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 June 2024
Please join us in congratulating and welcoming the newest Certified Exit Planning Advisors to join the growing exit planning community! Discover each CEPA's specific expertise and contact information on our Find a CEPA page, tailored to help you connect with the right advisor for your unique needs.
- Elizabeth Ackman, CEPA, Edward Jones, Portland, TX
- Baunit Acosta, CEPA, Self-Employed, Tampa, FL
- James Adams, CEPA, Edward Jones, Prattville, AL
- Nikhil Agharkar, CEPA, Shorehaven Wealth Partners, Red Bank, NJ
- Ricardo Aguilera, CEPA, Edward Jones, Folsom, CA
- Cameron Ahari, CEPA, Raymond James, Tampa, FL
- Brock Alvord, CEPA, Farther Finance, Sandy, UT
- Becki Anderson, CEPA, Edward Jones, Chattanooga, TN
- Jason Avelar, CEPA, Edward Jones, Austin, TX
- Peter Ayoub, CEPA, Principal Asset Management, Villanova, PA
- Nicole Baca Smith, CEPA, Edward Jones, Littleton, CO
- Joshua Barrett, CEPA, Edward Jones, Danville, VA
- Jeremy Bartels, CEPA, Edward Jones, Marinette, WI
- Joe Bates, CEPA, Edward Jones, Peoria, AZ
- Brandon Baxter, CEPA, Morgan Stanley, Boise, ID
- Tiffany Beard, CEPA, Wealth Enhancement Group, Jacksonville, FL
- Carla Beck, CEPA, Edward Jones, Chester, NH
- Sophia Bellofatto, CEPA, John Hancock, Simpsonville, SC
- Nicole Birkett-Brunkhorst, CEPA, 1834, a division of Old National Bank, St. Louis, MO
- Guillermo Birmingham, CEPA, Transworld Business Advisors, Alexandria, VA
- Lenny Blaakman, CEPA, Van Oers Accountancy & Advies, Roosendaal, North Brabant
- Bradley Blazek, CEPA, Edward Jones, Mandan, ND
- Shawn Bowen, CEPA, Wells Fargo, Scottsdale, AZ
- Chuck Boyce, CEPA, Breaking Free Services LLC, Middletown, DE
- James Bradshaw, CEPA, Farther Finance, Jacksonville, FL
- Connor Brady, CEPA, Morgan Stanley, Morristown, NJ
- David Brooks, CEPA, Retire SMART, LLC, Omaha, NE
- Dennis Brown, CEPA, Merrill Lynch, Fairfield, CT
- Darrin Brumbaugh, CEPA, Harrison Financial Services, York, NE
- Ethan Burke, CEPA, National Philanthropic Trust, Jenkintown, PA
- Trent Burley, CEPA, McGill Junge Wealth Management, Clive, IA
- Elizabeth Burnette, CEPA, Merrill Lynch, Vienna, VA
- Tyler Burns, CEPA, Edward Jones, Richardson, TX
- Joshua Cain, CEPA, Edward Jones, Edmond, OK
- Stephen Calder, CEPA, Ensign Wealth Partners, Centerville, UT
- Noel Campbell, CEPA, Cresset Capital, New York City, NY
- Katherine Chacon, CEPA, Edward Jones, West Palm Beach, FL
- Rene Chiriboga, CEPA, Wells Fargo , Minnetonka, MN
- Wendy Claussen, CEPA, Horizon Trek, LLC, Anchorage, AK
- Christina Coen, CEPA, Raymond James, Jacksonville, FL
- Kori Comeaux, CEPA, Edward Jones, Kaplan, LA
- Brad Connors, CEPA, IWealth Financial, Waseca, MN
- David Conrad, CEPA, Merrill Lynch, Delray Beach, FL
- Alex Cousins, CEPA, Edward Jones, Fort Collins, CO
- Justin Cowell, CEPA, ACT Wealth Strategies, LLC, Tulsa, OK
