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by Member Experience on June 6, 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 May 2024
Please join us in congratulating and welcoming the newest Certified Exit Planning Advisors to join the growing exit planning community
- Donna Alberts, CEPA, Edward Jones, Weatherford, TX
- Jon Albright, CEPA, Edward Jones, Austin, TX
- Erik Almquist, CEPA, Thrivent, Scottsdale, AZ
- Jarrad Aman, CEPA, WillKate, Aberdeen, SD
- Matthew Amman, CEPA, Merrill Lynch, Savannah, GA
- Robert Arenson, CEPA, Arenson Advisory Services, LLC, Charlotte, NC
- Lyn Askin, CEPA, Power Up Consultants, LLC, Lafayette, LA
- Bowen Banbury, CEPA, Secret Weapon Coaching, Highlands Ranch, CO
- Mark Barone, CEPA, Edward Jones, Leawood, KS
- Bryan Barts, CEPA, Plancorp, St. Louis, MO
- Kevin Brazell, CEPA, Merrill Lynch, Columbia, SC
- Laiken Beckley, CEPA, Edward Jones, Bridgeport, WV
- Eric Bedritis, CEPA, Oswego Private Wealth Management, Tualatin, OR
- Noah Beecher, CEPA, Cipolla Financial Advisors, Santa Rosa, CA
- Joseph Benner, CEPA, Girard, Piperville, PA
- Tracy Bird, CEPA, Morgan Stanley, New York, NY
- Desmond Blue, CEPA, Merrill Lynch, Canton, GA
- Paul Bode, CEPA, Savant Wealth Management, Winfield, IL
- Andrew Bodin, CEPA, Lightheart Sanders, Madison, MS
- Rachel Bonkowski, CEPA, John Hancock Investment Management, Chesterfield, MO
- Matthew Bowen, CEPA, Edward Jones, Starkville, MS
- Hans Brase, CEPA, Morgan Stanley, Minneapolis, MN
- Chris Breen, CEPA, Legacy Capital, Owings Mills, MD
- Justin Brown, CEPA, Edward Jones, Prosper, TX
- Brody Brumm, CEPA, Edward Jones, Westfield, IN
- Jonathan Bryan, CEPA, Edward Jones, Austin, TX
- Steven Buck, CEPA, Edward Jones, Ladera Ranch, CA
- Bruce Burns, CEPA, Merrill Lynch, Atlanta, GA
- Rebecca Burns, CEPA, Edward Jones, Cumberland, WV
- James Butcher, CEPA, Ameriprise Financial, Estero, FL
- Cody Cabler, CEPA, Bluecrest Financial Alliances, Oklahoma City, OK
- Caleb Callahan, CEPA, Valmark Financial Group, Akron, OH
- Patrick Callahan, CEPA, McGovern Wealth Group, Moon Township, PA
- Chris Canada, CEPA, Thrivent, Sylvania, OH
- Austin Carey, CEPA, J.P. Morgan, Chicago, IL
- Linette Carlson, CEPA, RBC, Eden Prairie, MN
- Noni Carter, CEPA, Edwards Jones, Fairburn, GA
- Steve Case, CEPA, Michigan Retirement Advisors, Bloomfield Hills, MI
- Anthony Casserino, CEPA, Fuoco Group, Boynton Beach, FL
- Nathan Chapman, CEPA, Truist, Health, TX
- Stan Choo, CEPA, Perennial Financial, Los Angeles, CA
- Lorie Clements, CEPA, Clements Solutions, LLC, Solana Beach, CA
- Kelle Corvin, CEPA, South Carolina SBSC, Greenville, SC
- Dan Courtney, CEPA, Alex.Brown, Avondale, VA
- Daniel Coyle, CEPA, Edward Jones, Lithia, FL
- Randall Crockett, CEPA, Self-Employed, Rancho Murieta, CA
- Renzo Dancourt, CEPA, Mallku, Ladera Ranch, CA
- Jacob Dax, CEPA, Dax Wealth Management Group, Hermosa Beach, CA
- Crystal Dempsey, CEPA, Edward Jones, Garner, NC
- David DeVita, CEPA, Girard, Maple Glen, PA
- Chris Dibble, CEPA, Morgan Stanley, West Hartford, CT
- Matthew Doherty, CEPA, Carnegie Private Wealth, Charlotte, NC
- Bill Eaton, CEPA, Merrill Lynch, Crystal Lake, IL
- Mark Eaton, CEPA, Edward Jones, Oak Creek, CO
- Austin Evans, CEPA, Profitable Ideas Exchange, Bozeman, MT
- Ingrid Falip, CEPA, Merrill Lynch, Edmonds, WA
- Arif Fareed, CEPA, Edward Jones, Maitland, FL
- Luke Ficken, CEPA, Thrivent, Fairview, TN
- Paul Fredrickson, CEPA, Edward Jones, Sunrise Beach, TX
