160 CEPAs Join the EPI Network in October 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 October 2023

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

• Nicholas Alexander, CEPA, Edward Jones, Ann Arbor, MI [Read More]
• Samuel Alexander, CEPA, ifgomaha.com, Omaha, NE [Read More]
• Jacob Allen, CEPA, Stifel, Frontenac, MO [Read More]
• Miguel Alvarez, CEPA, Synovus, Naples, FL [Read More]
• Matthew Armentrout, CEPA, Edward Jones, Highland, IL [Read More]
• Kristen Arrington, CEPA, Edward Jones, Duncan, OK  [Read More]
• Gregory Avallon, CEPA, Capstone Partners, Westlake Village, CA [Read More]
• Jason Ayala, CEPA, InReach Wealth Advisors, Scottsdale [Read More]
• Tricia Barrera, CEPA, Edward Jones, New Orleans, LA [Read More]
• Averyl Basolo, CEPA, Edward Jones, Black Mountain, NC [Read More]
• Terry Belken, CEPA, Dupaco Financial Services, Dubuque, IA [Read More]
• Marc Bickley, CEPA, Edward Jones, Eugene, OR [Read More]
• Whitney Blasko, CEPA, Merrill Lynch, Wayzata, MN [Read More]
• Daren Blonski, CEPA, Daren Blonski, Sonoma, CA [Read More]
• Duane Bolinger, CEPA, Bolinger Solutions, Beaverton, OR [Read More]
• Brennon Bowen, CEPA, PROFi, Pleasant Grove, UT [Read More]
• Josh Brehm, CEPA, Merrill, Grand Blanc, MI [Read More]
  
• Matthew Buckland, CEPA, Edward Jones, Orlando, FL [Read More]
• Karen Burke, CEPA, Synovus, Pensacola, FL [Read More]
• Matthew Burkey, CEPA, Edward Jones, Lynchburg, VA [Read More]
• Ronnalee Bury-Prince, CEPA, Ambassador Consulting Solutions, Warrenville, IL [Read More]
• David Castelli, CEPA, Merrill Lynch, NJ [Read More]
• David Chabucos, CEPA, Edward Jones, Kennesaw, GA  [Read More]
• Gregory Chapman, CEPA, Morgan Stanley, Grand Rapids, MI [Read More]
• Nicholas Cirbo, CEPA, Invesco, Newbury Park, CA [Read More]
• Tracy Clifford, CEPA, Aliso Viejo, CA [Read More]
• Tyler Codd, CEPA, Sturgill & Associates, LLP, Westminster, MD [Read More]
• Christopher Combs, CEPA, Merrill Lynch, Chapel Hill, NC [Read More]
• Joseph Conklin, CEPA, Sturgill & Associates, LLP, Westminster, MD [Read More]
• Bennett Conklin, CEPA, Edward Jones, Tempe, AZ [Read More]
• Michael Cooley, CEPA, Coghill Investment Strategies, LLC, Pittsburgh, PA [Read More]
• Chris Cox, CEPA, Baker Tilly, San Francisco, CA [Read More]
• Michael Cymbal, CEPA, Mariner Wealth Advisors, Overland Park, OH [Read More]
• Stephen Davos, CEPA, John Hancock Investment Management, Zionsville, IN [Read More]
• Melissa Dayhoff Bratton, CEPA, Edward Jones, Selinsgrove, PA [Read More]
• Ryan DeProsperis, CEPA, Morgan Stanley, Oak Brook, IL [Read More]
• Ryan Devlin, CEPA, Sturgill & Associates, LLP, Westminster, NJ [Read More]
• Nicholas DiFalco, CEPA, Ameriprise, Westport, NY [Read More]
• Brian Dwyer, CEPA, Edward Jones, Woodland, CA [Read More]
• Daniel Ebert, CEPA, Merrill Lynch, New York, NY [Read More]
• Arnold Eichhof, CEPA, Cornerstone financial Group, St. Petersburg, FL [Read More]
• Erin Eiras, CEPA, InVestra Financial, Jacksonville, FL [Read More]
• Jonathan Emerson, CEPA, Edward Jones, Lacey, WA [Read More]
• Nicholas Estep, CEPA, Morgan Stanley, Richmond, VA [Read More]
• Anthony Fagella, CEPA, Raymond James, Greenwich, CT [Read More]
• Matthew Feigin, CEPA, Merrill Lynch, Miami, FL [Read More]
• Jeremy Feinberg, CEPA, Feinberg Financial LLC, Gaithersburg, MD [Read More]
• Michael Finnell, CEPA, HUB International, Moon Twp., PN [Read More]
• Meredith Fiocchi, CEPA, Wells Fargo, Schaumburg, IL [Read More]
• Eric Fountain, CEPA, Pinnacle Asset Management, Memphis, TN [Read More]
• Randall Franklin, CEPA, Franklin Wealth Management Inc, Madisonville, KY [Read More]
• David Freno, CEPA,  TransitioNext Advisors, Cleveland, OH [Read More]
