162 CEPAs Join the EPI Network in February 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 February 2024

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

• Alexander Ainsley, CEPA, Merrill Lynch, Edmonds, WA [Read More]
• Alexa Alexander, CEPA, John Hancock, Boston, MA [Read More]
• Jill Arena, CEPA, Arena Enterprise Ltd., Solon, OH [Read More]
• Robert Arroyo, CEPA, RLA Financial, Safety Harbor, FL [Read More]
• Floyd Bernard, CEPA, Benchmark Wealth Advisory, Batton Rouge, LA          [Read More]
• William Bissett, CEPA, Portus Wealth Advisors, Charlotte, North Carolina    [Read More]
• Brandon Blell, CEPA, EOS Worldwide/Brandon E. Blell, LLC, Denver, North Carolina [Read More]
• Samuel Boddicker, CEPA, Edward Jones, Bloomington, MN [Read More]
• Robert Bove, CEPA, The 4:8 Group, Avon, OH [Read More]
• Jerry Bowman, CEPA, Jerry Bowman/Merrill Lynch, Medford, MA [Read More]
• Douglas Bradley, CEPA, Capital Stewardship Group, LLC, La Jolla, CA          [Read More]
• Michael Brady, CEPA, Generosity Wealth management, LLC, Boulder, CO     [Read More]
• Todd Brand, CEPA, Brand Asset Management Group, LLC, Chesterfield, MO [Read More]
• Stan Breon, CEPA, Accumus Advisors, LLC, Lawrenceville, GA [Read More]
• Danielle Brown, CEPA, BE Wealth, Salina, KS [Read More]
• Jeremy Brown, CEPA, Merrill Lynch, Charlotte, NC [Read More]
• Sarah Brown, CEPA, Edward Jones, La Porte, IN [Read More]
• Brian Burke, CEPA, Montis Financial, Holliston, MA [Read More]
• Shelley Cairns, CEPA, Morgan Stanley, Walnut Creek, CA [Read More]
• Sydney Cale, CEPA, SYM Financial Advisors, Fort Wayne, IN [Read More]
• Benjamin Calhoun, CEPA, SBDC, Pendleton, SC [Read More]
• Brendan Callahan, CEPA, Merrill Lynch, Cambridge, MA [Read More]
• Paul Camhi, CEPA, The Wealth Alliance, Melville, NY  [Read More]
• Seth Cave, CEPA, Raymond James, Omaha, NE [Read More]
• Kenneth Chapel, CEPA, WesBanco Bank, Pittsburgh, PA [Read More]
• George Christo-Baker, CEPA, Merrill Lunch, Chicago, IL [Read More]
• Jason Christopher, CEPA, Synovis Bank, Charleston, SC [Read More]
• John Clark, CEPA, Cogent Private Wealth, Naples, FL [Read More]
• Nathan Collins, CEPA, Raymond James, Stamford, CT [Read More]
• Thubten Comerford, CEPA, Transworld Business Advisors, Portland, OR         [Read More]
• Michael Contento, CEPA, Dundas & Royal York, Toronto, ON [Read More]
• Justin Cotroneo, CEPA, Morgan Stanley, Pompano Beach, FL [Read More]
• Richard Cox, CEPA, Sentinels Financial Group LLC, Severna Park, MD          [Read More]
  
• William Henry Crew, CEPA, Crew Wealth Management, San Luis Obispo, CA [Read More]
• Nidhi Dadlani, CEPA, Nevada State Bank, Las Vegas, NV [Read More]
• Gregory Damas, CEPA, Edward Jones, Thornton, ON [Read More]
• Lyndsey Davino, CEPA, First Choice Business Brokers Las Vegas, Las Vegas, NV [Read More]
• Geoffrey Del Bene, CEPA, Edward Jones, Oviedo, FL [Read More]
• Mark Dunn, CEPA, Edward Jones, Santa Rosa, CA [Read More]
• Gary Eaton, CEPA, Edward Jones, Dexter, MO [Read More]
• Tim Egart, CEPA, Brand Asset Management Group, Ballwin, MO [Read More]
• Emily Elfallah, CEPA, Integrity Financial Planning Inc., Roanoke, VA [Read More]
• Bryan Escarco, CEPA, Bryan Escarco, Williams Bay, WI [Read More]
  
• James Farmer, CEPA, FSG, Crystal Lake, IL [Read More]
• David Fletcher, CEPA, Edward Jones, Olathe, KS [Read More]
• Chris Flowers, CEPA, Edward Jones, Holly Springs, NC [Read More]
• Jacob Francis, CEPA, Edward Jones, Canon City, CO [Read More]
• Jesse Friedman, CEPA, Verve Team Solutions, Ponte Vedra Beach, FL         [Read More]
• David Furmanski, CEPA, Merrill Lynch, Tucson, AZ [Read More]
• Melissa Gauna, CEPA, Edward Jones, Liberty Hills, TX [Read More]
• Kelly Gilbert, CEPA, EFG, Grand Rapids, MI [Read More]
• Jeremy Gilliam, CEPA, Edward Jones, Rosenburg, OR [Read More]
• Kelli Grady, CEPA, John Handcock, Fairfield, CT [Read More]
  
