We have the knowledge, training, and resources to help our clients succeed financially. Our goal is to provide superior client service. We believe a long-term relationship is built on the trust earned through integrity, hard work and service.
Meet Our Team
Neil WeissmanPrivate Wealth Financial Advisor
Managing Director - Investments
Neil has also been named to the Forbes Best-In-State Wealth Advisors list in 2019, 2020, 2021 and 2022. The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a rating. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
He has a Bachelor of Science in Materials Science & Engineering from University of Michigan and a Master of Science in Materials Science & Engineering from Stanford University.
Neil is a member of the board of directors for The Friendship Circle, and is also an advisory board member with the ChadTough Foundation.
He lives in Canton with wife Stacy and their two children.
CA Insurance Producer License Number #OH82095.
Ronald EpplerManaging Director - Investments
Ron represents many high net worth individuals, as well as small to mid-size non-profit organizations. His services include long-term planning, innovative and disciplined investment management, estate investment planning and business succession planning. Through Wells Fargo affiliates you will also have access to lending and banking services. Ron strongly believes in providing first class service to each client. As such, Ron has been recognized by the Wells Fargo Advisors Premier Advisors Program in 2019, 2022, 2021 and 2022. The Premier Advisors distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production and professionalism. Additional criteria, including length of service, may also be used to determine recipients.
Ron has a Bachelor of Science degree in Business Administration and Management Information Systems from Central Michigan University. Prior to joining Wells Fargo Advisors, he served as Managing Director and Senior Portfolio Manager at Telemus Capital and Beacon Investment Company.
Outside of the office, Ron is an active member of St. Kenneth Parish in Plymouth, and a supporter of the Cancer Support Community of Greater Ann Arbor and the Divine Child Athletic Program.
Ron lives in Plymouth with his wife Marisa. He has five children.
Michael Eppler, CFPFirst Vice President - Investments
Michael was named Forbes Top Next-Gen Wealth Advisor (AKA America's Top Next-Gen Wealth Advisors) for 2019. The Forbes Top Next-Gen Wealth Advisors rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a rating. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
Michael is a CERTIFIED FINANCIAL PLANNER™ professional, a distinction that reflects his completion of advanced studies and successfully passing the CFP® Certification Exam. He received his Bachelor's of Business Administration (BBA) degree from Central Michigan University, with a concentration in Corporate and Personal Finance. He is also pursuing his Masters of Business Administration degree (MBA) from Wayne State University with an expected graduation date of May 2022.
Michael is actively involved in several charitable organizations, including United Way of Washtenaw County, Make-a-Wish® Michigan, Young Leaders Society, and Friends In Deed.
Erica FowlerSenior Client Associate
Erica received her Bachelor of Science degree in Psychology from Eastern Michigan University. She currently lives in Westland with her two sons Emmanuel and Dominic.
Amy RembertSenior Client Associate
Amy received her Bachelor of Arts degree in Journalism and English from Indiana University/Bloomington. She lives in Brighton and has two children, Isabelle and Sullivan.
Why Invest With Us
Your financial needs and goals are uniquely your own. When investing or working with us, you’ll benefit from a flexible, customizable planning approach and the support of a company dedicated to helping investors thrive and succeed.