• Alin Frentzen, CEPA, Raymond James, St. Petersburg, MO [Read More]
• Bradley Frisk, CEPA, Legacy Wealth Management, Sacramento, CA [Read More]
• Mitchell Fulton, CEPA, Merrill Lynch, San Jose, CA [Read More]
• John Fulwider, CEPA, gear80, Lincoln, NE [Read More]
• Juan Garcia, CEPA, Morgan Stanley, Austin, TX [Read More]
• Phillip Garrison, CEPA, First Citizens Bank, Charlotte, NC [Read More]
• Jeff Gendron, CEPA, Ledyard Financial Advisers, Concord, NH [Read More]
• James Gillin, CEPA, RBC, Conshohocken, PA [Read More]
• Jorge Gonzalez, CEPA, Merrill Lynch, Miami, FL [Read More]
• Ashley Gonzalez, CEPA, Edward Jones, Chula Vista, CA [Read More]
• David Guerrero, CEPA, David Guerrero,  Chicago, IL [Read More]
• Samantha Haas, CEPA, WestPac Wealth Partners, Honolulu, HI [Read More]
• Darion Haggerty, CEPA, Edward Jones, Temecula, CA [Read More]
• Cal Halliburton,  CEPA, Catalyst, Atlanta, GA [Read More]
• Quinton Hanson, CEPA, Edward Jones, Sun Prairie, WI [Read More]
• Brook Hart,  CEPA, Presilium Private Wealth, Radnor, PA [Read More]
• Carli Harvey, CEPA, KDP Wealth Management, Medford, OR [Read More]
• Bridget Hattingh, CEPA, ERPEPI, Silverthorne, CO [Read More]
• David Hibschman, CEPA, Edward Jones, Wyoming, MI [Read More]
• Jennifer Hollers, CEPA, Kestra Financial, Lakeway, TX [Read More]
• Ryan Hurst, CEPA, RKL, Wyomissing, PA [Read More]
• Catherine Jenkins, CEPA, Edward Jones, Frisco, TX [Read More]
• Agatha Johnson, CEPA, WillKate, Sioux Falls, SD [Read More]
• Daniel Johnson, CEPA, Daniel Johnson - Windfall Advisors, Santa Monica, CA [Read More]
• Michelle Johnson, CEPA, Edward Jones, Longboat Key, FL [Read More]
• Adam Jones, CEPA, BNY Mellon, Pittsburgh, PA [Read More]
• Ann Kaplan, CEPA, RENT A GENIUS, Fort Meyers, FL [Read More]
• Rodney Kenner, CEPA, Advisors Excel, Topeka, KS [Read More]
• Andrea Key, CEPA, KeyBright, Reston, VA [Read More]
• Jessica Koppe, CEPA, Edward Jones, Steamboat Springs, CO [Read More]
• Scott Kuehl, CEPA, Strong Tower Group, Nisswa, MN [Read More]
• Casey Larson, CEPA, Larson & Larson Financial, Edina, MN [Read More]
• Iris Lee, CEPA, Raymond James, Los Angeles, CA [Read More]
• Leron Lehman, CEPA, North Group Consultants, Lititz, PA [Read More]
• Daniel Logan, CEPA, Edward Jones, Pelham, AL  [Read More]
• Joe Lorenz, CEPA, COO Outsourced, Columbus, OH [Read More]
• Isaac Maestre, CEPA, Merrill Lynch, Coral Gables, FL [Read More]
• Johny Makhijani, CEPA, Ameriprise Financial, Tustin, CA [Read More]
• Jim Marren, CEPA, Nevada Family Wealth, Reno, NV [Read More]
• Christine Marshall, CEPA, Schneider Downs and Co., Inc., DeWitt, MI [Read More]
• Michael Martin, CEPA, Fiduciary Financial Advisors, Grand Rapids, MI [Read More]
• David Masters, CEPA, Edward Jones, Scottsdale, AZ [Read More]
• William Matis, CEPA, Edward Jones, Indianapolis, NV [Read More]
• Adalberto Maulini, CEPA, Private Wealth Management of Coral Gables/Raymond James, Coral Gables, FL [Read More]
• Christine Maxfield, CEPA, Purpose First Advisors, St. Louis, MO [Read More]
• Mark Mayer, CEPA, Synovus Securities, Inc, Cumming, GA [Read More]
• Paul McCreight, CEPA, Edward Jones, Roseville, MN [Read More]
• Alicia McGovern, CEPA, Edward Jones, Belleville, MI [Read More]
• Evan McGrath, CEPA, Allworth Financial, Addison, TX  [Read More]
• Miranda McKee, CEPA, Encore Advisory Group, Houston, TX  [Read More]
• Sergey Merkushev, CEPA, International Business Associates (IBA), Bellevue, WA [Read More]
• Jason Mertz, CEPA, Truist Financial, Charlotte, NC [Read More]
• Kristina Meyers, CEPA, Addison Avenue Investment Services, Fort Collins, CO [Read More]
• Brian Moen, CEPA, NewLifeCFO, Dallas, TX [Read More]
