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Our financial advice team


Kevin Hepner

Kevin Hepner

MBA

Financial Advisor

Operations Director
TruVista Wealth Advisors
21
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Family Finances
  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Cash Flow Management Strategies
  • Saving for Education
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Charitable Giving
  • Insurance
  • Small Business
  • Retirement Plan Distribution
  • Investments

Interests

  • Playing Softball, Soccer
  • Sports
  • Snowmobiling, Skiing, Golf, and Biking
  • Family
  • Travel

Awards & recognition

  • Five Star Wealth Manager, 2015 & 2016

Qualifications

  • MBA

Education

  • MBA, 2009, International Business, Walsh College, Troy, MI
  • BBA, 2003, Finance Investment, Walsh College, Troy, MI

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

  • Focus Hope
  • Greening of Detroit
  • Walsh College Alumni
  • Serve on the Foundation Board for Walsh College
  • HAVEN
  • Make-A-Wish Foundation
  • Salvation Army
  • Forgotten Harvest