---
title: 2 New Team Members Join Exit Planning Institute!
description: EPI has added two new members to our expanding team to continue serving our advisor community. Meet the newest additions to the Exit Planning Institute team!
image: https://blog.exit-planning-institute.org/hubfs/2%20new%20team%20members%20for%20EPI%20-1.png
---

![exit planning institute](https://blog.exit-planning-institute.org/hs-fs/hubfs/logos/EPI_Exit-Planning-Institute_shield_white.png?width=60&height=64&name=EPI_Exit-Planning-Institute_shield_white.png)

## THE EXIT PLANNING BLOG

Keep up-to-date with exit planning, succession planning, industry trends, unique specialty insights, and useful content for professional advisors and business owners.

[![home](https://blog.exit-planning-institute.org/hubfs/EPI-Assets-2022/blog/home.png) ](https://blog.exit-planning-institute.org/)

#### Share this

[Share on Twitter ](https://twitter.com/share?url=https://blog.exit-planning-institute.org/2-new-team-members-join-exit-planning-institute&text=2%20New%20Team%20Members%20Join%20Exit%20Planning%20Institute!) [Share on Facebook ](https://www.facebook.com/sharer/sharer.php?u=https://blog.exit-planning-institute.org/2-new-team-members-join-exit-planning-institute&t=2%20New%20Team%20Members%20Join%20Exit%20Planning%20Institute!) [Share on LinkedIn ](https://www.linkedin.com/shareArticle?mini=true&url=https://blog.exit-planning-institute.org/2-new-team-members-join-exit-planning-institute&t=2%20New%20Team%20Members%20Join%20Exit%20Planning%20Institute!)

# 2 New Team Members Join Exit Planning Institute!

 by [**Colleen Kowalski**](https://blog.exit-planning-institute.org/author/colleen-kowalski) on September 26, 2023

![](https://blog.exit-planning-institute.org/hubfs/2%20new%20team%20members%20for%20EPI%20-1.png)

As the Certified Exit Planning Advisor community continues to grow and Exit Planning Institute offerings expand, the EPI team has grown significantly to surpass the needs of the exit planning community. 

With over 4,000 CEPAs in the marketplace, 25 chapters in our national EPI Chapter Network, and an expanding selection of courses within our EPI Academy, Exit Planning Institute continues to be the authority in exit planning. EPI has added two new members to our expanding team to continue serving our advisor community. 

Meet the newest additions to the Exit Planning Institute team below! 

## Rhonald Houston

[![230913_Lifestyle_RhonaldHouston](https://blog.exit-planning-institute.org/hs-fs/hubfs/230913_Lifestyle_RhonaldHouston.jpg?width=2000&height=1333&name=230913_Lifestyle_RhonaldHouston.jpg)](https://www.linkedin.com/in/rhonald-houston-2553bba2/)

Rhonald Houston began his career with EPI in June of 2023 as a Business Development Manager. Rhon has an extensive background in Business Development roles and brings that expertise to our team. He works with top advisors from diverse disciplines and provides insights into the exit planning process for our prospective CEPAs. 

Just like developing an effective exit planning strategy for a transitioning owner, EPI recognizes that adding exit planning to your firm’s strategy is not “one size fits all.” This is why Rhonald, alongside the EPI Business Development team, helps new and prospective CEPAs understand the marketplace opportunity and how it fits into your firm’s current service model. Rhon shares, “I enjoy connecting with different advisors, learning from their stories, and sharing how the CEPA credential can be a huge differentiator for them in the industry.” 

Fun fact about Rhonald: Rhon enjoys spending time with family, watching documentaries, and competition in almost anything! 

## Paul Matas

[![230920_Lifestyle_PaulMatas](https://blog.exit-planning-institute.org/hs-fs/hubfs/230920_Lifestyle_PaulMatas.jpg?width=2000&height=1333&name=230920_Lifestyle_PaulMatas.jpg)](https://www.linkedin.com/in/paul-matas-a4b10a11b/)

Paul Matas is one of Exit Planning Institute’s Member Experience Representatives. He began his career with EPI in June 2023. Paul is a key member of the EPI team and serves as the primary point of contact for many of our CEPAs. Paul ensures our clients leverage ongoing support, resources, training, and events to enhance their exit planning practices.

