delivering an elite client experience while helping make each client’s financial journey as seamless and rewarding as possible.

Outside the office, Jovita enjoys reading, writing, needlework, playing tennis, and taking relaxing walks along the beach. These interests reflect her appreciation for creativity, personal growth, and maintaining a balanced lifestyle.

Jovita Sain, Client Experience Associate

Jovita Sain

Client Experience Associate

Independent Professional Network

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

Marc-c-phelps

Marc C. Phelps

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.

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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