- Amanda Gadacz, CEPA, Edward Jones, Granger, IN
- Owen Gaddis, CEPA, Janney Montgomery Scott, Atlanta, GA
- Nicholas Garl, CEPA, Edward Jones, Tustin, CA
- Daniel Gaukel, CEPA, Corient, St. Petersburgm FL
- Sean Gavin, CEPA, Merrill Lynch, New York, NY
- Edmund Gillooley, CEPA, Cogent Analytics Inc., Elkin, NC
- Brian Gilmer, CEPA, South Carolina SBDC, Greenville, SC
- Timothy Golas, CEPA, Spurstone, Higganum, CT
- Chelsea Gonzales, CEPA, Root Financial Partners, McKenny, CA
- Mitchell Griep, CEPA, Pinnacle Trial Wealth Management, St. Louis Park, MN
- Justin Griffin, CEPA, Morgan Stanley, San Diego, CA
- Russell Grimm, CEPA, Edward Jones, Wyckoff, NJ
- Nicole Groskreutz, CEPA, Edward Jones, Fitchburg, MA
- Monica Hamilton, CEPA, Choreo, Charlotte, NC
- Sarah Hamlen, CEPA, Five Star Financial Group, White Sulphur Springs, MT
- Deanna Hawse-Beaudoin, CEPA, Edward Jones, Vernon, British Columbia
- Buster Hill, CEPA, Edward Jones, La Grange, TX
- Benjamin Howard, CEPA, Edward Jones, Calabasas, CA
- Tim Howard, CEPA, SilverStar Wealth Management, Inc., Cypress, TX
- Brandon Hughes, CEPA, Modern Loxley, Aspen, CO
- Lee Humphrey, CEPA, Edward Jones, Billings, MT
- Harvey Ivory, CEPA, Edward Jones, Aliso Viejo, CA
- Asa Jessee, CEPA, Edward Jones, Sherman, TX
- David Keck, CEPA, Morgan Stanley, Milton, DE
- Michael Kelley, CEPA, Costal Wealth Management, Branford, CT
- Robert Knox Hayes, CEPA, J.P. Morgan, New York, NY
- Jason Kozon, CEPA, Edward Jones, Foley, AL
- Bryan Krawchuk, CEPA, Edward Jones, Bonnyville, Alberta
- Brian LaFave, CEPA, Huntington Private Bank, Belmont, MI
- Gabriel Lajeunesse, CEPA, UBS Financial Services, Inc., South Burlington, VT
- Daniel Lasker, CEPA, Morgan Stanley, Long Beach, CA
- Jason Lavely, CEPA, Edward Jones, San Diego, CA
- Michael Leonard, CEPA, UBS Financial Services, Inc., Beverly Hills, CA
- Jackie Lewis, CEPA, J.P. Morgan, Yorba Linda, CA
- Bridger Loyd, CEPA, Edward Jones, McKinney, TX
- Jennifer Lucus, CEPA, Ameriprise Financial, Dublin, OH
- Ashley Maher-Widen, CEPA, Principal Financial Group, Des Monies, IA
- Donald Mandeville, CEPA, Truist, Tarpon Springs, FL
- Michael Marge, CEPA, Edward Jones, Foxboro, MA
- Christina Maroon, CEPA, Edward Jones, Scottsdale, AZ
- Ralph Marshall, CEPA, Extender Consulting, LCC, Wilmington, DE
- Brad Mart, CEPA, PivotPoint Company, Oswego, IL
- Andrew Mauss, CEPA, Samara Capital, Portland, OR
- James McClure, CEPA, The Northern Trust Company, Sarasota, FL
- Timothy McClurg, CEPA, Ameriprise Financial, Denver, NC
- Kris McDonald, CEPA, Edward Jones, Montgomery, TX
- Jimmy McKenna, CEPA, Janney Montgomery Scott, Hingham, MA
- Conrad McWatters, CEPA, Conrad McWatters, Katy, TX
- David Meador, CEPA, Mai, Little Rock, AR
- Paul Meinsen, CEPA, Edward Jones, Farmington, MO
- Belinda Miller, CEPA, Edward Jones, Winter Haven, FL
- Michael Mills, CEPA, Mills Wealth Advisors, LLC, Southlake, TX
- James Munro, CEPA, UBS Financial Services, Inc., Lewiston, NY
- Michael Murphy, CEPA, UBS Financial Services, Inc., Rockland, MA
- Stephen Nelson, CEPA, Mills Wealth Advisors, Southlake, TX
- Thomas Neustedter, CEPA, GNU Ventures, LLC, Tucson, AZ
- Vincent Neyland, CEPA, FocusCFO, Livonia, MI
- Cole Nicholson, CEPA, Pinnacle Trail Wealth Management, Hopkins, MN
- Dylan Nunez, CEPA, Synovus, Juno Beach, FL
- Jennifer O'Dell, CEPA, Morgan Stanley, Naples, FL
- John Okan, CEPA, Edward Jones, Bellingham, WA
