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.
Anthony Bagneschi has been in the financial services industry for over 15 years. He has held positions specializing in family protection, health care and retirement planning, as well as risk management. Anthony’s mission is to help families reach their financial goals by providing quality service and education, and his current position is centered on helping clients make sound financial decisions.
Anthony earned his bachelor’s degree from Ferris State University and his Master of Science in Administration degree from Central Michigan University. He is an Investment Advisor Representative and has his Michigan life and health insurance license.
When Anthony is not spending time with clients, he enjoys coaching basketball, camping and pursuing his continuing education goals. A proud husband and father, he resides in Lansing, Michigan, along with his wife, Leslie, and two children, Morgan and Gabrielle.
Richard J. Crandall
Richard has been with Estate Planning Institute since its beginning in 1999. He is proficient in helping families with estate planning, retirement planning, 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 is a Registered Investment Advisor.
Richard is committed to serving the best interest of each client and to 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 and his wife, Kaye, are very active in the community as Sunday school teachers and mentors for young married couples. They live in Macomb and have four grown children, three dogs and a cat.
Heidi J. Hilton
Heidi is experienced in working with families to help uncover their human capital through a detailed process of discovery. This may include, but is not limited to, estate planning, legacy planning, family communication, and charitable and philanthropic endeavors.
Heidi has a degree in allied health as well as a bachelor’s degree in education from Aquinas College, where she graduated in 2002. She also graduated with honors from Davenport University, with a Master of Business Administration with an emphasis on management, in 2012.
Heidi is a member of Sigma Beta Delta, Rotary and Business Leadership Association and helps to organize events with the Thoroughbred Retirement Foundation and the Van Andel Research Institute.
Heidi and her husband, Zan, have three grown children and three dogs. In their spare time, they volunteer for several charities and ride horses, participating in an extensive horse show schedule.
Dale Klebba has provided personal and corporate financial planning services in the state of Michigan since 1981. A gifted public orator, philanthropist and educator, he brings expertise, leadership and entrepreneurial moxy to our clients in Michigan.
Dale’s mission is to provide solutions that utilize insurance products, such as annuities, to help families protect their financial assets and plan for their future, and he is dedicated to serving his clients with integrity every step of the way as their needs and priorities change.
Dale is a graduate of Ferris State University and is a licensed life and health insurance agent in Michigan. He is a member of the Plymouth Epicurean Society.
A resident of Plymouth Township since 1984, Dale enjoys boating, fishing and Michigan’s great outdoors. He and his wife are “empty nesters” with three children.
Southfield, MI 48033
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 Protective Planning Group, LLC. EPI Advisors, LLC and Protective Planning Group, LLC are affiliated companies. Estate Planning Institute Group, LLC. Protective Planning Group, LLC. 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 Estate Planning Institute 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. The Estate Planning Institute 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.