Gena Bowman

Client Relationship Associate

Salt Lake City, Utah

Gena acts as liaison between clients and the firm to foster strong relationships and meet client deadlines. She coordinates with cross-functional teams to best manage workflow and meet objectives.
The satisfaction Gena gets from being of service by solving problems for the betterment of others, and helping them meet their goals, sparked her interest in financial planning—a career that allows her to do both. Before joining EP Wealth Advisors, she gained experience in financial services by onboarding clients at Goldman Sachs.
Gena has a Bachelor's degree in Business Administration from the University of Nevada, Reno.
In her free time, Gena enjoys spending time with friends and family, pursuing outdoor activities such as hiking and biking, and playing pickleball. She also looks forward to trying new restaurants and going to concerts.