- Timothy Parker, CEPA, FocusCFO, Wilmington, NC
- Neal Patel, CEPA, Valzy, Westfield, NJ
- Richard Paul, CEPA, Edward Jones, Jacksonville, FL
- Fred Petito, CEPA, Attain Leadership, Jersey City, NJ
- Anthony Pietroburgo, CEPA, Moneta Group, Clayton, MO
- Galan Pirkle, CEPA, Edward Jones, Austin, TX
- Maxwell Praught, CEPA, Max Praught, LLC, Sulphur Rock, AR
- Kyle Quinlivan, CEPA, Bank of America, Winston-Salem, NC
- Daniel Raeber, CEPA, Equity Financial Services, Kansas City, MO
- Simon Reeves, CEPA, Pasadena Private Wealth, Aliso Viejo, CA
- Bryan Reft, CEPA, Fragasso Financial Advisors, Bethel Park, PA
- Roberto Rinaldi Jr, CEPA, BizFit America, Winter Garden, FL
- Donovan Ritter, CEPA, Ritter Financial & Insurance Services, Inc., Prescott, AZ
- Christine Robinette, CEPA, Fragasso Financial Advisors, Bethel Park, PA
- Fredrick Robinson, CEPA, Edward Jones, Fortuna, CA
- Gabriel Rodriguez, CEPA, PNC Private Bank, Hampton, GA
- Wesley Rowlands, CEPA, O&R Partners, Laguna Hills, CA
- Jacob Rust, CEPA, Hudson Oaks Wealth Management, Mapleton, UT
- Kelcie Schiraldi, CEPA, Bury Financial Group, Columbiana, OH
- Michael Scoma, CEPA, Edward Jones, Southlake, TX
- Matthew Shetler, CEPA, Merrill Lynch, State College, PA
- Daniel Short, CEPA, Directional Asset Management, Arlington Heights, IL
- Katherine Silk, CEPA, Sterling Foundation Management, Cambridge, MA
- Seth Silverman, CEPA, Janney Montgomery Scott, Pittsburgh, PA
- Robert Simoneaux, CEPA, Edward Jones, Griffin, GA
- Mark Sislo, CEPA, Edward Jones, Township of Northville, MI
- Mark Slager, CEPA, Edward Jones, Goodyear, AZ
- Kevin Smith, CEPA, Janney Montgomery Scott, York, PA
- Griffin Smith, CEPA, SCS, Bellevue, WA
- Robert Stern, CEPA, RBC, McKinney, TX
- Todger Strunk, CEPA, Cayside Partners, Tequesta, FL
- Nader Tamadon, CEPA, Merrill Lynch, Alexandria, VA
- Scott Thurman, CEPA, TnT Premier Insurance Solutions, Thousand Oaks, CA
- Marshall-Ben Tisdale, CEPA, Edward Jones, Westford, MA
- Michael Torney, CEPA, Moneta, St. Louis, MO
- Joseph Trimble, CEPA, Root Financial Partners, Leesburg, VA
- Thomas Nicholas Tyszka, CEPA, Handler Thayer, LLP, Hinsdale, IL
- Randy Van Rooyen, CEPA, Trust Point, La Crosse, WI
- William Van Sant, CEPA, Girard, Hatfield, PA
- Brayden VanEss, CEPA, Thrivent Financial, Oostburg, WI
- Steven VanNostrand, CEPA, Raymond James, Houston, TX
- Logan Vaughn, CEPA, Edward Jones, Atlanta, GA
- Brandon Warner, CEPA, Edward Jones, Lake Havasu City, AZ
- Nicholas Warner, CEPA, Merrill Lynch, Slidell, LA
- Landon Weeks, CEPA, Janney Montgomery Scott, Smyrna, GA
- Timothy Weerasiri, CEPA, Ninety, Los Angeles, CA
- Brad Whitehead, CEPA, Vx Strategy, LLC, Englewood, CA
- John Whitley III, CEPA, Doodlebug Consulting, LLC, Edmond, OK
- Tyler Wiebe, CEPA, Edward Jones, Madison, SD
- Erin Wikstrom, CEPA, Doepel & Wikstrom Wealth Management, Naperville, IL
- Travis Willard, CEPA, Edward Jones, Scott Depot, WV
- Dan Wilson, CEPA, Viking M&A, Charlotte, NC
- Ty Withee, CEPA, Edward Jones, Delta, CO
- John Wohlgemuth, CEPA, Morgan Stanley, Washington, DC
- Darren Wurz, CEPA, Wurz Financial Services, Maumee, OH
- Jian Yang, CEPA, Edward Jones, Wayzata, MN
- Devaron Yates, CEPA, Wealth Development Strategies, LLC, Houston, TX
- Paul Zenker, CEPA, Edward Jones, Moorhead, MN
- Keegan Ziemer, CEPA, Edward Jones, Stevens Point, WI
- Evan Zollinger, CEPA, Mountain America Investment Services, West Jordan, UT
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.
