187 CEPAs Join the EPI Network in August 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 July 2023

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

• Erik Anderson, CEPA, Equitable Advisors, Oak Brook, IL  [read more]
• Connor Antonson, CEPA, Edward Jones, Laguna Hills, CA  [read more]
• Anthony Apostolidis, CEPA, LPL, Stockton, CA  [read more]
• Justin Ashley, CEPA, Edward Jones, Moses Lake, WA  [read more]
• David Babic, CEPA, Edward Jones, Barre, VT  [read more]
• Brenda Baier, CEPA, Fiduciary Financial Advisors, Westfield, IN  [read more]
• Ellen Bailey, CEPA, Morgan Stanley, Waccabuc, NY  [read more]
• David Baker, CEPA, WorkForce Strategies Midwest, St. Louis, MO  [read more]
• Sabina Baker, CEPA, ERPEPI, Rockledge, FL  [read more]
• Daralee Barbera, CEPA, Diversified Professional Coaching, Long Beach, CA  [read more]
• Andrew Barninger, CEPA, Personal Wealth Advisory LLC, Lancaster, PA  [read more]
• Katherine Baum, CEPA, Morgan Stanley, Pittsburgh, PA  [read more]
• Robert Brian Beall, CEPA, Beall Advisory Group, Carmel, IN  [read more]
• Casey Benny, CEPA, John Hancock, Tempe, AZ  [read more]
• Paul Berardo, CEPA, Edward Jones, Ewa Beach, HI  [read more]
• Charles Bevan, CEPA, Wells Fargo, Charlotte, NC  [read more]
• Derek Bohm, CEPA, RBC Wealth Management, Green Bay, WI  [read more]
• Justin Botham, CEPA, Merrill Lynch, Minneapolis, MN  [read more]
• Ryan Bouchey, CEPA, Bouchey Financial Group, Boston, MA  [read more]
• Paul Brahim, CEPA, Wealth Enhancement Group, Pittsburgh, PA  [read more]
• Adrian Bray, CEPA, San Francisco, CA  [read more]
• Jason Browning, CEPA, John Hancock, Boston, MA  [read more]
• Andy Burrow, CEPA, Pathstone, Winter Park, FL  [read more]
• Walter Byrne, CEPA, Edward Jones, York, NV  [read more]
• Kreg Callery, CEPA, Merrill Lynch, Tulsa, OK  [read more]
• Kelly Carter, CEPA, Beacon Retirement Planning Group Inc., Lafayette, CA  [read more]
• Mary Celle, CEPA, Edward Jones, Phoenix, AZ  [read more]
• Madison Chaney, CEPA, Legacy & Succession, Oklahoma City, OK  [read more]
• Gabriel Choo, CEPA, Edward Jones, Orange, CA  [read more]
• Alexander Christopher, CEPA, Merrill Lynch, New York, NY  [read more]
• Thomas Clark, CEPA, Merrill Lynch, Spartanburg, SC  [read more]
• David Cohn, CEPA, Steward Partners, San Antonio, TX  [read more]
• Christopher Comer, CEPA, Edward Jones, Hallsville, TX  [read more]
• Tabitha Concepcion, CEPA, Truist, Durham, NC  [read more]
• Charles Cooper, CEPA, Raymond James, Austin, TX  [read more]
• Scott Cooper, CEPA, Edward Jones, Tuscumbia, AL  [read more]
• Eugene Cunningham, CEPA, Merrill Lynch, San Diego, CA  [read more]
• Brenda D'Arville, CEPA, D'Arville and Co. Inc., Dunnellon, FL  [read more]
• Chris Dawson, CEPA, Chris Dawson, St. John's, N.L.  [read more]
• Brian Deaver, CEPA, PNC Private Bank, Baltimore, PA  [read more]
• Rachel DeCarolis, CEPA, Northstar Financial Planning, Windham, NH  [read more]
• Joseph Demeo, CEPA, Money Bridge, Roseville, CO  [read more]
• Derek Drushel, CEPA, Principal Financial, Grand Rapids, MI  [read more]
• Paul Emrick, CEPA, Morgan Stanley, Allentown, PA  [read more]
• Chris Erfurth, CEPA, Edward Jones, Oregon, WI  [read more]
• John Erkert, CEPA, IPEG, Cranberry Township, PA  [read more]
