Our Qualifications

Michigan Benefit Financial has served Oakland and Genesee counties (and beyond) for nearly four decades.

Julie Lee - as well as Dan Elliott, who retired at the end of 2024 - has served as an advisor for numerous local hospital and school district employees, small business owners, and their families throughout the community. Eric Souder, who joined Michigan Benefit at the beginning of 2024, spent several years at Vanguard prior to coming to our broker-dealer, Lincoln Investment, as a financial advisor in 2021. 

Julie Lee is a Certified Financial Planner® professional and holds the FINRA Series 6, 7, and 63 licenses..