Eddie Knezevich in

Eddie Knezevich

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BOLI/Executive Benefits at Banc Consulting Partners
📍 New Albany, Ohio, United States

Eddie is a highly-ranked financial strategist and Senior Partner at WestPoint Financial Group, specializing in Bank-Owned Life Insurance (BOLI) and executive benefits. Recognized by Forbes as #2 in Ohio and #98 in the nation for 2025, he focuses on improving capital efficiency for banks and business owners. He is a graduate of The Ohio State University.

Outside of work, Eddie is a dedicated family man, enjoying time with his wife, Madison, and their three children. He is passionate about travel and is an avid fan of Ohio sports, regularly attending Columbus Blue Jackets and Cleveland Browns games. Family serves as his primary source of motivation and purpose.

Eddie was the first in his family to graduate from college, starting a business to pay for his tuition and buy his first home at age 22.

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Experience
13 Years
Current Role
BOLI/Executive Benefits
Location
New Albany, Ohio, United States
Personality Overview

How Eddie shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Eddie cares about

Capital Efficiency
His professional focus is helping banks and business owners deploy capital more intelligently, defensibly, and tax-efficiently.
Executive Benefits
A core part of his practice involves designing and optimizing executive benefit and non-qualified deferred-compensation strategies.
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Career

Work history

11-2022
BOLI/Executive Benefits
Banc Consulting Partners
7-2020
Partner
WestPoint Financial Group
7-2020
Senior Partner
WestPoint Financial Group
6-2016
Co-Founder/Educator
Next Level Continuing Education
10-2015 - 7-2020
Financial Advisor
Lifetime Financial Growth
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
2021 - 2022
Accounting and Finance
Harvard Business School Online
2006 - 2011
Bachelor of Arts (B.A.)
The Ohio State University
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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