- Benjamin Crayton, CEPA, Raymond James, St. Petersburg, FL
- Jenny Daly, CEPA, Janney Montgomery Scott, Hackensack, NJ
- Bryan Daniel, CEPA, Ameriprise Financial, Temple, TX
- Jacob Danowski, CEPA, Savant Wealth Management, Lincolnshire, IL
- Tina Dao, CEPA, Liberated Leaders, Hickory, NC
- Dirk David, CEPA, Edward Jones, Kaplan, LA
- Rebecca Davis, CEPA, Practice Sales Advisors, St. Simons Island, GA
- Joe Davis, CEPA, Thrivent, Gig Harbor, WA
- Steven Deacon, CEPA, Five Point Wealth Advisors, Phoenix, AZ
- Dusty DeGroff, CEPA, Edward Jones, Denver, CO
- Adam Dekel, CEPA, Edward Jones, Fort Lauderdale, FL
- Alex Ditto, CEPA, Edward Jones, Yakima, WA
- Mike Ellicott, CEPA, EOS Worldwide, Gulf Breeze, FL
- John Embleton, CEPA, Rockefeller Capital Management, Sandy Springs, GA
- Andrew Erickson, CEPA, Edward Jones, Winnetka, IL
- Sean Evans, CEPA, Wells Fargo, Austin, TX
- Anthony Farinaro, CEPA, Invesco, Portland, OR
- Barry Fay, CEPA, EOS Worldwide, Santa Barbara, CA
- David Felder, CEPA, Edward Jones, Sumter, SC
- Dana Ferrell, CEPA, Servitium Wealth Management, Bellevue, WA
- Thomas Fields, CEPA, Raymond James, Franklin, TN
- Erik Flegal, CEPA, Family Fortune Financial, LLC, Mt. Pleasant, SC
- William Forlow, CEPA, Edward Jones, Port Charlotte, FL
- Carey Fortnam, CEPA, Bluerock, Boca Raton, FL
- Paul Foster, CEPA, Foster Victor, Greenville, SC
- Tom Fridrich, CEPA, Carson Group, Omaha, NE
- Charles Fry, CEPA, John Hancock, Boston, NC
- Amit Gaglani, CEPA, Amit Gaglani, New York, NY
- Carla Gardiner, CEPA, Edward Jones, Corpus Christi, TX
- James Gasaway, CEPA, Gasaway Investment Advisors, Inc., Kalamazoo, MI
- David Gaynes, CEPA, Gaynes Financial Services, Inc., Atlanta, GA
- James Gebhardt, CEPA, Gebhardt Group, Inc., Lafayette, CA
- Daniel Gilham, CEPA, Farther Finance, Atlantic Beach, FL
- Thomas Gillund, CEPA, Morgan Stanley, St. Paul, MN
- Michelle Gilly, CEPA, RBC, Denver, CO
- Ryan Glinn, CEPA, Tolmiros Financial Designs, Warren, OH
- Angela Golden, CEPA, Productive Dentist Academy, Anacortes, NV
- James Gorzynski, CEPA, Slate Strategy Inc, Tega Cay, SC
- Wes Gottesman, CEPA, Raymond James, Sarasota, FL
- Cara Gray, CEPA, Good Morning Freedom, Chicago, IL
- Michael Greenfield, CEPA, Morgan Stanley, San Francisco, CA
- Rosemary Guilfoyle, CEPA, Private Wealth Management of Coral Gables-Raymond James, Coral Gables, FL
- Christopher Hammond, CEPA, Alliant Capital Advisors, LLC, Brentwood, TN
- Timothy Hampson, CEPA, Edward Jones, Amherst, MA
- Matthew Harper, CEPA, Edward Jones, Zanesviile, OH
- Gabriel Harrington, CEPA, Merrill Lynch, Kansas City, KS
- William Harris, CEPA, WH Cornerstone Investments, Duxbury, MA
- Nathan Harrison, CEPA, Quest Agency Wealth Management, Tomball, TX
- Mohamed Hegazy, CEPA, Edward Jones, Calgary, Alberta
- Carolina Hellström, CEPA, Business Clinic, Stockholm, Sweden
