James Nevers

James Nevers, CFP®, is a seasoned financial professional currently serving as a Partner at EP Wealth Advisors since December 2021. Prior experience includes a role as Senior Advisor at Soundmark Wealth Management, LLC from June 2012 to December 2021, and an officer in the Army National Guard from August 2008 to May 2017. James began their career as a Client Services Intern at Morgan Stanley Smith Barney in mid-2008. Academically, James holds a Master of Science in Financial Planning and a Master's Certificate in Charitable Financial Planning from Texas Tech University, along with a Bachelor of Arts in Finance from the University of Washington's Michael G. Foster School of Business.