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by Member Experience on May 15, 2024
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 April 2024
Please join us in congratulating and welcoming the newest Certified Exit Planning Advisors to join the growing exit planning community
- Michael Adair, CEPA, CNR, Sylacauga, NY
- Brandon Agneberg, CEPA, Waypoint Capital Advisors, Hamel, MN
- Robert Bradley Alderfer, CEPA, Northwestern Mutual, Manchester, NH
- Erik Bagley, CEPA, Bagley Wealth, Folsom, CA
- Mellany Bagtas, CEPA, Morgan Stanley, New York, NY
- Michael Baker, CEPA, Vertex Capital Advisors, LLC, Rock Hill, SC
- Todd Barney, CEPA, Invesco, Burlingame, CA
- Doreen Binkiewicz, CEPA, DGL Business Solutions, Inc., Cranford, NJ
- Eric Bosveld, CEPA, B&A Corporate Advisors , London, Ontario
- Shawn Boyer, CEPA, Edward Jones, Edgewood, WA
- Kevin Brazell, CEPA, Merrill Lynch, Columbia, SC
- Katherine Breuss, CEPA, AccelerateGrowth45, Thiensville, WI
- Ashley Brothers, CEPA, Edward Jones, Newburyport, MA
- Elizabeth Brown, CEPA, Self-Employed, Maple Grove, MN
- Jim Butler, CEPA, Marcum Wealth, Glenmoore, OH
- Michael Calidonna, CEPA, Edward Jones, Panama City Beach, FL
- Craig Cameron, CEPA, Edward Jones, Bemidji, MN
- Oscar Cantu, CEPA, Morgan Stanley, Brooklyn, NY
- Jill Carr, CEPA, Stephens Wealth Management Group, Flint, MI
- Nicholas Cascarino, CEPA, Edward Jones, Eldersburg, MD
- Chris Chung, CEPA, Morgan Stanley, New York ,NY
- Cory Churchill, CEPA, Fortress Wealth Group, Winter Park, FL
- Lydia Coleman, CEPA, Highcrest Management Group, LLC, Santa Monica, California
- David Colin, CEPA, Raymond James, Emerson, NJ
- Ernie Lee Colvin II, CEPA, Edward Jones, Murfreesboro, TN
- Ryan Conoboy, CEPA, Inland Securities Corporation, Downers Grove, IL
- Steve Conte, CEPA, Beacon Retirement Planning Group, Palm Coast, FL
- Seth Cooper, CEPA, Edward Jones, Plainfield, IL
- Tyler Crump, CEPA, Edward Jones, Moses Lake, WA
- Cole Curran, CEPA, Via Growth Solutions, Tampa, FL
- Deepak Danavar, CEPA, UBS Financial Services, Inc., Los Angeles, CA
- Peter Daniels, CEPA, IFA Group, Baltimore, MD
- Matthew Dean, CEPA, Clemson - SBDC, Greenwood, SC
- Tyler Dean, CEPA, Edward Jones, Cary, NC
- David Doehring, CEPA, Fortress Financial Group, Rancho Mission Viejo, CA
- Todd Doleshal, CEPA, Elevated Retirement Solutions, Boulder, CO
- Brent Drever, CEPA, OnRivr Investments, Eagle, CO
- Sharon Duncan, CEPA, Selah Financial Services, Friendswood, TX
- Jason Durnan, CEPA, Merrill Lynch, Wilmington, DE
- Patricia Edwards, CEPA, Edward Jones, Dorsey, IL
- Thomas Ennis, CEPA, Truist Financial, Hendersonville, TN
- Voltaire Escalona, CEPA, Arsenal Capital Advisors, LLC, Plymouth Meeting, PA
- Michael Farley, CEPA, John Hancock Financial Services, Nashville, TN
- Andy Farquharson, CEPA, Self-Employed, Cambridge, Finland
- Samuel Fishman, CEPA, Morgan Stanley, Dallas, TX
- Jonathon FitzSimon, CEPA, PAX Financial Group, San Antonio, TX
- Brad Forrider, CEPA, MassMutual, Boardman, OH
- Thomas Foster, CEPA, Morgan Stanley, Indianapolis, IN
- Jared Friar, CEPA, Calder Capital, Grand Rapids, MI
- Antonio Garcia, CEPA, AG Business Consultant & Associates, Ottawa, Ontario
