156 CEPAs Join the EPI Network in September 2023

The Certified Exit Planning Advisor (CEPA) credential 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 September 2023

Please join us in congratulating and welcoming the newest Certified Exit Planning Advisors to join the growing exit planning community

• Arthur Ace, CEPA, Truist Wealth Management, Lancaster, PA [Read More]
• Alex Aderman, CEPA, Madan + Associates, Madison, WI [Read More]
• Nikki Austin, CEPA, Thrivent, Monroe, WI [Read More]
• Brian Baird, CEPA, Raymond James, Morristown, NJ [Read More]
• Brad Baker, CEPA, John Hancock Investments, Wyomissing, PA [Read More]
• Lance Baxter, CEPA, Edward Jones, Surprise, AZ  [Read More]
• Michael Bell, CEPA, Edward Jones, Georgetown, TX [Read More]
• Jennifer Bellis, CEPA, Jennifer Bellis, Delray Beach, FL [Read More]
• Ernesto Bent, CEPA, Third Act Exit Planning, San Antonio, TX [Read More]
• Jeffrey Boehm, CEPA, Hermening Financial Group, Minocqua, WI [Read More]
• Steve Brannan, CEPA, Edward Jones, Greensboro, NC [Read More]
• Ryan Brault, CEPA, Edward Jones, Pasco, WA [Read More]
• Jeffrey Breese, CEPA, The Wealth Stewards, Chandler, AZ [Read More]
• Christopher Brown, CEPA, Synovus Securities, Inc, Woodstock, GA [Read More]
• Terri Brown, CEPA, Morgan Stanley, Tyler, TX [Read More]
• Judith Brown, CEPA, SC&H, Finksburg, MD [Read More]
• Gary Burden, CEPA, Ohio Valley Business Advisors, Hiram, OH [Read More]
• Carina Burtell, CEPA, Edward Jones, Phoenix, AZ [Read More]
• Jaclyn Carroll, CEPA, New Growth CDC, Appleton City, MO [Read More]
• Mary Juliana Chaidez, CEPA, First Citizens, Dallas, GA [Read More]
• Gary Chamberlain, CEPA, Edward Jones Investments, Chandler, AZ [Read More]
• Donald Chapman, CEPA, RBC Wealth Management, Hickory, NC [Read More]
• Len Chavez, CEPA, Edward Jones, Flower Mound, TX  [Read More]
• Dean Chavis, CEPA, Northern Trust, Fort Myers, FL [Read More]
• David Ciccarelli, CEPA, Lifetime Financial Growth, Canton, OH [Read More]
• John Comberiate, CEPA, Edward Jones, Catonsville, MD [Read More]
• Edward A. Cordasco III, CEPA, Chun, Cordasco & Associates LLC, Honolulu, HI [Read More]
• Sara Craven, CEPA, Sand Hill Global Advisors, San Jose, CA [Read More]
• Bill Cunningham, CEPA, Northwestern Mutual, Shreveport, LA [Read More]
• Irina D'Amore, CEPA, Primera Ventures, London, ENG [Read More]
• Dustin Davis, CEPA, Edward Jones, Placerville, CA [Read More]
• Eduardo De la Rosa, CEPA, Solid Ground Financial, Tampa, FL [Read More]
• Clotilde de Perthuis, CEPA, Contigo, Versailles, FR [Read More]
• Henry DeMatteis, CEPA, Edward Jones, Vista, CA [Read More]
• David DeWolf, CEPA, Quantum FA c/o WeWork,  El Segundo, CA [Read More]
• Joseph Di Vito, CEPA, RBC Wealth Management, Phoenix, AZ [Read More]
• Kenneth Dresel, CEPA, Morgan Stanley, Midland, TX [Read More]
• Stephanie Duffield, CEPA, Edward Jones, Niceville, FL [Read More]
• Cameron Earhart, CEPA, Axiom Strategic Consulting, Land O Lakes, FL [Read More]
• Jeff Edge, CEPA, Edward Jones, Murfreesboro, TN [Read More]
• Howard Eisenberg, CEPA, WealthTec, Fulton, MD [Read More]
• Kathy Emanuel, CEPA, FocusCFO, Williamsburg, VA [Read More]
• William Erskine, CEPA, Edward Jones, Olney, MD [Read More]
• Kristin Evans, CEPA, Edward Jones, Scottsdale, AZ [Read More]
• Tracy Everson, CEPA, Road Trip Investments, Watertown, MN [Read More]
• Deborah Everson, CEPA, Road Trip Investments, Inc., Watertown, MN [Read More]
• Christopher Fahey, CEPA, Edward Jones, Bonita Springs, FL [Read More]
• Kevin Florer, CEPA, Edward Jones, Ponca City, OK [Read More]
• William Ford, CEPA, Edward Jones, North Canton, OH [Read More]
• Alex Gangl, CEPA, Wealth Enhancement Group, Novato, CA [Read More]
