EPI is an independent financial advisory firm serving clients throughout Michigan. For several years we have developed our business by reaching out, nurturing and maintaining close, trusting relationships with each of our clients.
Richard is the owner of EPI Advisors, LLC and has been with EPI Group, LLC since 2000. He specializes in coordinating your financial plan with your estate plan. He is proficient in helping families with retirement and income planning, asset allocation and wealth transfer strategies. He has handled over $100 million in assets and is currently the chief compliance officer for EPI Advisors, LLC.
Richard earned his bachelor’s degree in linguistics from the University of Michigan in 1985. He became a licensed insurance agent in 2002, received his securities license in 2010 and became an Investment Advisor Representative in 2011. Richard is committed to serving the best interest of each client, thereby upholding his fiduciary duty. His mission is to help families keep more of their hard-earned money throughout the three phases of their financial lives: accumulation, preservation and wealth transfer.
Richard enjoys golf, table tennis and softball. He also loves traveling with his wife, Kaye. They live in Macomb are active in their church serving in children's and adult minitries. They have four adult children; Mackenzie, Sterling, Jessica and Joey. They also love animals and have 2 Goldendoodles, a Shih Tzu-Maltese and a Siberian cat.
Randy Knapp has been in the financial industry since 2013 and is focused on assisting clients in making informed financial decisions. Randy approaches his work with integrity, honesty and personalized service.
Randy believes nothing is more rewarding than helping clients arrange their financial affairs in a manner that is designed to be efficient and effective and to help preserve and maintain financial freedom. His goals are helping families with retirement planning, income planning, insurance and estate planning strategies.
Randy became a licensed insurance agent in Michigan in 2013 and passed his Series 65 certification as a Investment Advisor Representative in 2014.
Away from the office, Randy enjoys being active in his community. He served as vice president of his neighborhood homeowners association for five years and has been president since 2016. He is also an active volunteer with the local 4-H club. Randy and his wife, Debbie, reside in Lowell, Michigan, with their two children. They love animals and have a dog, a cat and three ducks.
Phone: 248-281-1100 or 877-807-3477
Fax: 248-281-1112 or 877-807-7462
5700 Crooks Rd., Suite 206
Troy, MI 48098
We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.
By providing your contact information, you may be offered information regarding the purchase of insurance and investment products.
We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Investment advisory services offered through EPI Advisors, LLC, a MI Registered Investment Advisor. Insurance products and services are offered through EPI Protection, LLC. EPI Advisors, LLC and EPI Protection, LLC and EPI Group, LLC are affiliated companies. All Rights Reserved. All written content on this site is for information purposes only. Opinions expressed herein are solely those of EPI Advisors, LLC, and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual financial professional prior to implementation. The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any state other than the state of MI or where otherwise legally permitted. Please note that representatives of the EPI Group, LLC, and its affiliates are not licensed attorneys. Their representatives provide commonly known and generally available information regarding estate planning and do not provide specific legal advice regarding your estate planning needs. EPI Group, LLC, and its affiliates strongly urge you to seek qualified legal advice from a licensed attorney in your state of residence who limits their practice to estate planning.