• Matthew Guillory, CEPA, City National Bank, San Diego, CA [Read More]
• Brian Hammersley, CEPA, Morgan Stanley, Austin, TX [Read More]
• Roger Harris, CEPA, White Horse Financial, Inc, Fayetteville, NC [Read More]
• Jared Hauskins, CEPA, Edward Jones, Bozeman, MT [Read More]
• Michael Head, CEPA, Invesco, Charlotte, NC [Read More]
• Curtis Hearn, CEPA, Symphony Wealth, Atlanta, GA [Read More]
• Michael Hebdon, CEPA, Edward Jones, Marietta, GA [Read More]
• Stephen Hedrick, CEPA, Edward Jones, Raleigh, NC [Read More]
• Taylor Hodges, CEPA, Southern Capital, Tallahassee, FL [Read More]
• Cameron Holland, CEPA, Edward Jones, North Andover. MA [Read More]
  
• Craig Holtzen, CEPA, Edward Jones, Louisburg, KS [Read More]
• Eric Hotchkiss, CEPA, Edward Jones, Wheat Ridge, CO [Read More]
• Deborah Jarusiewicz, CEPA, Givitego Bookkeeping Solutions, Rockledge, FL      [Read More]
• Ryan Jennings, CEPA, RBC, Bettendorf, IA [Read More]
• Clark Jensen, CEPA, Edward Jones, Dacila, GA [Read More]
• Brian Jones, CEPA, WFA FiNet, Madison, AL [Read More]
• AnnMarie Jordan, CEPA, Exit Bound, Birmingham, AL [Read More]
• Tyler Juneau, CEPA, Edward Jones, Baton Rouge, LA [Read More]
• Kyle Kalkbrenner, CEPA, Thrivent, Litchfield, MN [Read More]
• Maya Keenan-Gallagher, CEPA, Twelve Points Wealth Management, Concord, MA [Read More]
  
• Bill Kehn, CEPA, Bill Kehn Realty, Essex, ON [Read More]
• Margaret Koosa, CEPA, The Alchemists, LLC, Stamford, VT [Read More]
• Adam Koyanagi, CEPA, UBS, Anaheim, CA [Read More]
• Stephen Krakower, CEPA, Janney Montgomery Scott LLC, Saratoga Springs, NY [Read More]
• Jason Larch, CEPA, Morgan Stanley, Wildwood, MO [Read More]
• Jordan Larsen, CEPA, JL Business Sales Limited, Auckland, New Zealand  [Read More]
• Robyn Lawhon, CEPA, Merrill Lynch, Lancaster, CA [Read More]
• Scott Lee, CEPA, Focus CFO - Scott Lee, Dublin, OH [Read More]
• James Lindsay, CEPA, Morgan Stanley, New York, NY [Read More]
• John Ludlow, CEPA, Commerce Trust, Kansas City, MO [Read More]
  
• Tsun-Yen Luo, CEPA, Morgan Stanley, Palm Beach, FL [Read More]
• Caleb Lyons, CEPA, Agency Brokerage Consultants, Melbourne, FL  [Read More]
• Stan Malecki, CEPA, Malecki Financial Group, Edison, NJ [Read More]
• Jason Marsh, CEPA, Tower 22 Equity, Palos Verdes Estates, CA [Read More]
• Austin Marshall, CEPA, Edward Jones, Greenville, SC [Read More]
• Timothy Martin, CEPA, JACO Advisory Group, Westerville, OH [Read More]
• Elizabeth McCullough, CEPA, Edward Jones, Olympia, WA [Read More]
• Nathan McDaniel, CEPA, Merrill Lynch, Key West, FL [Read More]
• Charles McDonald, CEPA, Cresscila, Seattle, OR [Read More]
• Doug McDowell, CEPA, Encore Advisory Group, Houston, TX [Read More]
  
• Brendan McMahon, CEPA, Merrill Lynch, Northridge, CA [Read More]
• Leslie McMullen, CEPA, Silver Oak Wealth Planning, Denver, CO [Read More]
• Scott Mergner, CEPA, The Mergner Group at Morgan Stanley, Potomac, MD      [Read More]
• Ryan Mitchell, CEPA, Edward Jones, Gladstone, MO [Read More]
• Amy Morin, CEPA, Thrīv Coaching, Green Valley, AZ [Read More]
• Ashley Morrissey, CEPA, Rise Up Business Coaching Ltd., St. Albert, AB     [Read More]
• Darryl Ng, CEPA, Morgan Stanley, Mountain View, CA [Read More]
• Shawn Nicol, CEPA, Edward Jones, Houston, TX [Read More]
• Mary Nolan, CEPA, Raymond James, Chicago, IL [Read More]
• Katie O'Boyle, CEPA, Wilmington Trust, Brooklyn, NY [Read More]
  