• Jolene Nauman, CEPA, Edward Jones, Norman, OK [Read More]
• Chris Nelson, CEPA, KEB, Springfield, IL [Read More]
• Ozair Niazi, CEPA, Edward Jones, Parsippany, NJ [Read More]
• Ben Nicholson, CEPA, Raymond James, Buffalo, NY [Read More]
• Donnie Nielsen, CEPA, Columbia Private Bank, Roseville, CA [Read More]
• Steven Nuccio, CEPA, UBS Financial Services, Denver, CO [Read More]
• Allen Parker, CEPA, Edward Jones [Read More]
• Lynsey Peterson, CEPA, Catalyst Integrators, York, SC [Read More]
• Gregory Phelps, CEPA, Edward Jones, Rockledge, FL [Read More]
• Nathan Philbrook, CEPA, Edward Jones, Holly Springs, NC [Read More]
• Carlos Ramirez, CEPA, Merrill Lynch, Indianapolis, IN [Read More]
• Leslie Ramsey, CEPA, Columbia Private Bank, Vancouver, WA [Read More]
• Joseph Richter, CEPA, Edward Jones, Corpus Christi, TX [Read More]
• Alexander Rinehart, CEPA, UBS Financial Services, Inc., Cincinnati, OH [Read More]
• Michael Roper, CEPA, Canopy Roads Advisors, Tallahassee, FL [Read More]
• Julio Roque, CEPA, Synovus, Fort Lauderdale, FL [Read More]
• Anthony Rowley, CEPA, Edward Jones, Rochelle, IL [Read More]
• Keeli Rule, CEPA, Rule Growth Capital, Frisco, TX  [Read More]
• Rod Russell, CEPA, Farther Finance, Crystal Lake, IL [Read More]
• Elizabeth Santin, CEPA, Libby Santin Consulting, Chattanooga, TN [Read More]
• Michael Sava, CEPA, Synovus, Atlanta, GA [Read More]
• Evan Savarick, CEPA, Wells Fargo, New York, NY [Read More]
• Blake Scherr, CEPA, Merrill Lynch, Vienna, VA [Read More]
• Rick Schreiber, CEPA, Rick Schreiber at ATA, Jackson, GA [Read More]
• Lucas Scocchia, CEPA, Pioneer Financial, New York, NY [Read More]
• Adam Silverman, CEPA, AQR, Greenwich, CT [Read More]
• Timothy Sparks, CEPA, Edward Jones, Salem, OR [Read More]
• Bogdan Stetic, CEPA, Manulife Securities Incorporated, Burlington, ON [Read More]
• Christopher Stevenson, CEPA, Morgan Stanley, San Antonio, TX [Read More]
• Allen Stockbridge, CEPA, bxb Business Brokers, Bellingham, WA [Read More]
• Andrew Thomaides, CEPA, Entegro Business Solutions, Boulder, CO [Read More]
• James Thomas, CEPA, Edward Jones, Marshall, TX [Read More]
• Nelson Thompson, CEPA, Morgan Stanley, Charlotte, NC [Read More]
• Anne Trinh, CEPA, Family Wealth Counseling, Austin, TX [Read More]
• Ryan Tungseth, CEPA, 4t Creative, Fergus Falls, MN [Read More]
• Grant Ulrick, CEPA, LPL Financial LLC, Danbury, CT [Read More]
• Wendy VanCleve, CEPA, Fountain Financial Group, Memphis, FL [Read More]
• Justin Vartanian, CEPA, Brouwer, DeJong, & Associates, Frenso, CA [Read More]
• Jacob Vehring, CEPA, Edward Jones, Windsor, WI [Read More]
• Kristy Visconti, CEPA, Merrill Lynch Wealth Management, Scottsdale, AZ [Read More]
• Stephen Wagner, CEPA, Integrity Wealth Advisors, Inc, Ventura, CA [Read More]
• Hannah Walsh, CEPA, Edward Jones, Streetsboro, OH [Read More]
• Justin Watkins, CEPA, Edward Jones, Lake Tapps, WA [Read More]
• Patrick Wayland, CEPA, Merrill Lynch, Darien, CT [Read More]
• Stacia Weinstein, CEPA, Edward Jones, Phoenix, AZ [Read More]
• Madison White, CEPA, Integrity Financial Planning, Inc, Roanoke, VA [Read More]
• Mark Whitney, CEPA, Grateful Wealth Management Group of Wells Fargo Advisors, Manchester, NH [Read More]
• Heiko Wiedmann, CEPA, Wiedmann Consulting LLC, Santa Ana, CA [Read More]
• Susan Wiley, CEPA, Edward Jones, Grande Prairie, AB [Read More]
• Gray Wirth, CEPA, The Center, Dublin, PN [Read More]
• Samuel Wolfe, CEPA, Morgan Stanley, Anchorage, AR [Read More]
• Jeramy Woods, CEPA, Edward Jones, Los Vegas, NV [Read More]
• David Wootton, CEPA, Wealth Enhancement Group, Novato, CA [Read More]
• Yi Zhou, CEPA, BMO, San Francisco, CA [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.