- Brandon Helton, CEPA, Edward Jones, Greeneville, TN
- Eric Hermanson, CEPA, Rockefeller Global Family Office, Atlanta, GA
- Kellan Herndon, CEPA, Edward Jones, Lynden, WA
- Jerrod Hester, CEPA, Edward Jones, Athens, AL
- Michele Hightower, CEPA, Morgan Stanley, Decatur, AL
- Michael Howard, CEPA, Morgan Stanley, Dallas, TX
- Bruno Interlandi, CEPA, Thrivent, Houston, TX
- Alix James, CEPA, Chadd House Partners, LLC, Chadds Ford, PA
- Diana Jaquith, CEPA, WISE Advise + Assist Team, Martinez, GA
- Preston Johnson, CEPA, Edward Jones, Garden City, KS
- Charlotte Jones, CEPA, Edward Jones, Kamloops, British Columbia
- Chianne Jones, CEPA, Edward Jones, El Cajon, CA
- David Jones, CEPA, Edward Jones, Lubbock, CA
- Caden Jones, CEPA, Northstar Financial Management, Moscow, TX
- Warsha Joshi, CEPA, Dare To Scale, Dubai, Emirate of Dubai
- Ross Junge, CEPA, McGill Junge Wealth Management, Clive, IA
- Jacob Kamine, CEPA, Morgan Stanley, Palo Alto, CA
- Erik Karlson, CEPA, Edward Jones, San Diego, CA
- Andrew Keck, CEPA, Morgan Stanley, Rehoboth Beach, DE
- Evan Keefer, CEPA, Kris-Way Holdings, Falmouth, ME
- Annette Kendall, CEPA, Morgan Stanley, Portland, OR
- Tate Kerst, CEPA, What's Next 4 Financial Advisors, Kansas City, KS
- Faheem Khwaja, CEPA, Merrill Lynch, Houston, TX
- Tari Kinateder, CEPA, Ferguson Wellman Capital Management, Portland, OR
- Jules Klose, CEPA, Tide Creek Financial Group, Elkridge, MD
- Lawson Knight, CEPA, Edward Jones, Walla Walla, WA
- Kevin Koster, CEPA, Sandweiss Koster, Inc., Kansas City, MO
- Dustin Kuhlman, CEPA, Edward Jones, Westlake, OH
- Daniel Kuhn, CEPA, Morgan Stanley, Providence, RI
- Robert Lake, CEPA, FocalPoint Business Coaching, Apex, NC
- Darcy Larouche, CEPA, Larouche Private Wealth Mangaement, Timmins, Ontario
- Nick Lawson, CEPA, Thrivent, Des Peres, MO
- Wesley Ledbetter, CEPA, Edward Jones, Eufaula, OK
- David Lewis, CEPA, Edward Jones, Bar Harbor, ME
- William Locke, CEPA, Wells Fargo, Austin, TX
- Karl Loehle, CEPA, Merrill Lynch, Vienna, VA
- Susan Lovejoy, CEPA, Thrivent, Lehighton, PA
- Nicholas Luisi, CEPA, Merrill Lynch, Paramus, NJ
- George Luke, CEPA, Axiom Wealth Strategies, Moscow, ID
- Mary Lytch, CEPA, Bank OZK, Charlotte, NC
- Matthias Mackay, CEPA, National Philanthropic Trust, Chicago, IL
- Craig MacMullin, CEPA, Center for Entrepreneurship Education & Development, Halifax, Nova Scotia
- Nubia Madrid, CEPA, Edward Jones, Aurora, CO
- Sean Manatt, CEPA, Edward Jones, San Diego, CA
- Betty Marzec, CEPA, Edward Jones, Vero Beach, FL
- Brien Mattingly, CEPA, Merrill Lynch, Fort Collins, CO
- Beth McGuire, CEPA, Elizabeth T McGuire CPA, LLC, Lady Lake, FL
- Elizabeth McLean, CEPA, Edward Jones, North Myrtle Beach, SC
- Adam McMurtrey, CEPA, NextHorizon, Provo, UT
- Matt McNally, CEPA, Edward Jones, Sun City West, AZ