• Heidi Olson, CEPA, Edward Jones, Rosemount, MN [Read More]
• Tammi Ortega, CEPA, Alpina Wealth Management, Lake Oswego, OR          [Read More]
• Christian Ortez, CEPA, Christian Ortez, Roseville, CA [Read More]
• Phil Ouellette, CEPA, EOS Worldwide, Middleton, WI [Read More]
• Philip Palumbo, CEPA, Palumbo Wealth Management, Great Neck, NY        [Read More]
• John Pardue, CEPA, Merrill Lynch, Fort Worth, TX [Read More]
• Rachael Peeler, CEPA, Independent Financial Services, Land O' Lakes, FL   [Read More]
• Nicholas Penna, CEPA, Raymond James, Verona, NJ [Read More]
• Duane Peoples, CEPA, Peoples & Co Private Wealth Stewardship, Allentown, PA [Read More]
• Gregory Persico, CEPA, Merrill Lynch, New York, NY [Read More]
  
• Eugene Peysakh, CEPA, Brix Partners, Elmsford, NY [Read More]
• Bryan Piccirillo, CEPA, Edward Jones, Raleigh, NC [Read More]
• April Pope, CEPA, Pope Financial Planning, LLC, Cincinnati, OH [Read More]
• Robert Preseren, CEPA, Legacy Advisory, Columbia Station, OH [Read More]
• Robert Pyle, CEPA, Diversified Asset Management Inc, Boulder, CO [Read More]
• Ray Raggett, CEPA, Siphon Enterprises Corp., Maple Ridge, BC [Read More]
• Wayne Ramsey, CEPA, Merrill Lynch, Lufkin, TX [Read More]
• Linda Ratner, CEPA, Ratner Consulting, Lakehills, TX [Read More]
• Logan Reed, CEPA, Janney Montgomery Scott, Bradford, CT [Read More]
• Sean Reilly, CEPA, Morgan Stanley, South Kingstown, RI [Read More]
• Robert Rosenberger, CEPA, Financial Cornerstone Group, Rockledge, FL    [Read More]
• Torsten Saile, CEPA, Ironwood Family Wealth Advisors, Fountain Hills, AZ  [Read More]
• Brenda Sali, CEPA, Agency Brokerage, Melbourne, FL [Read More]
• Franck Saragossi, CEPA, Focus Forward Management, Boca Raton, FL       [Read More]
• Robert Scherzinger, CEPA, Columbia Wealth Management, Milwaukie, OR [Read More]
• Vickie Schilling, CEPA, Morgan Stanley, Rapid City, SD [Read More]
• James Schramm, CEPA, Schramm Financial Group, Valencia, CA [Read More]
• David Seagraves, CEPA, Trep Capital Group, LLC, Atlanta, GA [Read More]
• Wendy Seale, CEPA, Edward Jones, Plano Texas [Read More]
• Ryan Sherman, CEPA, Morgan Stanley, Napes, FL [Read More]
• Ryan Shuler, CEPA, UBS, Chevy Chase, MD [Read More]
• James Spangler, CEPA, Merrill Lynch, Houston, TX [Read More]
• Mark Springer, CEPA, Ortus Advisors, Bozeman, MT [Read More]
• Carol Staniar, CEPA, UBS, Annapolis, MD [Read More]
• Troy Starr, CEPA, Lazear Capital, Columbus, OH [Read More]
• Andrew Stoller, CEPA, Edward Jones, Bedford, NH [Read More]
• Brenton Stransky, CEPA, Ad Astra, LLC, Carlsbad, CA [Read More]
• Anthony Stritholt, CEPA, WEG, Loveland, OH [Read More]
• Darrell Dean Surface Jr., CEPA, Edward Jones, Bartlesville, OK [Read More]
• David Thompson, CEPA, Raymond James, Ashland, KY [Read More]
• Steve VanDerSchaff, CEPA, Raymond James, LeClaire, IA [Read More]
• Jenna VanLeeuwen, CEPA, Aligning Wealth, Jersey City, NJ [Read More]
• Tiffany Vaught, CEPA, Encuiro LLP, Los Angeles, CA [Read More]
• Devin Velnoskey, CEPA, Janney Montgomery Scott, Broomfield, CO             [Read More]
• Amy Walker, CEPA, The Exit School, Commerce, GA [Read More]
• Matthew Walls, CEPA, Edward Jones, Santa Rosa, CA [Read More]
• Lisa Walsh, CEPA, Morgan Stanley, Buffalo, NY [Read More]
• Joseph Walters, CEPA, Legacy Wealth Management, Sacramento, CA         [Read More]
• Danielle White, CEPA, Myriad Advisor Solutions, Waukee, IA [Read More]
• Steven Williams, CEPA, UBS, Madison, NJ [Read More]
• Ricky Winslow, CEPA, StackStone Wealth, Dubuque, IA [Read More]
• Michael Wright, CEPA, The Colony Group, Boston, MA [Read More]
• Tatiana Yagecic, CEPA, Best Business Brokers, Mount Pleasant, SC             [Read More]
• Josh Yelen, CEPA, ClearBooks, Wake Forest, NC [Read More]
• Stephen Yono, CEPA, Edward Jones, Commerce Township, MI [Read More]
• Mitchell York, CEPA, EOS Worldwide, West Sayville, NY [Read More]
• Glenn Young, CEPA, Concentrum Wealth Management, San Jose, 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 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.