195 CEPAs Join the EPI Network in November 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 November 2023

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

• Alex Acupan, CEPA, Edward Jones, Miami, OK [Read More]
• Arthur Addinall, CEPA, Keays Forrest, Perth, WA AUS [Read More]
• Kelly Akil, CEPA, Edward Jones, Scottsdale, AZ [Read More]
• Kelley Aline, CEPA, Edward Jones, Great Falls MT [Read More]
• John Allen, CEPA, Dealmaker Wealth Society LLC, Baltimore, MD [Read More]
• Michael Allinson, CEPA, Edward Jones, Russellville, AK  [Read More]
• Noah Allmaras, CEPA, Edward Jones, Charlotte, NC [Read More]
• Joseph Anderson, CEPA, Raymond James, Coeur d Alene, ID [Read More]
• John Armstrong, CEPA, LLC, Calgary, AB [Read More]
• Brooke Baker, CEPA, John Hancock, Boston, MA [Read More]
• Brian Balduzzi, CEPA, Faegre Drinker Biddle & Reath LLP, Philadelphia, PA [Read More]
• Robert Barnes, CEPA, John Hancock Investment Management, Orchard Park, NY [Read More]
• James Bassett, CEPA, Diamond Oak Wealth Partners, San Ramon, CA [Read More]
• Daniel Bayly, CEPA, Bank of America Merrill, New York, NY [Read More]
• Scott Beebe, CEPA, Business On Purpose, Okatie, SC [Read More]
• Alan Bennett, CEPA, FocalPoint Coaching, Little Rock, AK [Read More]
• Timothy Bicknase, CEPA, Edward Jones, Austin, TX [Read More]
• Ross Blount, CEPA, Springbok Wealth Partners, Westminster, CO [Read More]
• William Boggs, CEPA, Pence Wealth Management, Newport Beach, CA [Read More]
• Mike Boroughs, CEPA, Fortis Financial Group, Bellevue, WA [Read More]
• James Boylan, CEPA, Buckingham Strategic Partners, St. Louis, PA [Read More]
• Sean Brooks, CEPA, Buckingham Strategic Partners, Bloomingdale, IL [Read More]
• Lindi Bruning, CEPA, Merrill, Abilene, TX  [Read More]
• Brady Buher, CEPA, Breneman Advisors, Marquette, MI [Read More]
• Jacob Burke, CEPA, Edward Jones, Fredericksburg, VA [Read More]
• Jared Busby, CEPA, Merrill, Charlotte, NC [Read More]
• Devery Cagle, CEPA, ASE Financial Advisory Group, Greenville, SC [Read More]
• Erin Callahan, CEPA, UBS Financial Services, Inc., Wayzata, MN [Read More]
• Stephen Caphton, CEPA, Morgan Stanley, Atlanta, GA [Read More]
• Josh Carroll, CEPA, Cerity Partners, Los Altos, CA [Read More]
• Tyler Cerveny, CEPA, HBK CPAs & Consultants, Magnolia, NJ [Read More]
• Christopher Chandler, CEPA, Edward Jones, New Richmond, MN [Read More]
• Jennifer Chappell, CEPA, Nevada Family Wealth Raymond James, Reno, NV [Read More]
  
• Scott Chelberg, CEPA, Retirement Solutions, Inc., Carlsbad, CA [Read More]
• John Cho, CEPA, Bank of America/Merrill, Houston, TX [Read More]
• Hollie Choe, CEPA, TBAOC, Bend, OR [Read More]
• Johnathan Choe, CEPA, Transworld Business Advisors of Oregon Central, Bend, OR [Read More]
• Tamara Christopher, CEPA, Edward Jones, Lakewood, CO [Read More]
• Laura Clapp, CEPA, Edward Jones, Siler City, NC [Read More]
• Ronald Clark, CEPA, Morgan Stanley, Decatur, AL [Read More]
• Justin Clayton, CEPA, Edward Jones, Apex, NC [Read More]
• Maximilian Clifford, CEPA, Truly Aligned, Arvada, CO [Read More]
• Jill Clifton, CEPA, Edward Jones, Southlake, TX [Read More]
• Kermit Coble, CEPA, Edward Jones, Greensboro, NC [Read More]
• Eric Connella, CEPA, Edward Jones, Laguna Hills, CA [Read More]
• Marsha Connors, CEPA, Camden National Bank, Bangor, ME [Read More]
