Our Team
The team behind your plan.
Elite Physicians Wealth Planning™ is a coordinated team, not a single point of failure. Every client relationship is backed by the same disciplined process.
How our team works together
One point of contact. A coordinated team behind it.
Each client works with a primary strategist who knows their situation in depth, while drawing on the wider team's specialties as planning questions arise. The result is continuity of relationship with the depth of a coordinated practice — consistent with our focus on coordination, not products.
Meet the team
Michael A. EppsFounder & Chief Wealth Strategist, ChFC®, RICP®Leads the firm’s overall planning philosophy and founded Elite Physicians Wealth Planning™ to bring coordinated strategy to physician households.
Roderick JohnsonManaging Director, Commercial Lending & Business Risk SolutionsRoderick Johnson serves as Managing Director of Commercial Lending & Business Risk Solutions for Elite Physicians Wealth Planning, Fiscal Vision Financial. With more than three decades of experience in commercial lending, business banking, SBA lending, and financial services, Roderick helps physicians and medical practice owners evaluate business financing and risk-management decisions as part of a broader financial strategy. His role connects the capital and protection needs of the practice with the physician’s personal wealth, retirement, and succession objectives.
La-Deidra BlakeVice President, Operations ManagerLa-Deidra Blake serves as Vice President and Operations Manager for Elite Physicians Wealth Planning and Fiscal Vision Financial, where she is responsible for strengthening the firm’s internal operations, compliance framework, and business processes.
Lisa HamiltonFinancial Professional, Certified Financial Education Instructor (CFEI)Lisa Hamilton is a financial professional, business owner, and Certified Financial Education Instructor (CFEI) with a strong commitment to helping individuals and families improve their financial knowledge, build wealth, protect the people they care about, and create a lasting legacy.
Michael Epps Jr.Licensed Insurance ProfessionalMichael Epps Jr. is a licensed insurance professional with growing experience in business life insurance and client support. With three years of experience in the business life insurance field and 15 years as an entrepreneur, he brings a practical understanding of business ownership, relationship-building, and the importance of protecting what matters most.
Aliaya EppsCustomer Service Manager, Client Experience & OperationsAliaya Epps, Customer Service Manager, Client Experience & Operations, holds a Master’s Degree in Organizational Leadership and leads the development of systems, workflows, and service standards designed to deliver a consistent, organized, responsive, and high-quality client experience for Elite Physicians Wealth Planning clients.
Gabriella Gomez SanchezManager’s Assistant, Client Support ManagerGabriella Gomez Sanchez serves as Manager’s Assistant and Client Support Manager for Elite Physicians Wealth Planning and Fiscal Vision Financial, where she helps coordinate client-service activities, application processing, scheduling, and day-to-day administrative support for the firm.
Joshua EppsBusiness Operations InternJoshua Epps serves as a Business Operations Intern with Elite Physicians Wealth Planning and Fiscal Vision Financial, supporting the firm while completing his undergraduate studies in business.
Ready to build your Elite Physician Wealth Blueprint™?
Schedule a confidential introductory call to discuss your goals, current planning concerns, and whether Elite Physicians Wealth Planning™ may be a fit for your needs.