• Robert Falconiero, CEPA, Merrill Lynch, Mount Laurel, NJ  [read more]
• Daniel Faretta, CEPA, Edward Jones, Darien, IL  [read more]
• Peter Farrington, CEPA, UBS Financial Services Inc., Boston, MA  [read more]
• Roger Feldman, CEPA, UBS Financial Services Inc., Baltimore, MA  [read more]
• Britta Ferguson, CEPA, Wealth Enhancement Group, Coronado, CA  [read more]
• Jessica Fialkovich, CEPA, Exit Factor, West Palm Beach, TX [read more]
• Brooke Fink, CEPA, Edward Jones, Powell, WY  [read more]
• John Finney, CEPA, Edward Jones, New Orleans, LA  [read more]
• Matthew Fitzgerald, CEPA, Edward Jones, Sedona, AZ  [read more]
• Joshua Flint, CEPA, Edward Jones, Burley, ID  [read more]
• Steven Foster, CEPA, Foster Financial Services, Tucson, AZ  [read more]
• Christian Fournier, CEPA, Compagnons Financiers Inc, Brossard, QC  [read more]
• Zachery Freire, CEPA, Merrill Lynch, Albany, NY  [read more]
• Doug French, CEPA, Truist, Manassas, VA  [read more]
• Kevin Frye, CEPA, Merrill Lynch, Cincinnati, OH  [read more]
• Tim Fuller, CEPA, Edward Jones, Jacksonville, FL  [read more]
• Keith Galicia, CEPA, LPL Financial, San Diego, CA  [read more]
• Malini Ganvir, CEPA, Ganvir Law LLC, Port Deposit, MD [read more]
• Michael Garbutt, CEPA, Edward Jones, Shawnee, OK  [read more]
• Christy Givans, CEPA, Edward Jones, Bainbridge Island, WA  [read more]
• John Gleeson, CEPA, Kuttin Wealth Management, Hauppauge, NY  [read more]
• Thomas Goelz, CEPA, Raymond James, Sarasota, FL  [read more]
• Zachary Graveson, CEPA, FG & Associates, Brossard, QC  [read more]
• Darren Gross, CEPA, Merrill Lynch, Charlotte, NC  [read more]
• Teresa Gulino, CEPA, Gulino Group, Orlando, FL  [read more]
• Sallie Hadden, CEPA, Synovus, Columbus, GA  [read more]
• R Kendall Hahn, CEPA, Beyond Tangible Wealth, Bellevue, TX  [read more]
• John Hamman, CEPA, Edward Jones, Victoria, TX [read more]
• David Hardin, CEPA, Cultivate Advisors, Chicago, IL [read more]
• Max Haspel, CEPA, The Colony Group, Babylon, NY [read more]
• Alijah Hawley, CEPA, Edward Jones, Bremerton, WA  [read more]
• Richard Hellberg, CEPA, Peter Alexander, Conshohocken, PA  [read more]
• George Henderson, CEPA, Wells Fargo, Phoenix, AZ  [read more]
• Gregory Hill, CEPA, Pisces Wealth, Lawrence, KS  [read more]
• Crispin Hocate, CEPA, Edward Jones, McKinney, TX  [read more]
• Lydia Holiat, CEPA, Haverford Trust, Radnor, PA  [read more]
• Amy Holley, CEPA, Edward Jones, Fountain Valley, CA  [read more]
• Colton Hope, CEPA, Edward Jones, Maple Ridge, BC  [read more]
• William Horan, CEPA, Fortis Lux Financial, New York, NY  [read more]
• Patricia Huffman, CEPA, Edward Jones, Stillwater, OK  [read more]
• Craig Huston, CEPA, Summit Achievers, Pompano Beach, FL  [read more]
• Christian Hutchins, CEPA, Rolling Hills Advisors, Palos Verdes Estates, CA  [read more]
• Patrick Hynes, CEPA, FocusCFO, Westerville, OH  [read more]
• Nicole Ilustre, CEPA, The Colony Group, Babylon, NY  [read more]
• Anna Jackson, CEPA, Anna Jackson Consulting, Charlotte, NC  [read more]
• Jason Janus, CEPA, Ashbury Consulting LLC, Blaine, WA  [read more]
• Grayson Jaynes, CEPA, Edward Jones, Burnet, TX  [read more]
• James Jenkins, CEPA, Wealth Advocates, Logan, UT  [read more]
• Duane Johnson, CEPA, Iowa State University, Ames, IA  [read more]