• Sara Corry, CEPA, Wilmington Trust, New York, NY [Read More]
• Jesse Cox, CEPA, Eastwood Advisory, Evergreen, CO [Read More]
• Andrew Cucchiaro, CEPA, Edward Jones, Seminole, FL [Read More]
• Aubrey Currington, CEPA, Merrill, Roseville, CA [Read More]
• Joseph Curry, CEPA, Matthews + Associates, Peterborough, ON [Read More]
• Michael Daniels, CEPA,  Sequoia Financial Group, Troy, MI [Read More]
• Akil Davis, CEPA, Harris and Davis Financial Advisors, Omaha, NE [Read More]
• Celandra Deane-Bess, CEPA, PNC, Silver Spring, MD [Read More]
• James DeGaetano, CEPA, Diamond Wealth Advisors, Carlisle, PN [Read More]
• Brian Depasse, CEPA, Edward Jones, Brazil, IN [Read More]
• Joseph Dichiacchio, CEPA, Morgan Stanley, Fort Lauderdale, FL [Read More]
• Rudy Diedreck, CEPA, Edward Jones, North Chili, NY [Read More]
• Philip Doerner, CEPA, Edward Jones, Brighton, CO [Read More]
• Ryan Donnelly, CEPA, Merrill, Wayne, PA [Read More]
• Macy Dunegan, CEPA, Kestra Financial, Austin, TX [Read More]
• Tyson Eagen, CEPA, The Triton Group LLC, Ellisville, MO [Read More]
• David Eder, CEPA, Rockefeller Capital, Stamford, CN [Read More]
• Brandy Eggleston, CEPA, Eggleston, Albion, MI [Read More]
• Nathan Ellyson, CEPA, Derbend Asset Management, Peachtree City, GA [Read More]
• Tim Emerson, CEPA, Morgan Stanley, Houma, LA [Read More]
• David Feeley, CEPA, Red Oak Financial Group, Towson, MD [Read More]
• Jeremy Finger, CEPA, Riverbend Wealth Management, Myrtle Beach, SC [Read More]
• Ryan Flynn, CEPA, Flynn Financial Group LLC, Del Mar, CA [Read More]
• Shelley Ford, CEPA, Morgan Stanley, Denver, CO [Read More]
• James Fullenkamp, CEPA, Edward Jones, Laguna Niguel, CA [Read More]
• Jason Ganiere, CEPA, IAG, Waukesha, WI [Read More]
• Kyle Gardner, CEPA, Tennyson Advisory Group, Frisco, TX [Read More]
• Wren Andre Giddarie, CEPA, Merrill Lynch, Portsmouth, NH [Read More]
• Guillermina Gomez Zepeda, CEPA, Edward Jones, Wenatchee, WA [Read More]
• Matthew Gough, CEPA, Edward Jones, St. Louis, RI [Read More]
• Casey Griesemer, CEPA, Encore Financial, North Richland Hills, TX [Read More]
• George Groome, CEPA, Groome Holdings, LLC, Asheville, NC [Read More]
• Nandi Gunning, CEPA, Merrill Lynch, San Francisco, CA [Read More]
• Jacob Haas, CEPA, Raymond James, Cary, NC [Read More]
• Rodney Hall, CEPA, Edward Jones, Southlake, TX [Read More]
• Jordan Hammer, CEPA, John Hancock, McKinney, TX [Read More]
• Max Hart, CEPA, John Hancock, Seattle, WA [Read More]
• Austin Hart, CEPA, Raymond James, Caramel, IN [Read More]
• John Heffel, CEPA, Fortis Financial Group, Bellevue, WA [Read More]
• Thomas Heinbockel, CEPA, Edward Jones, Nyack, NY [Read More]
• George Herget, CEPA, Morgan Stanley, Tucson, AZ  [Read More]
• Melanie Hill, CEPA, Truist, Clermont, GA [Read More]
• Scott Hoffmeyer, CEPA, Edward Jones Investments, Colleyville, TX [Read More]
• Tygue Howland, CEPA, Evergreen Gavekal, Lake Oswego, OR [Read More]
• Gabriela Hromis, CEPA, Royal LePage, Etobicoke, ON [Read More]
• Charlie Hutto, CEPA, Edward Jones, Henderson, TX [Read More]
• Linda Jensen, CEPA, Senior Financial Services Inc, Olympia, WA [Read More]
• Jordan Jobe, CEPA, Raymond James, Scottsdale, AZ [Read More]
• Cameron Jones, CEPA, Edward Jones, Brookings, SD [Read More]
• Megan Jones, CEPA, Jones Advisory Group, LLC, Topeka, KS [Read More]
• Scott Jungling, CEPA, Edward Jones, Holland, MI [Read More]
