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by Member Experience on July 14, 2023
The is awarded to those professionals who meet the experience and education requirements, attend the credentialing program, and pass the proctored exam. The CEPA credential is accepted by more than 18 major designations and organizations, making it the most widely endorsed and accepted exit planning credential in the marketplace today. To learn more, visit www.EarnCEPA.com.
CEPA Online | Class of June 2023
Please join us in congratulating and welcoming the newest Certified Exit Planning Advisors to join the growing exit planning community!
- Mark Ahern, CEPA, AMP Business Consulting LLC, Golden, CO [read more]
- Angaddeep Ahluwalia, CEPA, Morgan Stanley, Fort Lauderdale , FL [read more]
- Bradford Davis Alliger, CEPA, Alliger Financial, Exton, PA [read more]
- Michael Altavilla, CEPA, Personal, Saratoga Springs, NY [read more]
- Tony Amador, CEPA, Proxxy LLC, Flower Mound, TX [read more]
- Ryan Ammon, CEPA, Ammon, Dallas, TX [read more]
- Tinja Anderson, CEPA, Tinja Anderson, Houston, TX [read more]
- Landon Archangelo, CEPA, ConsistencyWins LLC, Orlando, PA [read more]
- Michelle Bailey, CEPA, Synovus, Atlanta, GA [read more]
- Bonnie Bailey, CEPA, Carson Wealth, Atlanta, GA [read more]
- Jonathan Benecke, CEPA, Edward Jones, Roseville, CA [read more]
- Jordan Bilodeau, CEPA, Spaugh Dameron Tenny LLC, Charlotte, NC [read more]
- Dawn Bloomer, CEPA, Productive Pressure LLC, Manhattan Beach, CA [read more]
- Robin Boren-Coleman Sexton, CEPA, City National Bank, Irvine, CA [read more]
- Carson Burke, CEPA, Edward Jones, Independence, MO [read more]
- Jasmine Butler, CEPA, Edward Jones, Tampa, FL [read more]
- Tara Butler, CEPA, Tara Butler, Charlotte, NC [read more]
- Brent Campbell, CEPA, Edward Jones, Sarasota, FL [read more]
- Jordan Cantrell, CEPA, Edward Jones, Washington, NC [read more]
- James Carroll, CEPA, Business Broker West LLC, Peoria, AZ [read more]
- Leslie Chang, CEPA, UBS Financial Services, Inc., Manhattan Beach, CA [read more]
- Andrew Cialek, CEPA, Principle Wealth Partners, Madison, CT [read more]
- Carrie Combes, CEPA, Edward Jones, Palm Beach Gardens, FL [read more]
- Scott Cunningham, CEPA, Family Wealth Management, Cottonwood Heights, UT [read more]
- Francis Curtin, CEPA, High Speed Consulting LLC, Huntsville, FL [read more]
- Roy De Medeiros, CEPA, Fulkrem Management Group, Sharon, ON [read more]
- Yehen Dhanawansa, CEPA, Edward Jones, White Rock, BC [read more]
- Douglas Dray, CEPA, Merrill, Gilbert, AZ [read more]
- Thomas Egan, CEPA, Edward Jones, Belleville, IL [read more]
- Richard Farrell, CEPA, Morgan Stanley, Scottsdale, AZ [read more]
- Will Fetter, CEPA, Edward Jones, Orange, CA [read more]
- Mark Taylor FitzGibbon, CEPA, Edward Jones, Fort Worth, TX [read more]
- James Flesher, CEPA, National Philanthropic Trust, Jenkintown, CA [read more]
- Laurence Fotsch, CEPA, Cetera LLC, Fort Collins, CO [read more]
- Wendy Garrett, CEPA, Edward Jones, Apex, NC [read more]
- Matthew Grieb, CEPA, Raymond James, Washington, VA [read more]
- Jim Griglun, CEPA, SFP Wealth, Wellesley, MA [read more]
- Daylan Gwosdz, CEPA, Edward Jones, Victoria, TX [read more]
- Joanna Habegger, CEPA, Invite Wealth Management, Indianapolis, IN [read more]
- Joseph Hahn, CEPA, JP Morgan Wealth Management, Los Angeles, CA [read more]
- William Hart, CEPA, Edward Jones, Georgetown, TX [read more]
- Wayne Heard, CEPA, Wayne Heard, Washington, D.C. [read more]
- Andrew Herlein, CEPA, Huntington Bank, Holland, MI [read more]
- Michael Hilker, CEPA, Prefix, Elmhurst, IL [read more]
- Scott Holman, CEPA, Edward Jones, Fountain Hills, AZ [read more]
- David Homa, CEPA, CSI Securities Inc., Providence, NY [read more]
- Alan Horn, CEPA, Edward Jones, St. Louis, TX [read more]
- Rodney Hough, CEPA, Entrepreneurs Club, Orangeville, ON [read more]
- Braden Howell, CEPA, Messick Peacock & Associates, Dallas, TX [read more]
- Sherell Jefferson, CEPA, Texas Capital Bank, Dallas, TX [read more]
- David Jemison, CEPA, Merrill Lynch, Chicago, IL [read more]
- Patrick Kelley, CEPA, Wells Fargo, Boston, MA [read more]
- Adam Klauwers, CEPA, Edward Jones, Edmonton, AB [read more]
- Matthew Kneifl, CEPA, Edward Jones, Windsor Heights, IA [read more]
- Jordan Kreke, CEPA, Cammon Company, St. Louis, IL [read more]
- Joseph Langlois III, CEPA, Global Wealth Partners Inc, San Diego, CA [read more]
- Jason Kurchner, CEPA, Sage Consulting, Napa, CA [read more]