Paul is deeply committed to connecting challenges with solutions for CEPAs, leveraging extensive expertise in client relationship management. He enriches the EPI team and our broad network of CEPAs with his valuable knowledge. Paul shares, “The culture is outstanding at EPI! Every one of my new colleagues is a high-character individual and that makes it easy for me to want to contribute towards EPI’s continued success.”  

Fun fact about Paul: Paul enjoys travel and has a bucket list of places he would like to visit including Europe and Australia. 

Learn more about the growing EPI team in our Human Capital Case Study 

### EPI Human Capital Case Study

 

Meet the rest of the expanding Exit Planning Institute team at [www.WeAreEPI.com](http://www.weareepi.com/) 

 

Topics: [About us](https://blog.exit-planning-institute.org/tag/about-us) [EPI Team](https://blog.exit-planning-institute.org/tag/epi-team)

#### Share this

[Share on Twitter ](https://twitter.com/share?url=https://blog.exit-planning-institute.org/2-new-team-members-join-exit-planning-institute&text=2%20New%20Team%20Members%20Join%20Exit%20Planning%20Institute!) [Share on Facebook ](https://www.facebook.com/sharer/sharer.php?u=https://blog.exit-planning-institute.org/2-new-team-members-join-exit-planning-institute&t=2%20New%20Team%20Members%20Join%20Exit%20Planning%20Institute!) [Share on LinkedIn ](https://www.linkedin.com/shareArticle?mini=true&url=https://blog.exit-planning-institute.org/2-new-team-members-join-exit-planning-institute&t=2%20New%20Team%20Members%20Join%20Exit%20Planning%20Institute!)