• Adam Kazalski, CEPA, FourFront Wealth Management, Lakewood Ranch, FL [Read More]
• Daniel Keck, CEPA, FocusCFO, Cincinnati, OH [Read More]
• Tracy Kelley, CEPA, Edward Jones, Coldwater, MI [Read More]
• Mark Kipp, CEPA, Prime Capital Investment Advisors, Overland Park, KS  [Read More]
• Conrad Klinkhammer, CEPA, West Central MN SBDC, Moorhead, ND  [Read More]
• Samuel Kniseley, CEPA, The Advantage Solution, LLC, Greensboro, NC [Read More]
• Ryan Koopmans, CEPA, Vincere Wealth Management, Carmel, CA [Read More]
• Tim Krueger, CEPA, Jones Advisory Group, Topeka, KS [Read More]
• Bobby Labadini, CEPA, John Hancock, Madeira, OH [Read More]
• Eric Lawton, CEPA, Impact Financial, Guilford, CT [Read More]
• Scott Leach, CEPA, SML Business Advisory Services, Frisco, TX [Read More]
• Carli Lehr, CEPA, BSSF Valuation & Litigation Consulting, Camp Hill, PN [Read More]
• Timothy Lynch, CEPA, 6 Meridian, Wichita, IL [Read More]
• Adam Mackall, CEPA, BWMG, Bakersfield, CA [Read More]
• Wendy Main, CEPA, Wendy Main CPA, An Accountancy Corporation, Rancho Cucamonga, CA [Read More]
• Vince Manna, CEPA, Bank of Texas, Dallas, TX [Read More]
• Brian Maregni, CEPA, Brian Maregni, Boston, MA [Read More]
• Matthew Marshall, CEPA, Keeler Thomas, Orem, UT [Read More]
• Nichole Matowitz, CEPA, Edward Jones, Plover, WI [Read More]
• Christopher Mays, CEPA, John Hancock Investments, Boston, GA [Read More]
• Wendy McAdam, CEPA, The Acceleration Project, Portola Valley, CA [Read More]
• Brandon McDougall, CEPA, Cultivate Advisors, Stuart, FL [Read More]
• Courtney McElvain, CEPA, Stifel, Redding, CA [Read More]
• Michael McNamee, CEPA, Raymond James, Austin, TX [Read More]
• Todd Miller, CEPA, Edward Jones, Lexington, MA [Read More]
• Anthony Miranda, CEPA, Merrill Lynch, Buffalo, NY [Read More]
• Paul Misleh, CEPA, Fortis Financial Group, Bellevue, WA  [Read More]
• Jerry Moran, CEPA, RBC Wealth Management, Minneapolis, MN [Read More]
• Kent Morrison, CEPA, RyKel Solutions, Houston, TX [Read More]
• John Munz, CEPA, Bryce Lob, Leawood, KS [Read More]
• Jayce Murry, CEPA, Edward Jones, Lufkin, TX [Read More]
• Noelle Oh, CEPA, UBS Financial Services, Inc., Santa Barbara, CA [Read More]
• Kelli Olsheski, CEPA, Merrill, Fort Collins, CO [Read More]
• Jeffrey Olson, CEPA, Edward Jones, Burnsville, MN [Read More]
• Trevor Opp, CEPA, Thrivent, Bismarck, ND [Read More]
• David Owens, CEPA, John Hancock, Salt Lake City, UT [Read More]
• Jessica Owens, CEPA, Merrill Lynch, Dallas, TX [Read More]
• Peter Owh, CEPA, J.W. Cole Financial, Pittsford, NY [Read More]
• Ashely Pantone, CEPA, Merrill Lynch, Salt Lake City, UT [Read More]
• Cole Patterson, CEPA, UBS Financial Services, Inc., Dallas, TX [Read More]
• Edgar Pelaez, CEPA, Avanssara LLC, Houston, TX [Read More]
• Joseph Peterson, CEPA, Edward Jones, Amarillo, TX [Read More]
• Justin Pierce, CEPA, Bank of America/Merrill, New York, NY [Read More]
• Judith Pineault, CEPA, Judith Pineault Consulting, Ottawa [Read More]
• Alicja Plonska, CEPA, Morgan Stanley, Yardley, PN [Read More]
• Franklin Portillo, CEPA, First Hawaiian Bank, Honolulu, HI [Read More]
• Lori Power, CEPA, MP Benefits Inc., St. Albert, AB [Read More]
• Nicole Quinlan-Yerkes, CEPA, Merrill Lynch, Laguna Niguel, CA [Read More]
• Michael Raich, CEPA, Edward Jones, Keller, TX [Read More]
• Steven Rayson, CEPA, SDR Valuations, Inc., Toronto, ON [Read More]