- Michael Meara, CEPA, RBF Advisors, St. Louis, MO
- Jordan Melton, CEPA, Edward Jones, Hartsville, SC
- Jeremy Mesches, CEPA, Wells Fargo, Scottsdale, AZ
- Scot Meyer, CEPA, Morgan Stanley, San Francisco, CA
- Suzanne Mikes, CEPA, Consumers National Bank, Minerva, OH
- Jessica Millan, CEPA, Edward Jones, Rochester, NY
- Joshua Miller, CEPA, Omega Wealth Planners of Raymond James, Boca Raton, FL
- Austin Mims, CEPA, Edward Jones, Medina, OH
- Nicola Miranda, CEPA, Edward Jones, Westlake, CA
- Steven Miranda, CEPA, Merrill Lynch, Laguna Niguel, OH
- Ryan Molloy, CEPA, RPM Wealth Management, Denver, CO
- Alexander Monroe, CEPA, Symphony Wealth Group, Plano, TX
- James Morrison, CEPA, UBS Financial Services, Inc., Jackson, MS
- Benjamin Mossman, CEPA, What's Next, Parker, CO
- Kristen Murphy, CEPA, Pinnacle Financial Partners & Raymond James, Nashville, TN
- Walter Myers, CEPA, Edward Jones, Ball, LA
- Randall Nakamura, CEPA, Swell Wealth Management, Neptune Beach, FL
- Todd Nelson, CEPA, Edward Jones, Franklin, TN
- Matthew Nies, CEPA, Merrill Lynch, Chicago, IL
- Kyle Olson, CEPA, Thrivent, Hiawatha, KS
- Chris Pape, CEPA, Pape Financial, Bentonville, AR
- Paranj Patel, CEPA, Morgan Stanley, New York, NY
- Casey Patrick, CEPA, finoBlue, Atlanta, GA
- Cara Paynter, CEPA, Morgan Stanley, Laguna Niguel, CA
- Malcolm Peele, CEPA, Synovus, Suwanee, GA
- Elijah Pell, CEPA, Edward Jones, Barre, VT
- Kathryn Pennington, CEPA, Ameriprise Financial, Minnetonka, MN
- Frank Pickett, CEPA, Auro Wealth Management, La Quinta, CA
- Kyle Playford, CEPA, Freedom Financial Partners, Oakdale, MN
- Ryan Pope, CEPA, Modera Wealth Management, Atlanta, GA
- Charles Powers, CEPA, UBS Financial Services, Inc., Boise, ID
- Manish Puri, CEPA, Edward Jones, Champaign, IL
- Steve Rabin, CEPA, Ameriprise Financial, Gilbert, AZ
- David Ravenscroft, CEPA, Next Generation Projects, Dubai, Emirate of Dubai
- Brice Redmond, CEPA, Merrill Lynch, Westlake Village, CA
- Rob Reich, CEPA, Wells Fargo, McLean, VA
- Kristopher Reinhardt, CEPA, Edward Jones, Holland, MI
- Barry Rice, CEPA, Edward Jones, Westlake, OH
- Cameron Rios, CEPA, Edward Jones, Holland, MI
- Jennifer Rust, CEPA, Edward Jones, Carson City, NV
- Ian Sachs, CEPA, Risk Resource, Scottsdale, AZ
- John Sack, CEPA, Morgan Stanley, New York, NY
- Magda Salgado, CEPA, Alex. Brown, a division of Raymond James, Miami, FL
- Alyssa Sanders, CEPA, Edward Jones, Bay City, TX
- Brady Schenk, CEPA, Morgan Stanley, Amarillo, TX
- Chris Schilmoeller, CEPA, Edward Jones, Orlando, FL
- Joseph Sciabica, CEPA, Patel & Sciabica Financial Group LLC, Beacon, NY
- Randall Scianna, CEPA, Morgan Stanley, Orland Park, IL
- Nicholas Seligman, CEPA, Edward Jones, Durham, NC
- Nathan Sensenig, CEPA, NRU Business Solutions, Naples, FL
- James Sexton, CEPA, Edward Jones, St. Simons Island, GA
- Ryan Shannon, CEPA, Prime Capital Financial, Charleston, SC
