158 CEPAs Join the EPI Network in March 2024

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 March 2024

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

• Andre Abi Awad, CEPA, Entreprenergy, Beirut, Lebanon [Read More]
• David Alleman, CEPA, Marquis Aurbach Chtd., Las Vegas, NV [Read More]
• Mike Alves, CEPA, Vida Private Wealth, Pasadena, CA [Read More]
• Scott Anderson, CEPA, Edward Jones, McKenny, TX [Read More]
• Ashley Arrington, CEPA, BIP Wealth, Nashville, TN [Read More]
• Juan Ayala, CEPA, Truist, Sarasota, FL [Read More]
• Ashley Bailey, CEPA, Edward Jones, San Antonio, TX [Read More]
• Ellenore Baker, CEPA, Carter Financial Management, Park City, TX [Read More]
• Matthew Barker, CEPA, Clarity Wealth, Newbury, FL [Read More]
• Leanne Beattie, CEPA, Edward Jones, London, ON [Read More]
• Patricia Bennett, CEPA, Raymond James, Louisville, KY [Read More]
• Joel Berntson, CEPA, Morgan Stanley, Seattle, WA [Read More]
• Jennifer Blackhurst, CEPA, Synovus, West Columbia, SC [Read More]
• Pendleton Bogache, CEPA, Pendleton Morgan Stanley, New York, NY [Read More]
• Kevin Brick, CEPA, Brick Business Law, P.A., Tampa, FL [Read More]
• Tari Kay Broderick, CEPA, Edward Jones, Billings, MT [Read More]
• Thomas Bryant, CEPA, Edward Jones, Roanoke, VA [Read More]
• Matt Burns, CEPA, Wells Fargo, Montgomery, AL [Read More]
• Steven Cantillo, CEPA, Corient, Brandon, FL [Read More]
• Neal Carlson, CEPA, Thrivent, Lake Elmo, MN [Read More]
• George Castrillon, CEPA, Royal Bank of Canada, Los Angeles, CA [Read More]
• William Cave, CEPA, Edward Jones, Albany, GA [Read More]
• Robert Cawley, CEPA, BCJL Management, LLC, New Tripoli, PA  [Read More]
• Richard Chewning, CEPA, HG Wealth Advisors, Columbia, SC [Read More]
• Randall Childress, CEPA, Edward Jones, Tyler, TX [Read More]
• Michael Clarkin, CEPA, Trilogy Consulting, Golden, CO [Read More]
• Dan Coleman, CEPA, D2, Calabasas, CA [Read More]
• Tristan Cooper, CEPA, UBS Financial Services, Inc., Ossining, NY [Read More]
• Dustin Cordier, CEPA, StepZero Coaching, Fayetteville, GA [Read More]
• Kimberly Damiani, CEPA, Summit Financial Group, San Ramon, CA [Read More]
• Daryl Dankwardt, CEPA, Edward Jones, Simcoe, ON [Read More]
• Edward Darragh, CEPA, Merrill Lynch, Newton, MA [Read More]
• Skylar Dean, CEPA, Edward Jones, Athens, TN [Read More]
  
• Chad Devens, CEPA, Edward Jones, Tomball, TX [Read More]
• Jordan Dickson, CEPA, Raymond James, San Antonio, TX [Read More]
• Michael Donofrio, CEPA, Donofrio Financial Management, LLC, Florham Park, NJ [Read More]
• Brendon Donovan, CEPA, John Hancock Investment Management, Bloomfield Hills, MI [Read More]
• Garrett Dresen, CEPA, Clarity Wealth Development, Carvallis, OR [Read More]
• Kevin Ducie, CEPA, UBS Financial Service, Inc., Hyannis, MA [Read More]
• Eric Edson, CEPA, Edward Jones, White Bear Lake, MN [Read More]
• Marie Elliott, CEPA, Oak Capital Financial Advisors, Port Allen, LA [Read More]
• Brent Elyea, CEPA, Raymond James, Austin, TX [Read More]
• Anthony Englert, CEPA, ALFA Advisory, Denver, CO [Read More]
  
• Patrick Faulkner, CEPA, Town Wealth Management, Charles City, VA [Read More]
• Joshua Fish, CEPA, Edward Jones, Bellingham, WA [Read More]
• David Ford, CEPA, Clark Wilson LLP, Vancouver, BC [Read More]
• Enock Freire, CEPA, Ameriprise Financial, Kailua Kona, HI [Read More]
• Jason Friday, CEPA, Citizens Wealth Management, Marshfield, MA [Read More]
• Yuji Fujii, CEPA, Morgan Stanley, Ossining, NY [Read More]
• Andrew Galler, CEPA, John Hancock Investment Management, Tempe, AZ [Read More]
• Ellen Galluccio, CEPA, National Philanthropic Trust, Stamford, CT [Read More]
• Shawn Gardner, CEPA, Edward Jones, Edmonton, AB [Read More]
• Mark Gargano, CEPA, L3 Holdings, Inc., Brentwood, TN [Read More]
  