- Michael Lee, CEPA, UBS Financial Services, Inc., Greenville, SC [read more]
- George Lemmon, CEPA, The Brynavon Group, King of Prussia, PA [read more]
- Bradley Lenz, CEPA, Carson Group, Omaha, NE [read more]
- Brian Lewis, CEPA, Edward Jones, Levelland, TX [read more]
- Robert Macaulay, CEPA, Brick House Strategic Wealth, Newtown, PA [read more]
- Adam Macdonald, CEPA, Rettinger & Associates Private Wealth Management, Guelph, ON [read more]
- Pamela Mah, CEPA, Comprehensive Financial Strategies, Honolulu, HI [read more]
- Rohit Malhotra, CEPA, Omni Practice Group, Cambridge, MA [read more]
- Brittany Maracine, CEPA, Edward Jones, Erie, CO [read more]
- Shane Matthews, CEPA, Edward Jones, St. Louis, IN [read more]
- Phil McNulty, CEPA, Verus Capital Partners, Scottsdale, AZ [read more]
- Geoffrey Meno, CEPA, Edward Jones, Seattle, WA [read more]
- Kate Mikkelson, CEPA, Edward Jones, Stuart, FL [read more]
- Anthony Millimaci, CEPA, Merrill Lynch, Jupiter, FL [read more]
- Gregory Misko, CEPA, Truist, Sarasota, FL [read more]
- Werner Montross, CEPA, City National Rochdale, Houston, TX [read more]
- Lisa Mullaney, CEPA, Fifth Third, IL [read more]
- Seth Mulrooney, CEPA, Merrill Lynch, Boston MA [read more]
- Stephen Oberlin, CEPA, Raymond James & Associates, Grand Rapids, MI [read more]
- Jennifer Pcholinsky, CEPA, Balentine, Raleigh, NC [read more]
- James Petersen, CEPA, Diversified Professional Coaching LLC, Orlando, TX [read more]
- Joseph Petriccione, CEPA, PNC, Atlanta, GA [read more]
- Kim Potvin, CEPA, Merrill Lynch, Cos Cob, CT [read more]
- Jose Quintanilla, CEPA, Ameriprise Financial, Long Beach, CA [read more]
- Jane Redmond, CEPA, Edward Jones, Raymore, MO [read more]
- Mathew Remington, CEPA, Edward Jones, Midlothian, VA [read more]
- Leo Benjamin Rich, CEPA, Rich Exit Consulting, Roseville, CA [read more]
- Hector Rivera, CEPA, FHFG, New York, NY [read more]
- Bret Robbe, CEPA, Edward Jones, Nashville, TN [read more]
- Megan Roberts, CEPA, Edward Jones, Arlington, TN [read more]
- Leo Robinson, CEPA, Wells Fargo, Boston, MA [read more]
- Aldo Rodriguez, CEPA, Edward Jones, McAllen, TX [read more]
- Daniel Rosenstein, CEPA, UBS Financial Services, Inc., Garden City, NY [read more]
- Marguerite Rowland, CEPA, Merrill Lynch, Louisville, KY [read more]
- Steve Ruffini, CEPA, Gallagher, Roswell, GA [read more]
- Aaron Sal, CEPA, Hungerford Nichols CPA's & Advisors, Grand Rapids, MI [read more]
- Matthew Sampson, CEPA, Arnerich Massena, Portland, OR [read more]
- Levi Sanchez, CEPA, Millennial Wealth LLC, Seattle, WA [read more]
- Kelsey Schultz, CEPA, Thrivent, Forest Lake, MN [read more]
- Taunya Sell, CEPA, UBS Financial Services, Inc., Seattle, WA [read more]
- Ryan Shankle, CEPA, Morgan Stanley, TX [read more]
- Kyle Shelley, CEPA, EdgeRock Wealth Management, Denver, CO [read more]
- Ryan Siewert, CEPA, Cresset Capital, Minnetonka, MN [read more]
- Brad Sonnier, CEPA, HB Financial, Lafayette, LA [read more]
- James Sorey, CEPA, New Edge Advisors, New Orleans, LA [read more]
- Jeremy Staadeker, CEPA, Jeremy Staadeker, McLean, VA [read more]
- Donald Steele, CEPA, Blackwood Family Enterprise Services, Burlington, ON [read more]
- Brian Steen, CEPA, Steen Valuation Group LLC, Winston-Salem, NC [read more]
- Josh Sterling, CEPA, Camas Advice, Windsor, CA [read more]
- Daniel Stevens, CEPA, Edward Jones, Cody, WY [read more]
- Nicole Stotts, CEPA, Edward Jones, Flower Mound, TX [read more]
- Brenton Tayet, CEPA, Edward Jones, Gig Harbor, WA [read more]
- Bradley Thomas, CEPA, Merrill Lynch, Doylestown, PA [read more]
- Mark Travis, CEPA, Skylight Intermediaries, Cortland, NY [read more]
- Damian Varela, CEPA, Omni Financial Services, Fort Meyers, FL [read more]
- Erica Vasques, CEPA, Sherman Oaks, CA [read more]
- Manuel Vega, CEPA, Synovus, Orlando, FL [read more]
- Arthur Walker, CEPA, Edward Jones, Fort Worth, TX [read more]
- Justin Ward, CEPA, Texas Capital Bank, Houston, TX [read more]
- Leigh White, CEPA, Myriad Advisor Solution, Waukee, IA [read more]
- Seth Wilson, CEPA, Edward Jones, New Palestine, IN [read more]
- Mark Zastrow, CEPA, Edward Jones, Kansas City, MO [read more]
- Catalin Zetu, CEPA, Catalin Zetu, Toronto, ON [read more]
- Wiston Zorrilla, CEPA, BureCapital, Uniondale, NY [read more]
- Eduardo Zuniga, CEPA, Edward Jones, Missouri City, TX [read more]
We look forward to supporting all of you, alongside the entire CEPA network, as you change outcomes for the middle market!