• Jason Kelso, CEPA, Merrill Lynch, Jacksonville, FL  [read more]
• Grant Kendall, CEPA, Edward Jones, Salem, OR  [read more]
• Nicholas Keyser, CEPA, Edward Jones, Dallas, TX  [read more]
• Monica Kimball, CEPA, John Hancock, Boston, MA  [read more]
• Tim King, CEPA, John Hancock, Boston, PA  [read more]
• Jabari King, CEPA, Edward Jones, Houston, TX  [read more]
• Michael Kislin, CEPA, Michael Kislin, Greenwich, NY  [read more]
• Desirae Klein, CEPA, Desirae Klein, Santa Monica, CA  [read more]
• Julia Kramer, CEPA, Signature Financial Planning, Pittsburgh, PA  [read more]
• David Krull, CEPA, Krull Coaching LLC, Prior Lake, MN  [read more]
• Jeremy Kuhlen, CEPA, The Colony Group, Richmond, VA  [read more]
• Jacob Kummer, CEPA, Edward Jones, Bloomington, IL  [read more]
• Steve Lamis, CEPA, Edward Jones, Spring Valley, IL  [read more]
• Todd Larson, CEPA, Embassy Wealth Advisors, Fort Wayne, IN  [read more]
• Brian Latz, CEPA, Wells Fargo, Paramus, NJ  [read more]
• Joseph Leighton, CEPA, Edward Jones, Lancaster, OH  [read more]
• Kenneth Leivan, CEPA, Pacific Sunrise Tax Services, Huntington Beach, CA  [read more]
• Brad Levin, CEPA, The Colony Group, Calabasas, CA  [read more]
• Seth Liskey, CEPA, Middlebrook Wealth, Staunton, VA  [read more]
• David Livingston, CEPA, J.P. Morgan Chase, Irvine, CA  [read more]
• Brandon Long, CEPA, Edward Jones, Powdersville, SC  [read more]
• Harold Lynde, CEPA, Raymond James, Houston, TX  [read more]
• Evan Malone, CEPA, RBC Wealth Management, Nashville, TN  [read more]
• Shelby Marcotte, CEPA, Dagel, Jakober, & Associates, Aberdeen, SD  [read more]
• Michelle Martin, CEPA, RiverStone Private Wealth Advisors, Rhineback, NY  [read more]
• Theresa Mayes, CEPA, Theresa Mayes, Columbus, GA  [read more]
• Richard McAuliffe, CEPA, First Citizens Bank, Raleigh, NC  [read more]
• James McKinnon, CEPA, Edward Jones, Evergreen  [read more]
• Thomas McQuinn, CEPA, Edward Jones, Austin, TX  [read more]
• Ahmed Mekawi, CEPA, Edward Jones, Niagra Falls, ON  [read more]
• Marc Merritt, CEPA, Merrill Lynch, East Lansing, MI  [read more]
• Andrew Mescon, CEPA, Ballast Rock Private Wealth, Charlston, CA  [read more]
• Cory Meyer, CEPA, Edward Jones, Middleton, WI  [read more]
• Tracy Milanese, CEPA, Edward Jones, Phoenix, AZ  [read more]
• Christine Mills, CEPA, Raymond James, Boca Raton, FL  [read more]
• Laurie Morgan, CEPA, Whalen & Company CPAs, Worthington, OH  [read more]
• Jon Nance, CEPA, Edward Jones, Frisco, TX  [read more]
• Daniel Odenbach, CEPA, Schmocker Financial, Onalaska, WI  [read more]
• Aaron Ogea, CEPA, Edward Jones, New Iberia, LA  [read more]
• Kelly O'Hara, CEPA, Uplift Accounting, San Diego, CA  [read more]
• Timothy Oliver, CEPA, Grogan, Hesse, & Uditsky P.C., Oakbrook Terrace, IL  [read more]
• Thomas Panagon, CEPA, Merrill Lynch, Nashville, TN  [read more]
• Kathy Parrish, CEPA, Ascend Financial Group LLC, Yakima, WA  [read more]
• Diego Patino, CEPA, Texas Capital Bank, Houston, TX  [read more]
• Dilsha Paul, CEPA, Dilsha, Dubai, UAE  [read more]
• Adam Piper, CEPA, Edward Jones, Athens, TX  [read more]
• Edward Plotkin, CEPA, Raymond James, Scottsdale, AZ  [read more]
• Randall Pope, CEPA, Edward Jones, Flower Mound, TX  [read more]