• Karim Ghandour, CEPA, Legacy Line Family Office, North York, ON [Read More]
• Dafna Gold, CEPA,  Raymond James, Pinecrest, FL [Read More]
• Dan Gould, CEPA, Dan Gould, Chesterfield, MO [Read More]
• Chad Hamilton, CEPA, Mariner Wealth Advisors, Jenks, OK [Read More]
• Sophia Harding, CEPA, Umpqua Bank, Medford, OR [Read More]
• Bill Hays, CEPA, Edward Jones, Farmington, NM [Read More]
• Patrick Helderman, CEPA, Edward Jones, Hartville, OH [Read More]
• Wesley Holland, CEPA, Edward Jones Investments, Morehead, KY [Read More]
• Bret Hooper, CEPA, Edward Jones, Avon, CO [Read More]
• James Huntington, CEPA, Affinity Financial LLC, Taylorsville, UT [Read More]
• Andrew Hur, CEPA, Merrill Lynch, Harbor City, CA [Read More]
• Clinton Jasperson, CEPA, Purpose Driven Wealth of Thrivent, Windsor, CO [Read More]
• David Jennings, CEPA, Alder Business Advisors,  Seattle, WA [Read More]
• Adam Johnson, CEPA, RBC Wealth Management, Wayzata, MN [Read More]
• Beck Johnson, CEPA, UBS Financial Services, Los Angeles, CA [Read More]
• Chris Jones,  CEPA, Edward Jones, Shawnee, OK  [Read More]
• Catherine Juon, CEPA, Catherine Juon, LLC, North Saint Paul, MN [Read More]
• David Kahn,  CEPA, Signature Wealth, Florence, SC [Read More]
• Jill Kashiwagi, CEPA, Columbia Wealth Management, Portland, OR [Read More]
• Aaron Kassler, CEPA, Morgan Stanley, Longwood, FL [Read More]
• George Kaufman, CEPA, UBS Financial Svc Inc., Lebanon, OH [Read More]
• Cody Kave,  CEPA, Kave Family Financial, Waukesha, WI [Read More]
• Susan Keshen, CEPA, In Pursuit Of, LLC, Monroe, MI [Read More]
• Chandler King, CEPA, Morgan Stanley, Charlotte, NC [Read More]
• Mordechai Klein, CEPA, The U2B, Monsey, NY [Read More]
• Carson Knight, CEPA, Merrill Lynch, Arlington, VA [Read More]
• Michael Kovie, CEPA, Raymond James and Associates, West Bloomfield, MI [Read More]
• Daniel Kramer, CEPA, Raymond James, Hackensack, NJ [Read More]
• Andrew Kueker, CEPA, Prudential, Centralia, IL [Read More]
• Aleksandra Kulmaticki, CEPA, JPMorgan, Encino, CA [Read More]
• Justin Lacey, CEPA, Merrill Lynch Wealth Management, Newport Beach, CA [Read More]
• Matt Lagoy, CEPA, Janney, Greenville, DE [Read More]
• Joshua Leyenhorst, CEPA, BasePoint Accounting and Finance Inc., Arras, BC [Read More]
• Joshua Lightcap, CEPA, Edward Jones, San Diego, CA [Read More]
• Christopher Lussier, CEPA, Christopher Lussier, Cumberland, RI [Read More]
• Michelle Marshall, CEPA, Edward Jones, Georgetown, TX [Read More]
• Sandi McCarter, CEPA, Business Analyst, Belmont, NC  [Read More]
• Jared McDaniel, CEPA, City National Rochdale,  Tampa, FL [Read More]
• Brent Mekosh, CEPA, Raymond James, Phoenix, AZ [Read More]
• Howard Merkwan, CEPA, Edward Jones, Sierra Vista, AZ [Read More]
• Paul Metcalfe, CEPA, Raymond James, Seminole, FL [Read More]
• Matthew Miller, CEPA, Edward Jones, Abilene, TX [Read More]
• Richard Moulton, CEPA, Edward Jones, Frisco, TX [Read More]
• Jason Munoz, CEPA, Edward Jones, Richmond, TX [Read More]
• Daan Mutsaers, CEPA, Raymond James, Atlanta, GA [Read More]
• Lori Nay, CEPA, Edward Jones, Richland, MI [Read More]
• Troy Nelson, CEPA, Edward Jones, Bismarck, ND [Read More]
• Daniel Neuman, CEPA, Morgan Stanley, Boca Raton, FL [Read More]
• Matthew Noreus, CEPA, Edward Jones, Missoula, MT [Read More]
• Stephen Northington, CEPA, Ethos Capital Group, Centerton, AK [Read More]
• David Ortiz,  CEPA, Overflow Wealth Advisory, Norman, OK  [Read More]
• Kevin Overcash, CEPA, Edward Jones, Cary, NC  [Read More]
• Elizabeth Payton Thomas, CEPA, Merrill Lynch, Walnut Creek, CA [Read More]
• Gene Perkins, CEPA, Synovus, Columbus, GA [Read More]
• Lillian Peters, CEPA, Synovus Bank, Miami, FL [Read More]