• Scott Garrison, CEPA, Planned Exits, LLC, Bakersfield, CA [Read More]
• Rebecca Garvey, CEPA, Edward Jones, Grand Rapids, MI [Read More]
• Timothy Gomes, CEPA, Gomes Business Consulting, Farragut, TN [Read More]
• Joel Gravina, CEPA, Raymond James, Naples, FL [Read More]
• Alexander Guiliano, CEPA, Resonate Wealth Partners, Ridgewood, NJ [Read More]
• Jason Haddaway, CEPA, Wilmington Trust, Annapolis, MD [Read More]
• Daniel Hamilton, CEPA, Edward Jones, Indianapolis, IN [Read More]
• Simon Harrison, CEPA, Boss Group International, Celebration, FL [Read More]
• Christopher Hart, CEPA, Raymond James, Murrieta, CA [Read More]
• Walter Hartford, CEPA, Edward Jones, Beverly, MA [Read More]
  
• James Herdries, CEPA, LPL Financial, Huntington Beach, CA [Read More]
• Renee Hoff-Lacey, CEPA, Raymond James, Birmingham, MI [Read More]
• Jason Hsu, CEPA, Merrill Lynch, Newton, CT [Read More]
• Richard Hughes, CEPA, Sandy Bay Partners, Atlanta, GA [Read More]
• Katie Janda, CEPA, Morgan Stanley, Loveland, CO [Read More]
• Kirk Johnson, CEPA, Edward Jones, Ogden, UT [Read More]
• Nichole Kennedy, CEPA, First National Bank Alaska, Anchorage, AK [Read More]
• Rachael Kepke, CEPA, Summit Financial Group, San Ramon, CA [Read More]
• Carrie Kerpen, CEPA, The Whisper Group, Port Washington, NY [Read More]
• Andrew King, CEPA, Morgan Stanley, New York, NY [Read More]
  
• Rhett Kniep, CEPA, Centurion 7 Business Advisors, Rocklin, CA [Read More]
• Sean Kolloff, CEPA, The Kolloff Group, South Boston, MA [Read More]
• Larry Kopczynski, CEPA, Edward Jones, Lewiston, ID [Read More]
• Tayler Kottinger, CEPA, Raymond James, Reno, NV [Read More]
• Chris Langley, CEPA, Edward Jones, Cement City, MI [Read More]
• Aaron Lanteigne, CEPA, Lanteigne Tailored Planning, Indianapolis, IN  [Read More]
• Cheryl Lauer, CEPA, L10 Performance Solutions, Chesterfield, MO [Read More]
• Joseph Leary, CEPA, Opus Financial Partners, Bethlehem, PA [Read More]
• Robert LeRoy, CEPA, Merrill Lynch, Pittsford, NY [Read More]
• Michael Lewis, CEPA, Wellington Charles Advisors, LLC, Little Rock, AR [Read More]
  
• Jerry Lin, CEPA, JDFC - Lean Consulting Group, West Covina, CA [Read More]
• Sean Lynch, CEPA, Merrill Lynch, Boston MA  [Read More]
• Amber Lynn, CEPA, Edward Jones, Woodbridge, CA [Read More]
• Hunter MacWilliams, CEPA, Raymond James, West Bloomfield, MI [Read More]
• Ryan Malfitano, CEPA, Lawless, Edwards & Warren - Wealth Management, Boca Raton, FL [Read More]
• Jonathan Marquet, CEPA, Trust Point, Inc., Minneapolis, MN [Read More]
• Karl Maurer, CEPA, Merrill Lynch, New Lenox, IL [Read More]
• Ben Mayo, CEPA, JPMorgan Case & Co., New York, NY [Read More]
• Andrew Mayon, CEPA, Edward Jones, Greensboro, NC [Read More]
• Kyle McCord, CEPA, K.B. McCord & Co., McCordsville, IN [Read More]
  
• Robert McDonald, CEPA, Ameriprise Financial, Houston, TX [Read More]
• Casey McFarland, CEPA, Principal Asset Management, Bainbridge Island, WA [Read More]
• Russell McGuire, CEPA, SDG Strategy, Overland Park, KS [Read More]
• Michael McLaughlin, CEPA, Raymond James, St. Petersburg, FL [Read More]
• Greg Molfino, CEPA, First Hawaiian Bank, Kailua Kona, HI [Read More]
• Benjamin Morrow, CEPA, Insight Wealth Group, West Des Moines, IA [Read More]
• Jason Mubarak, CEPA, Morgan Stanley, Rancho Santa Fe, CA [Read More]
• Trenton Murfin, CEPA, Edward Jones, Quincy, IL [Read More]
• Bryan Nakamoto, CEPA, Spectrum Wealth Management, LLC, Honolulu, HI [Read More]
• Brian Oard, CEPA, Wilmington Trust, Thousand Oaks, CA [Read More]
  