- Mimi Shih, CEPA, Rockefeller Capital Management, New York, NY
- Harold Slade, CEPA, Synovus, Milledgeville, GA
- Gina Slayton, CEPA, Bartlett Wealth Management, Cincinnati, OH
- James Smeenge, CEPA, Edward Jones, West Palm Beach, FL
- Kimber Smith, CEPA, Edward Jones, Fairfield, CA
- Coby Snyder, CEPA, Mustang Private Wealth, San Luis Obispo, CA
- Jeremy Sorenson, CEPA, Aspen Private Advisors, Sioux Falls, SD
- Michael Stagoski, CEPA, Edward Jones, Chesterfield, MO
- Lisa Stephens, CEPA, Transworld, Southfield, MI
- Ellen Stewart, CEPA, Wells Fargo, Palm Beach Gardens, FL
- Michael Sullivan, CEPA, Edward Jones, Lawrenceville, GA
- Vanessa Talbott, CEPA, Ebitda Business Advisors, Bradenton, FL
- Jack Teitz, CEPA, WorldClass Business Solutions, Pittsburgh, PA
- Elizabeth Teleki, CEPA, Park Place Advisory, Peterborough, Ontario
- Frank Thomas, CEPA, Edward Jones, Simpsonville, SC
- James Toft, CEPA, Edward Jones, Denver, CO
- Daniel Trotter, CEPA, Edward Jones, Westlake, OH
- Preston True, CEPA, Truepoint Advisors LLC, Beverly Hills, MI
- Brion Umidi, CEPA, Umidi + Company, Inc., Arnold, MD
- Jeremy Vance, CEPA, Wells Fargo, Austin, TX
- Nestor Vargas, CEPA, Green Mountain Planning, Lakewood, CO
- Matt Ventura, CEPA, Morgan Stanley, Plano, TX
- Kevin Victory, CEPA, Merrill Lynch, Jacksonville, FL
- Kiran Vishwasrao, CEPA, Edward Jones, Regina, Saskatchewan
- Gregory Wagner, CEPA, Edward Jones, Chevy Chase, MD
- Katie Wall, CEPA, Edward Jones, Garner, NC
- Gregory Weitzman, CEPA, Weitzman Coaching, San Francisco, CA
- Maximilian Westerman, CEPA, Raymond James, Boynton Beach, FL
- Seth Wheeler, CEPA, Halcyon Wealth Strategies, Charlotte , NC
- Caleb Whicker, CEPA, Thrivent, Carmel, IN
- James White, CEPA, EOS Worldwide, Glen Allen, VA
- Erik Willanger, CEPA, Raymond James, Beverly Hills, CA
- Chad Williams, CEPA, Calder Capital, Grand Rapids, MD
- Andrew Williams, CEPA, Edward Jones, Leesburg, MI
- Leslie Williams, CEPA, RBC, Hunt Valley, VA
- Corbin Wilson, CEPA, Edward Jones, Owensboro, KY
- Alex Woods, CEPA, BusinessPulse, LLC, Chattanooga, TN
- Carla Wright, CEPA, Plaza Towers, Atlanta, GA
- Lisa Young, CEPA, Ameriprise Financial, Bedford, MN
- Helen Zhang, CEPA, Helenistic Growth LLC, Chapel Hill, NC
- Peter Zobro, CEPA, Edward Jones, Hobart, WI
We look forward to supporting all of you, alongside the entire CEPA network, as you change outcomes for the middle market!
Join the ranks of our distinguished June 2024 CEPA class and discover why exit planning isn't just a service—it's a transformative strategy. By earning your CEPA credential, you gain access to a global network of top-tier advisors and exclusive resources that empower you to navigate complex transitions with confidence. Visit www.EarnCEPA.com today to explore how the Certified Exit Planning Advisor Program can elevate your practice."