• Martin Philpot, CEPA, Wells Fargo Advisors, Tuscon, AZ [Read More]
• Jim Pipkin, CEPA, Edward Jones, Edwardsville,  IL [Read More]
• Shikha Prashar, CEPA, Edward Jones, East Windsor, NJ [Read More]
• Troy Puchalski, CEPA, Edward Jones, Carthage, NC [Read More]
• Aaron Quinn, CEPA, Edward Jones, Sulphur, LA [Read More]
• Frank Randall, CEPA, Edward Jones, North Grafton, MA [Read More]
• Lauren Reed, CEPA, The Partners Group: Wealth Management, Portland, OR [Read More]
• Stephanie Reese, CEPA, Edward Jones, Palmer, TX [Read More]
• Andrew Reynolds, CEPA, Ballast, Lexington, KY [Read More]
• Richard Richardson, CEPA, MidWestOne, Cedar Rapids, IA [Read More]
• James Richter, CEPA, Monotelo Advisors, Elgin, IL [Read More]
• Carrie Riordan, CEPA, Merrill Lynch, Virginia Beach, VA [Read More]
• Sean Riordan, CEPA, One & Main, Virginia Beach, VA [Read More]
• Will Roberts, CEPA, CWS Financial Advisors, Kalamazoo, MI [Read More]
• Dave Robertson, CEPA, Danda Investment Corp, Langley, BC [Read More]
• Victoria Robillard, CEPA, Edward Jones, Hanson, MA [Read More]
• Blake Robinson, CEPA, Synovus, Monroe, GA [Read More]
• Jeffrey Roche, CEPA, John Hancock, Norwood, MA [Read More]
• Philip Rothtsein, CEPA, Truist, Wake Forest, NC  [Read More]
• Nicholas Sakellis, CEPA, ASE Private Wealth, Simpsonville, SC [Read More]
• Daniel Scherding, CEPA, Altair Advisers, Chicago, IL [Read More]
• Hayden Schmidt, CEPA, Edward Jones, Troy, IL [Read More]
• Tom Schumacher, CEPA, Bakke Norman SC, New Richmond, WI [Read More]
• Jordan Schwass, CEPA, Doescher Group, Novi, MI [Read More]
• Jeffrey Schweighoffer, CEPA, UBS, Bethesda, MD [Read More]
• Tammy Scuralli, CEPA, Edward Jones, Sandford, ON [Read More]
• Jamee Shinn, CEPA, Edward Jones, Scarborough, ME [Read More]
• Lucas Sibley, CEPA, Edward Jones, Altoona, IA [Read More]
• Jill Steenis, CEPA, Edward Jones, New Richmond, WI [Read More]
• Greg Stuart, CEPA, Morgan Stanley, Germantown, MD [Read More]
• Donald Suriano, CEPA, Synovus, Orlando, FL [Read More]
• Eric Szczurowski, CEPA, Kuttin Wealth Management, Hauppauge, NY [Read More]
• Rebecka Talley, CEPA, Rebecka Talley, Reston, VA [Read More]
• Nicholas Tardy, CEPA, Morgan Stanley, New York, NY [Read More]
• Tyler Tilton, CEPA, Vance Wealth Inc., Corona Del Mar, CA [Read More]
• Douglas Timmerman, CEPA, Mariner Wealth Advisors, Sarasota, FL [Read More]
• David Todd,  CEPA, Player Pager Corp, Pittsburgh, PA [Read More]
• David Trent,  CEPA, AK [Read More]
• Joseph Vasquez, CEPA, Kleberg Wealth Management, Corpus Christi, TX [Read More]
• Mike Vaughn, CEPA, Edward Jones, Langley, OK [Read More]
• Heikki erik von Hellens, CEPA, Erik von Hellens, Thomasville, GA [Read More]
• Aaron Von Qualen, CEPA, Edward Jones, Troy, IL [Read More]
• Mike Weed, CEPA, Edward Jones, Brentwood, TN [Read More]
• Allan Weiss, CEPA, Raymond James, Boca Raton, FL [Read More]
• Taylor Willhalm, CEPA, Prudential, Centralia, IL [Read More]
• Stephen Williams, CEPA, Edward Jones, Hendersonville, TN [Read More]
• Mark Wisneski, CEPA, Southern Incomes, Marietta, GA [Read More]
• Michael Wolnick, CEPA, Edward Jones, Fort Collins, CO [Read More]
• Thomas Wood, CEPA, Edward Jones Investments, Lubbock, TX [Read More]
• Masahiro Yamazaki, CEPA, Oxler Private Wealth LLC, Rye Brook, NY [Read More]
• Chris Yungstrom, CEPA, Edward Jones, Arvada, CO [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 enter 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 world's most widely accepted and endorsed professional exit planning program. 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 with 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) and 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.