• Clay Reale, CEPA, GNB Ventures, LLC, Charlotte, NC [Read More]
• Michael Reilly, CEPA, Merrill Lynch, New Orleans, LA [Read More]
• Louis Rendemonti, CEPA, Smart Retirement, Bradenton, FL [Read More]
• Michael Reyes, CEPA, Merrill Lynch, Vienna, VA [Read More]
• Frank Reynolds, CEPA, Frank Reynolds & Company, Daytona Beach, FL [Read More]
• Michael Rhodes, CEPA, UBS Financial Services, Inc, Fort Myers, FL [Read More]
• Dean Riley, CEPA, UBS Financial Services, Inc, Newport Beach, CA [Read More]
• Jake Ritter, CEPA, Opus Financial Partners,  Allentown, NW [Read More]
• Mark Robbins, CEPA, Robbins Group, Pendleton, IN [Read More]
• Aaron Rottenstein, CEPA, UBS Financial Services, Inc, Tucson, AZ [Read More]
• TJ Sainsbury, CEPA, Savvy Business Brokers, Sun Prairie, WI [Read More]
• Christine Sakraida, CEPA, Oppenheimer, Los Angeles, CA [Read More]
• Victoria Alejandra Santos, CEPA, www.startuptandem.com, West Hollywood, CA [Read More]
• Andrew Scarcello, CEPA, SingleSource Accounting, Williamsville, NY [Read More]
• Andrew Schroeder, CEPA, Edward Jones, Greer, SC [Read More]
• Patrick Schultz, CEPA, Clark Capital Management Group, Delafield, WI [Read More]
• Benjamin Seaman, CEPA, Riverview Capital Advisers, Boston, MA [Read More]
• Charles Sellers, CEPA, Sellers & Company, San Diego, CA [Read More]
• Matthew Semelbauer, CEPA, Edward Jones, Portage, MI [Read More]
• Mohammed Shakir, CEPA, CIBC Private Wealth - Wood Gundy, Toronto, ON [Read More]
• Patrick Shields, CEPA, Morgan Stanley, Huntsville, AL [Read More]
• Kent Simmons, CEPA, Edward Jones, Greensboro, SC [Read More]
• Chris Sipes, CEPA, Sonoma Wealth Advisors, Sonoma, OH [Read More]
• Ben Slater, CEPA, Buckingham Strategic Partners, Clayton, CO [Read More]
• Adam Smart, CEPA, Verde Capital Management, Village of Clarkston, MI [Read More]
• Samuel Stacey, CEPA, Nilsine Partners, Greenwood Village, CO [Read More]
• Justin Staub, CEPA, JS Business Solutions, Carlisle, PN [Read More]
• Joseph Sullivan, CEPA, Delap LLP, Lake Oswego, OR [Read More]
• Paul Thiels, CEPA, Cypress Wealth Management, New Orleans, LA [Read More]
• Beth Toney, CEPA, Pinnacle Financial Partners, Simpsonville, SC [Read More]
• Jessica Torres-Baltazar, CEPA, Edward Jones, Redmond, OR [Read More]
• Carter Trent, CEPA, Absolute Capital, Dallas, TX [Read More]
• Nicholas Trotta, CEPA, Edward Jones, Niskayuna, NY [Read More]
• Edward Valestin, CEPA, JP Morgan, Boston, MA [Read More]
• Narodom Vanichrudee, CEPA, Finfun Company Limited, Bangkok [Read More]
• Andrew Venrick, CEPA, Morgan Stanley, Sioux Falls, SD [Read More]
• Rica Vinluan, CEPA, Edward Jones, Delta, BC [Read More]
• Darren Violette, CEPA, Profectus Financial Partners, Whitinsville, MA [Read More]
• Brett Wallace, CEPA, Morgan Stanley, Newtown Square, PN [Read More]
• Paulina Walters, CEPA, Chief-Assist, Allen, TX [Read More]
• Gary West, CEPA, The Rocklin Group, Salt Lake City, UT [Read More]
• Chris Whitman, CEPA, Insight Alliance, Brentwood, TN [Read More]
• Thomas Wilson, CEPA, Edward Jones, Raleigh, NC [Read More]
• Michael Witkowski, CEPA, LPL Financial, Cary, NC [Read More]
• Mary Pinckney Wood, CEPA, Morgan Stanley, Philadelphia, PA [Read More]
• Marques Young, CEPA, Edward Jones, Cordova, TN [Read More]
• Liliana Zygouris, CEPA, JP Morgan, Boston, MA [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.