• Bryan Oglesby, CEPA, Wealth Intelligence, Zebulon, GA [Read More]
• Adam Olenick, CEPA, Edward Jones, Canton, OH [Read More]
• Katherine Paisley, CEPA, Self-Employed, Lexington, KY [Read More]
• Eric Palumbo, CEPA, Flower City Advisory, North Chili, NY [Read More]
• Gregory Parrish, CEPA, Edward Jones, Leesburg, GA [Read More]
• Donald Paul, CEPA, Edward Jones, Lafayette, LA [Read More]
• Glen Payne, CEPA, Edward Jones, Punta Gorda, FL   [Read More]
• Ash Playsted, CEPA, Paladin Partners, Ballarat North, Victoria [Read More]
• Jesse Porter, CEPA, Jesse Porter , Orange, CA [Read More]
• Greg Powell, CEPA, Fifth Ridge Ventures, Apohaqui, NB [Read More]
  
• Carl Raggio, CEPA, Edward Jones, King City, CA [Read More]
• James Riley, CEPA, UBS Financial Services, Inc., Newport Beach, CA [Read More]
• David Robinson, CEPA, SMT Business Strategies, Saskatoon, SK [Read More]
• Sam Rogers, CEPA, Onawa Group, LLC, Excelsior, MN [Read More]
• Brant Rustich, CEPA, Morgan Stanley, La Mesa, CA [Read More]
• Daniel Ryan, CEPA, Alex Brown/Raymond James, Marblehead, MA [Read More]
• Armando Sallavanti, CEPA, MassMutual Greater Philadelphia, Moosic, PA [Read More]
• Don Santangelo, CEPA, Edward Jones, Pompton Plains, NJ [Read More]
• Zachary Schimmel, CEPA, Fries Financial Group, Chippewa Falls, WI [Read More]
• Thomas Schmidt, CEPA, Thomas A Schmidt & Associates, Inc., Oklahoma City, OK [Read More]
• Lea Schneider, CEPA, Edward Jones, Oconto, WI [Read More]
• Scott Schober, CEPA, Morgan Stanley, Plano, TX [Read More]
• Tess Segal, CEPA, UBS Financial Services, Inc., Chicago, IL [Read More]
• Brandon Shreve, CEPA, Thrivent, Lawrence, KS [Read More]
  
• Christopher Siegel, CEPA, John Hancock Investment Management, Tulsa, OK [Read More]
• Jesse Smith, CEPA, Bank of America, San Francisco, CA [Read More]
• Jeffrey Smith, CEPA, OWL Private Wealth Advisors, Bloomfield Hills, MI [Read More]
• Joseph Stabile, CEPA, MassMutual Greater Philadelphia, Freehold, NJ [Read More]
• Robert Stasiak, CEPA, Calder Capital, LLC, Commerce Charter Township, MI [Read More]
• Guy Steele, CEPA, Edward Jones, Kailua, HI,   [Read More]
• Benjamin Stewart, CEPA, Summit Group Strategies, Evening Shade, AR [Read More]
• Jason Stone, CEPA, Secura Financial Planning & Wealth Management, Orange, CA [Read More]
• Tabytha Studebaker, CEPA, SBDC, Greenville, SC [Read More]
• Nicholas Suarez, CEPA, Raymond James, Coral Gables, FL [Read More]
  
• David Sykes, CEPA, Edward Jones, Dallas, TX [Read More]
• Methavee Taveekitvatee, CEPA, Idolplanner, Bangkok, Thailand  [Read More]
• Stephanie Thiel, CEPA, Park Square Group at Morgan Stanley, Albuquerque, NM [Read More]
• Michael Toia, CEPA, Northern Trust Company, Denver, CO [Read More]
• Jessica Tomac, CEPA, Edward Jones, Jenison, MI [Read More]
• Ross Toohey, CEPA, Longbranch Capital, Richmond Heights, MO [Read More]
• Austin Travis, CEPA, Travis Financial, Lake Jackson, TX [Read More]
• Bruce Tynan, CEPA, Carson Wealth, Woods Cross, UT [Read More]
• Ann Marie Tyrrell, CEPA, Stifel, Palo Cedro, CA [Read More]
• Ryan Umbenhaur, CEPA, Edward Jones, El Cajon, CA [Read More]
  
• John Unice, CEPA, Keeler Thomas Management, LLC, Orem, UT [Read More]
• Christopher Van Dinter, CEPA, Edward Jones, Vancouver, WA [Read More]
• John VanderBaan, CEPA, VanderBann Financial Group, Inc., Hudsonville, MI      [Read More]
• Edwin Waingart, CEPA, Janney Montgomery Scott, Greenville, SC [Read More]
• Sarah Walter, CEPA, John Hancock Investment Management, Marblehead, MA [Read More]
• Dale Warner, CEPA, Merrill Lynch, Colorado Springs, CO [Read More]
• Nicholas Westendorf, CEPA, Morgan Stanley, San Diego, CA [Read More]
• Rich Wiggins, CEPA, First National Bank Alaska, Anchorage, AK [Read More]
• Steven Williams, CEPA, Raymond James, Salt Lake City, UT [Read More]
• Jonathan Yocum, CEPA, Merrill Lynch, St. Paul, MN [Read More]
  
• George Zaki, CEPA, Janney Montgomery Scott, New York, NY [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 2024.

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.