- Ryan Gerardy, CEPA, Thrivent, Altoona, IA
- Michael Gold, CEPA, Gold Family Wealth, LLC, Westport, CT
- Graham Goodwin, CEPA, Raymond James, Boston, MA
- Fred Gratz, CEPA, Westmoreland Capital, Buffalo, NY
- Bradley Grcevic, CEPA, Edward Jones, Lemont, IL
- David Greeley, CEPA, Edward Jones, Hanover, MD
- Isabel Halliday, CEPA, JPMorgan Chase & Co., Boca Raton, FL
- Marc Haring, CEPA, Edward Jones, Grayling, MI
- Kyle Harlow, CEPA, Edward Jones, Elk Grove, CA
- Nathan Harries, CEPA, Morgan Stanley, Atlanta, GA
- Matthew Harris, CEPA, Morgan Stanley, Cincinnati, OH
- Tiffany Harvill, CEPA, Edward Jones, New Orleans, LA
- Kelly Hendin, CEPA, Morgan Stanley, San Antonio, TX
- Jeffrey Herman, CEPA, Truist Financial Services, Oceanside, NY
- Matthew Hersch, CEPA, Morgan Stanley, Seattle, WA
- Robert Hewitt, CEPA, Wealth Enhancement Group, Fulton, MD
- Christian Hiles, CEPA, Morgan Stanley, Denver, CO
- Brian Howard, CEPA, Raymond James, Keller, TX
- Mike Huey, CEPA, Scalable Sales Solutions, Monticello, MN
- Matthew Hugg, CEPA, Hugg Consulting & Development, Redding, CA
- Michael Jackson, CEPA, Cresset Capital, Montecito, CA
- Thomas Jarmai, CEPA, Self-Employed, Toronto, Ontario
- Andrew Juntilla, CEPA, Salmon Bay Capital Advisors, Seattle, WA
- Wei Tao Kam, CEPA, Edward Jones, Calgary, Alberta
- Cassie Kang, CEPA, CK Wealth Management Group, LLC, Los Angeles, CA
- John Karasky, CEPA, Morgan Stanley, Seattle, WA
- Jessica Ketcham, CEPA, Edward Jones, Troy, IL
- Daniel King, CEPA, Edward Jones, Sand Springs, OK
- Jason Klann, CEPA, Tolarus Partners, Austin, TX
- Christopher Kramer, CEPA, Edward Jones, Rochester Hills, MI
- Cheryl Krinke, CEPA, Thrivent, Shoreview, MN
- Jeremy Lambert, CEPA, Janney Montgomery Scott, Bear, DE
- Jemal LeGrand, CEPA, Edward Jones, Miami, FL
- Scott Leak, CEPA, FP Transitions, Omaha, NE
- John Ledford, CEPA, Fortress Wealth Group, LLC, Winter Park, FL
- Mark Lindermoen, CEPA, Edward Jones, Prospect, KY
- Dominic Lopez, CEPA, Merrill Lynch, Chicago, IL
- Todd Luce Montgomery, CEPA, SilverTree Wealth Partners, Ashland, OR
- Davis Masella, CEPA, Edward Jones, Englewood, FL
- Allen McClure, CEPA, Gratium Wealth Planning, Birmingham, AL
- Luke McDonald, CEPA, Edward Jones, Fort Smith, AR
- John McKeegan, CEPA, Harrison Financial Services, Omaha, NE
- Paula McMillan, CEPA, Sterns Financial Group, Summerfield, NC
- Robyn Meredith, CEPA, Self-Employed, New York, NY
- Dwight Miller, CEPA, EOS Worldwide, Snohomish, WA
- Pete Mohr, CEPA, Simplifying Entrepreneurship, Elora, Ontario
- Dylan Mull, CEPA, Edward Jones, Chico, CA
- Stephen Murray, CEPA, GrowFast Human Capital Advisors, Ponte Vedra, FL
- Charles Norwood, CEPA, Morgan Stanley, Mountain Brook, AL
- Drew Osborne, CEPA, Merrill Lynch, New York, NY
- Christopher Peck, CEPA, Sequoia Financial Group, Akron ,OH
- Mariano Perez, CEPA, Edward Jones, Miami Springs, FL
- Jesse Perrault, CEPA, Edward Jones, Niantic, CT
- Matthew Pfister, CEPA, Merrill Lynch, Arlington Heights, IL
- Lance Pieper, CEPA, Concentrum Wealth Management, San Jose, CA
- Michael Porter, CEPA, Janney Montgomery Scott, Wilmington, CE
- Antonio Prado, CEPA, Platinum Business Solutions, LLC, Doral, FL
- Shavon Prophet, CEPA, BroadLeaf Advisor, Chicopee, MA
