Meet the EFC Team

Our simple question we asked our team is “How Many Lives have you helped today”. The team behind EFC Wealth Management is inspired to make a difference in our clients lives.

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Founder

Founder
Cory Chapman maintain the day-to-day decision to help the EFC family of businesses continued success. Our family style boutique firm has helped hundreds of clients looking for that personal touch when it comes to the development of a sound retirement plan.

Financial Architects

A licensed Fiduciary Advisors establish client meetings with the New Business and Client Services teams in order to conduct portfolio construction, analysis and strategy.

The EFC Elite Team

At EFC Wealth Management, our clients are at the heart of everything we do, and our team is the foundation of the trust and success we deliver. Each member of the EFC Elite Team brings unique expertise and dedication, working seamlessly together to provide exceptional service and help ensure your financial journey is a success.

Director of Operations
The engine behind our daily operations, this leader ensures our firm operates with precision and care. From overseeing human resources and securing optimal coverages to executing memorable events, they are the trusted steward of our firm’s efficiency and reliability.

Executive Coordinator to the Founder
A trusted partner to our founder, this role ensures seamless coordination of calendars, projects, and initiatives. By supporting our founder’s focus on managing the firm and serving clients, they help amplify our commitment to client success.

Wealth Advisors
Our Wealth Advisors are the visionaries who craft tailored financial plans to meet your unique needs and aspirations. They bring deep expertise, guiding you toward achieving your financial goals with precision and care.

Wealth Managers
Supporting the strategic efforts of our Wealth Advisors, Wealth Managers focus on fostering strong client relationships and implementing personalized financial strategies. They are the bridge that turns ideas into action and ensures your plans are executed with excellence.

Client Liaison and Client Service Specialists
As the welcoming faces of EFC, these professionals are dedicated to creating an elite client experience. From addressing day-to-day service requests to ensuring every interaction leaves you feeling supported, they are committed to making your journey with us exceptional.

Together, the EFC Elite Team embodies trust, collaboration, and a shared dedication to your financial success. When you partner with us, you gain not just a service provider but a team committed to empowering your financial future.

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Estate, Tax and Real Estate Team

We are proud to collaborate with esteemed strategic partners who, although independent and operating their own enterprises, are not directly associated with EFC Wealth Management or EFC Wealth Group. Each has undergone thorough due diligence by our management to ensure alignment with our high standards. Their specialized knowledge greatly enhances our comprehensive planning strategy, and we consider their involvement a significant asset. At EFC Wealth Management, we understand that navigating the complexities of estate planning, tax optimization, and real estate transactions can be daunting. That’s why we’ve carefully curated a team of exceptional experts in these fields to help you achieve your financial and property goals with confidence. Our Estate, Tax, and Real Estate Team comprises dedicated professionals who not only excel in their respective domains but also operate their own businesses, earning them our utmost trust and endorsement. Rest assured, they’ve been thoroughly vetted, ensuring you receive top-tier guidance and support.

CONTACT US!

Give us a call today at
1 (888) 898 0837
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