- Recent
- Topics

Recent

Topics

- [Blog (572)](https://blog.exit-planning-institute.org/tag/blog)
- [CEPA (445)](https://blog.exit-planning-institute.org/tag/cepa)
- [exit planning (247)](https://blog.exit-planning-institute.org/tag/exit-planning)
- [CEPA community (194)](https://blog.exit-planning-institute.org/tag/cepa-community)
- [Business Owner (178)](https://blog.exit-planning-institute.org/tag/business-owner)
- [Exit Planning Summit (115)](https://blog.exit-planning-institute.org/tag/exit-planning-summit)
- [EPI Chapter Network (88)](https://blog.exit-planning-institute.org/tag/epi-chapter-network)
- [Value Acceleration Methodology (84)](https://blog.exit-planning-institute.org/tag/value-acceleration-methodology)
- [Exit Planning Partner Network (82)](https://blog.exit-planning-institute.org/tag/exit-planning-partner-network)
- [EPI Announcement (49)](https://blog.exit-planning-institute.org/tag/epi-announcement)
- [Content (48)](https://blog.exit-planning-institute.org/tag/content)
- [Webinars (36)](https://blog.exit-planning-institute.org/tag/webinars)
- [Excellence in Exit Planning Awards (35)](https://blog.exit-planning-institute.org/tag/excellence-in-exit-planning-awards)
- [Marketing (30)](https://blog.exit-planning-institute.org/tag/marketing)
- [2024 Exit Planning Summit (28)](https://blog.exit-planning-institute.org/tag/2024-exit-planning-summit)
- [5 Stages of Value Maturity (26)](https://blog.exit-planning-institute.org/tag/5-stages-of-value-maturity)
- [Books (24)](https://blog.exit-planning-institute.org/tag/books)
- [EPI Academy (24)](https://blog.exit-planning-institute.org/tag/epi-academy)
- [EPI Team (23)](https://blog.exit-planning-institute.org/tag/epi-team)
- [Exit Planning Teams (23)](https://blog.exit-planning-institute.org/tag/exit-planning-teams)
- [Leadership (21)](https://blog.exit-planning-institute.org/tag/leadership)
- [2023 Exit Planning Summit (20)](https://blog.exit-planning-institute.org/tag/2023-exit-planning-summit)
- [Intangible Capital (20)](https://blog.exit-planning-institute.org/tag/intangible-capital)
- [family business (20)](https://blog.exit-planning-institute.org/tag/family-business)
- [women in business (20)](https://blog.exit-planning-institute.org/tag/women-in-business)
- [Exit Options (18)](https://blog.exit-planning-institute.org/tag/exit-options)
- [Black Friday (16)](https://blog.exit-planning-institute.org/tag/black-friday)
- [Walking to Destiny (16)](https://blog.exit-planning-institute.org/tag/walking-to-destiny)
- [CPA (15)](https://blog.exit-planning-institute.org/tag/cpa)
- [personal planning (15)](https://blog.exit-planning-institute.org/tag/personal-planning)
- [Chapters (14)](https://blog.exit-planning-institute.org/tag/chapters)
- [State of Owner Readiness (14)](https://blog.exit-planning-institute.org/tag/state-of-owner-readiness)
- [Small business (13)](https://blog.exit-planning-institute.org/tag/small-business)
- [charitable intent (13)](https://blog.exit-planning-institute.org/tag/charitable-intent)
- [Chris Snider (12)](https://blog.exit-planning-institute.org/tag/chris-snider)
- [National Accounts (12)](https://blog.exit-planning-institute.org/tag/national-accounts)
- [Financial Advisors (11)](https://blog.exit-planning-institute.org/tag/financial-advisors)
- [DriveValue (10)](https://blog.exit-planning-institute.org/tag/drivevalue)
- [Season of Deals (9)](https://blog.exit-planning-institute.org/tag/season-of-deals)
- [5 Ds (8)](https://blog.exit-planning-institute.org/tag/5-ds)
- [About us (8)](https://blog.exit-planning-institute.org/tag/about-us)
- [Podcast (8)](https://blog.exit-planning-institute.org/tag/podcast)
- [Scott Snider (8)](https://blog.exit-planning-institute.org/tag/scott-snider)
- [Awards (6)](https://blog.exit-planning-institute.org/tag/awards)
- [Case Studies (6)](https://blog.exit-planning-institute.org/tag/case-studies)
- [Christmas (6)](https://blog.exit-planning-institute.org/tag/christmas)
- [Exit Planning Content Library (6)](https://blog.exit-planning-institute.org/tag/exit-planning-content-library)
- [Insiders Bash (6)](https://blog.exit-planning-institute.org/tag/insiders-bash)
- [Three Legs of the Stool (6)](https://blog.exit-planning-institute.org/tag/three-legs-of-the-stool)
- [Circle of Excellence (5)](https://blog.exit-planning-institute.org/tag/circle-of-excellence)
- [Five Ds (5)](https://blog.exit-planning-institute.org/tag/five-ds)
- [Owner Roundtables (5)](https://blog.exit-planning-institute.org/tag/owner-roundtables)
- [Value Advisors (5)](https://blog.exit-planning-institute.org/tag/value-advisors)
- [Annual Exit (4)](https://blog.exit-planning-institute.org/tag/annual-exit)
- [EPI Thought Leadership Council (4)](https://blog.exit-planning-institute.org/tag/epi-thought-leadership-council)
- [Exit & Succession (4)](https://blog.exit-planning-institute.org/tag/exit-succession)
- [financial planning (4)](https://blog.exit-planning-institute.org/tag/financial-planning)
- [Exit Is Now Podcast (3)](https://blog.exit-planning-institute.org/tag/exit-is-now-podcast)
- [Owners Forum (3)](https://blog.exit-planning-institute.org/tag/owners-forum)
- [Whitepapers (3)](https://blog.exit-planning-institute.org/tag/whitepapers)
- [author (3)](https://blog.exit-planning-institute.org/tag/author)
- [executive training (3)](https://blog.exit-planning-institute.org/tag/executive-training)
- [forbes (3)](https://blog.exit-planning-institute.org/tag/forbes)
- [Artificial Intelligence (2)](https://blog.exit-planning-institute.org/tag/artificial-intelligence)
- [Peter Christman (2)](https://blog.exit-planning-institute.org/tag/peter-christman)
- [Veteran (2)](https://blog.exit-planning-institute.org/tag/veteran)
- [Business Owners Forum (1)](https://blog.exit-planning-institute.org/tag/business-owners-forum)
- [CEPA Connect (1)](https://blog.exit-planning-institute.org/tag/cepa-connect)
- [Growth and Impact Week (1)](https://blog.exit-planning-institute.org/tag/growth-and-impact-week)
- [Mastering the Market (1)](https://blog.exit-planning-institute.org/tag/mastering-the-market)
- [SOOR (1)](https://blog.exit-planning-institute.org/tag/soor)
- [Value Gap (1)](https://blog.exit-planning-institute.org/tag/value-gap)
- [business consultants (1)](https://blog.exit-planning-institute.org/tag/business-consultants)
- [team work (1)](https://blog.exit-planning-institute.org/tag/team-work)