- Srbo Radisavljevic, CEPA, KRD Wealth Management LLC, Scaumburg, IL
- Amy Raisman, CEPA, Janney Montgomery Scott, Davie, FL
- Raja Ramachandran, CEPA, McKesson Medical Surgical, Glen Allen, VA
- John Ramsey, CEPA, UBS Financial Services, Inc., Atlanta, GA
- Troy Randall, CEPA, RBC, Clive, IA
- Jacob Reinhardt, CEPA, LGH Wealth Management, Minnetonka, MN
- Kimberly Renk, CEPA, Edward Jones, Ames, IA
- Timothy Roberts, CEPA, Edward Jones, Brighton, CO
- Marcus Robinson, CEPA, Edward Jones, Spender, IN
- Jon Roelofs, CEPA, Edward Jones, Maple Valley, WA
- Charles Rotherham, CEPA, Edward Jones, Green Bay, WI
- Michael Runyon, CEPA, Edward Jones, Highlands Ranch, CO
- Boris Rykov, CEPA, Business Sale Report Ltd., London, England
- Teresa Savage, CEPA, Merrill Lynch, Normandy Park, WA
- Carter Schmid, CEPA, Buckingham Strategic Partners, St. Louis, MO
- Lucas Sealy, CEPA, Edward Jones, Spring, TX
- Michael Shepardson, CEPA, Praeclarum NP, Inc., Winter Park, FL
- Andrew Sherman, CEPA, Raymond James, Syracuse, UT
- Jonathan Shore, CEPA, Shore Group Advisors, Kirkwood, MO
- Bryan Shuda, CEPA, Truist Financial, Kyle, TX
- Jordan Silverman, CEPA, UBS Financial Services, Inc., Austin, TX
- Wendy Simpson, CEPA, Bank of America, Clayton, MO
- Stephen Sklar, CEPA, Edward Jones, Port Townsend, WA
- Daniel Smith, CEPA, Signature Wealth Partners, Windermere, FL
- Matthew Smith, CEPA, Morgan Stanley, Dallas, TX
- Randy Smith, CEPA, Fairway Financial, Orlando, FL
- Jerome Sing, CEPA, Providend, Singapore, Singapore
- Jill Spatola, CEPA, Merrill Lynch, Punta Gorda, FL
- Sean Spencer, CEPA, Access Capital, Wichita, KS
- Martin Swarbrick, CEPA, Clear Waters, LLC, Lombard, IL
- Leslie Talbot, CEPA, Thrivent, Lake Elmo, MN
- Michael Tarrant, CEPA, Tarrant Financial, Roswell, GA
- Amber Trader, CEPA, Edward Jones, Issaquah, WA
- Quoc Tran, CEPA, Research Triangle, Morrisville, NC
- Sang Tran, CEPA, Edward Jones, Warr Acres, OK
- Connor Tripp, CEPA, Edward Jones, Hillsboro, OR
- Mary Twiddy, CEPA, Edward Jones, Fuquay-Varina, NC
- Tabetha Varwig, CEPA, Tamarisk Business Advisors, Toledo, OH
- Erica Vellanti, CEPA, Vallanti Consulting, St. Petersburg, FL
- Douglas Velnoskey, CEPA, Janney Montgomery Scott, Westminster, MD
- Angela Vetrano, CEPA, Edward Jones, Oklahoma City, OK
- David Wachs, CEPA, Handwrytten, Tempe, AZ
- Philip Waelbrock, CEPA, Edward Jones, Elk Grove, CA
- Colin Webb, CEPA, Ash Brokerage, Columbia, TN
- Lawrence Weber, CEPA, Merrill Lynch, Jacksonville, FL
- Wes Wessel, CEPA, Wessel & Associates, Willis, TX
- James West, CEPA, CCS Partners, LLC, Wilmington, NC
- Philip West, CEPA, Edward Jones, Tulsa, OK
- Justin Wheatley, CEPA, Edward Jones, Denison, TX
- Jimmy Wheeler, CEPA, Edward Jones, Murfreesboro, TN
- David Whitlock, CEPA, Edward Jones, Middlesboro, KY
- Jeffrey Wicklund, CEPA, John Handcock Financial, Loudonville, NY
- Kevin Willmot, CEPA, Edward Jones, Greenville, SC
- Jay Wilson, CEPA, Edward Jones, Dallas, TX
- John Parker Wilson, CEPA, Morgan Stanley, Birmingham, AL
- Sue Wong, CEPA, Shannan Walter Wealth Advisors, LLC, Daly City, CA
- Mark Zurowski, CEPA, Edward Jones, Green Bay WI
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.