More than a credentialing company.
“This Methodology is Going to Supercharge My Practice!” -Justin Goodbread, CEPA, CFP®
Exit planning is not just a plan (or a keyed-in report to print out for an owner). It is a strategy rooted in execution that grows value while expanding options so that an owner can transition the business on his/her terms when they are ready. It aligns the business, personal, and financial needs of the owner. Good exit planning utilizes the Value Acceleration Methodology™ to move clients through discovery, prepare, and decide gates.
Certified Exit Planning Advisors (CEPA) educate the owner on all of the exit options and enters an engagement with an exit-option-agnostic perspective to truly serve the business owner’s diverse needs. CEPAs collaborate with a seasoned, multi-disciplinary team of professionals to support the success of the business owner and use each other’s specialties and expertise to the benefit of the project. View the award-winning methodology.
“Why did I earn CEPA when I already had an exit planning designation? Simple, the network. The quality of the EPI advisor network is unmatched.” -Paul Meyer, CEPA, CBEC
Do you consider your COIs or your referral network as the #1 source for new business? Look no further for your next membership affiliation. Formed in 2005 to serve the educational and resource needs of financial planners and wealth managers, CPA/accountants, attorneys, commercial lenders, M&A advisors and business brokers, management consultants, and other business advisors, the Exit Planning Institute is considered the standard trendsetter in the field of exit planning across the globe. It is the only organization that offers the Certified Exit Planning Advisor Program (CEPA) and qualifies for continuing education credits with twelve major professional associations, making it the most widely accepted and endorsed professional exit planning program in the world. Find a CEPA in your area.
“As a CPA, nothing is more important than exit planning.” -Bill Kenedy, CPA/ABV, CFF, CEPA
Our founders paved the way for the organization we are today. In the past three years alone, EPI has grown by more than ten times. We support and enable thousands of professional advisors who are leading the way in their local marketplaces across the globe. We invite you to join the community and experience the EPI difference.
We are powered by a dedicated staff, industry experts, and market leaders, that are passionate about providing top professional advisors the best industry content, ongoing practice support, and owner education resources. From humble beginnings, EPI has grown to become the exit planning market leader while staying focused and true to our mission. We are an education company that certifies and supports more than 900 CEPAs (and counting) as well as thousands of advisors worldwide through national, regional, chapter, and virtual education. Explore our history and make plans to play a part in our future. Explore the EPI history timeline snapshot
“You want to have the best credential in the industry. So my advice is that you have to go with Exit Planning Institute.” -Vincent Mastrovito, CEPA, CBEC
Do you want help in an increasingly commoditized or oversaturated marketplace? Do you want just another designation for your business card or do you want the credentialing education that helps you adapt and thrive in a rapidly changing industry? You’ve come to the right place.
The Exit Planning Institute creates an exit planning “ecosystem,” and due to the diverse nature of exit planning, EPI has fostered a hyper-engaged exit planning community. This community includes CEPAs, other collaborative advisors, strategic alliance partners, academicians, the media, and business owners from across the globe. To serve this elite and cross-functional community on one major platform, EPI produces the best content as it relates to exit planning, succession planning, and value acceleration, provides ongoing advisor support and practice development, and creates connectivity to transitioning business owners. Connect with us today!
Explore the unmatched professional development experience and gain your next competitive edge in 2023.
The Certified Exit Planning Advisor (CEPA) Program is the most widely endorsed and accepted exit planning credential in the marketplace today. Experience the EPI difference and determine if earning the CEPA credential is the next strategic move for you to reinvent yourself in a changing marketplace. Visit www.EarnCEPA.com today.