[See all](https://blog.exit-planning-institute.org/2-new-team-members-join-exit-planning-institute#)

### Subscribe by email

### RELATED ARTICLES

[The Growth of the Exit Planning Institute Team into 2024 ](https://blog.exit-planning-institute.org/the-growth-of-the-exit-planning-institute-team-into-2024)

[![](https://blog.exit-planning-institute.org/hubfs/EPI%20Growth%20-%20Square.jpg)

](https://blog.exit-planning-institute.org/the-growth-of-the-exit-planning-institute-team-into-2024)

[EPI Announcement EPI Team

#### [The Growth of the Exit Planning Institute Team into 2024The Growth of the Exit Planning Institute Team into 2024](https://blog.exit-planning-institute.org/the-growth-of-the-exit-planning-institute-team-into-2024)

](https://blog.exit-planning-institute.org/the-growth-of-the-exit-planning-institute-team-into-2024)

January 22, 2024  6 min read

[Expanding the Exit Planning Institute Team: 5 New Team Members Join EPI! ](https://blog.exit-planning-institute.org/expanding-the-exit-planning-institute-team-5-new-team-members-join-epi)

[![](https://blog.exit-planning-institute.org/hubfs/04-23-ExpandingTeam-Instagram.jpg)

](https://blog.exit-planning-institute.org/expanding-the-exit-planning-institute-team-5-new-team-members-join-epi)

[EPI Announcement EPI Team

#### [Expanding the Exit Planning Institute Team: 5 New Team Members Join EPI!Expanding the Exit Planning Institute Team: 5 New Team Members Join EPI!](https://blog.exit-planning-institute.org/expanding-the-exit-planning-institute-team-5-new-team-members-join-epi)

](https://blog.exit-planning-institute.org/expanding-the-exit-planning-institute-team-5-new-team-members-join-epi)

April 25, 2023  4 min read

[EPI Continues Growth in 2020 with 3 More New Hires ](https://blog.exit-planning-institute.org/epi-continues-growth-with-3-new-hires)

[![](https://blog.exit-planning-institute.org/hubfs/Imported_Blog_Media/2020-0118_WUbanner-EPI-Team-Growth-JA-MH-CR-JW_800x599-768x575.jpeg)

](https://blog.exit-planning-institute.org/epi-continues-growth-with-3-new-hires)

[Blog CEPA community Leadership EPI Team

#### [EPI Continues Growth in 2020 with 3 More New HiresEPI Continues Growth in 2020 with 3 More New Hires](https://blog.exit-planning-institute.org/epi-continues-growth-with-3-new-hires)

](https://blog.exit-planning-institute.org/epi-continues-growth-with-3-new-hires)

March 10, 2020  3 min read