Ben is an Investment Advisor Representative of EPI Financial Group. He helps successful professionals, families, retirees, and business owners make smart decisions about their wealth in order to lead meaningful lives. Ben focuses on retirement and income planning, professional asset management, wealth transfer strategies, and tax mitigation strategies. In his career, Ben has managed over 100 million in assets.
Ben earned his bachelor’s degree from Oakland University. He received his securities license in 2021, became an Investment Advisor Representative in 2021, and simultaneously received his Life and Health Insurance and Variable Annuities License in 2021. Ben believes in uplifting one another, our families, and our communities. Ben is committed to serving the best interest of each client he serves, thereby upholding his fiduciary duty.
Family is very important to Ben so outside the office, you can typically find him spending time tasting new cuisine and being present with family and friends. He also enjoys exploring Northern Michigan, sitting on the beach in South Carolina, and traveling to new places. He is currently an active member in the Birmingham Bloomfield Chamber of Commerce.
Ben enjoys helping his clients take care of themselves as well as the people and causes they care most about. These clients value a personal, customized, and comprehensive approach to wealth strategies and appreciate guidance that is common-sense, straightforward, and easy to understand.