• Rakesh Radhakrishnan, CEPA, Petra Insurance, Dubai, UAE  [read more]
• Joshua Read, CEPA, Edward Jones, Columbus, MO  [read more]
• Jason Retzlaff, CEPA, Edward Jones, Murfreesboro, TN  [read more]
• Brandon Reuther, CEPA, Edward Jones, St. Louis, MO  [read more]
• Wayne Rich, CEPA, Merrill Lynch, Gilbert, AZ  [read more]
• Richard Rosso, CEPA, RIA Advisors, Houston, TX  [read more]
• Kenyon Rush, CEPA, Edward Jones, Lexington, NC  [read more]
• Scott Samford, CEPA, Merrill Lynch, Mandeville, LA  [read more]
• Ryan Scheidemantel, CEPA, Doescher Group, Clarkston, MI  [read more]
• William Schlabach, CEPA, Edward Jones, Highland Village, TX  [read more]
• Lee Schram, CEPA, Edward Jones, Suamico, WI  [read more]
• Sean Scribner, CEPA, Edward Jones, Carrollton, TX  [read more]
• Gregory Seiler, CEPA, Edward Jones, Fortuna, CA  [read more]
• David Silverman, CEPA, Emeritus Business Consulting LLC, Englewood, CA  [read more]
• Linda Sims, CEPA, Edward Jones, Waldorf, MD  [read more]
• Laurence Slavin, CEPA, Goldstein Patent Law, Red Bank, NJ  [read more]
• Jackson Smith, CEPA, Edward Jones, St. Louis, WI  [read more]
• Jaimie Sousa, CEPA, The Colony Group, Concord, NH  [read more]
• Tamara Still, CEPA, Edward Jones, Portland, OR  [read more]
• Ranse Stokes, CEPA, Raleigh, NC  [read more]
• Lashundra Strother, CEPA, Edward Jones, Arlington, TX  [read more]
• Michael Su, CEPA, Irvine, CA  [read more]
• Matthew Sweeney, CEPA, William Joseph Capital Management LLC, Bristol, CT  [read more]
• Todd Sylvester, CEPA, Merrill Lynch, Minneapolis, MN  [read more]
• Andrew Tengblad, CEPA, Schmocker Financial, Onalaska, WI  [read more]
• Steve Tishman, CEPA, Cultivate Advisors, St. Petersburg, FL  [read more]
• Daniel Tisser, CEPA, The Colony Group, Babylon, NY  [read more]
• Binh To, CEPA, Wells Fargo, Houston, TX  [read more]
• Nirali Trovato, CEPA, Towne Wealth Management, Virginia Beach, VA  [read more]
• Daveed Tuck, CEPA, Anvil Tax Inc., Portland, OR  [read more]
• Trent Turner, CEPA, Edward Jones, Redondo Beach, CA  [read more]
• Byron Tyler, CEPA, Edward Jones, Lubbock, TX  [read more]
• Cody Uhrhammer, CEPA, Edward Jones, St. Louis, MO  [read more]
• David Van Buskirk, CEPA, Edward Jones, Irving, TX  [read more]
• Matthew Van Cleve, CEPA, Raymond James, St. Petersburg, FL  [read more]
• Konstantin Vorosmarty, CEPA, Edward Jones, Sylvan Lake, AB  [read more]
• Lesley Vossenkemper, CEPA, Scale-Up Strategies, Cedar Rapids, IA  [read more]
• David Walker, CEPA, Insight Alliance, Brentwood, TN  [read more]
• Lisa Wandrey, CEPA, Edward Jones, Ogden, UT  [read more]
• Adam Wang, CEPA, Edward Jones, North Vancouver, BC  [read more]
• Chris Ward, CEPA, Edward Jones, Cape Girardeau, MO [read more]
• Blake Wilson, CEPA, RBC, Atlanta, GA  [read more]
  
• Justin Wooley, CEPA, Oakcrest Retirement & Life Planning, Fort Worth, TX  [read more]
• Kevin Yingst, CEPA, Cornerstone Wealth Management, St. Peters, AR  [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 enters 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 most widely accepted and endorsed professional exit planning program in the world. 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 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) as well as 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.