Elle Wenz, MBA
Senior Client Relationship Associate
Orange County, California
Senior Client Relationship Associate
Orange County, California
Elle handles account maintenance, money movement, wire transfers, and reception. She entered financial services because she wanted to help her elderly family members go into retirement with a nest egg.
Prior to joining EP Wealth Advisors, she worked in financial services for more than 10 years at Capital Group, Merrill Lynch, and Quick & Reilly.
Elle earned her MBA from Concordia University and her B.A. from California Lutheran University.
In her spare time, Elle likes to watch Marvel movies, read novels, and write poetry.
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