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ABOUT
EPL Investment Advisory, LLC is an Independent financial services firm dedicated to helping our clients meet their long term objectives. When working with a financial professional it is important that all the moving parts of your plan are working together, and we at EPL Investment Advisory are committed to making that happen at the highest level.
EPL Investment Advisory is a branch of EPL Financial Services, a fully integrated financial services firm servicing Arizona locals and nationwide with our competent online cloud based services.
Our Team
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Peter Ellefson, CEO
DEVAN WALLACE, LEAD INSURANCE AGENT & SALES MANAGER
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President & CEO
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Began financial work with Merril Lynch - Phoenix, AZ (1991)
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Established EPL in 1996
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Bachelors Degree, Marketing - Minnesota State University - Moorhead
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Registered investment Advisor (Fiduciary)
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Registered Investment Advisory Firm
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Real Estate Broker
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Insurance Broker
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Bachelor's Degree in Business Administration
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Veteran in the U.S. Seabees
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Licensed and specializes in all forms of insurance: Home, Auto, Business, Umbrella, Life, Annuities, and Health Insurance.
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Sales & Marketing experience spanning over 2 decades
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Father of three, avid reader, sports player, and proud owner of a rescue hound!
JASON BENSMAN PROPERTY & CASUALTY INSURANCE AGENT
JASONB@EPLfs.com
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