EPI is Pleased to Welcome 175 New Advisors to the CEPA Community

EPI Masterclass


November Class of 2020

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

  • Jean-Paul Afif, CEPA, Merrill Lynch, Placentia, CA
  • Sandra Ago, CEPA, UBS Financial Services, Inc., Houston, TX
  • Gary Aldridge, CEPA, Aldridge Valuation Advisors, Nashville, TN
  • Lauren Altschuler, CEPA, Transworld Business Brokers, Minneapolis, MN
  • Robert Amoruso, CEPA, Gideon Strategic Partners, Santa Monica, CA
  • Tyler Anderl, CEPA, Coeur Private Wealth Management of Raymond James, Coeur d’Alene, ID
  • Larry Andrews, CEPA, RBC, San Diego, CA
  • Jared Asay, CEPA, Conover Asay CPAs, PLLC, Phoenix, AZ
  • Donald Atherton, CEPA, UBS Financial Services, Inc., Spring, TX
  • Bonnie Atkinson, CEPA, Brainchild Studios, Menomonee Falls, WI
  • Keith Atneosen, CEPA, Ronald Blue Trust, Woodinville, WA
  • Michael Ayres, CEPA, CIBC Private Investment Counsel, Komoka, ON
  • Charles Balducci, CEPA, Merrill Lynch, Greenwich, CT
  • Moshe Banin, CEPA, UBS Financial Services, Inc., Surfside, FL
  • Christopher Banks, CEPA, Legacy Wealth Management, Charlotte, NC
  • Matthew Barber, CEPA, Smoak, Davis & Nixon LLP, Fernandina Beach, FL
  • Natalie Barron, CEPA, UBS Financial Services, Inc., Los Angeles, CA
  • Jeffrey Baumann, CEPA, Northeast Financial Network, Asbury Park, NJ
  • Ara Bayindiryan, CEPA, Bayworth Capital, Kenilworth, IL
  • Darin Beeghley, CEPA, UBS Financial Services, Inc., San Diego, CA
  • Bruce Berry, CEPA, Whalen & Company, CPAs, Worthington, OH
  • Emily Biehler, CEPA, TrailWise Financial Partners, Arvada, CO
  • Drew Bilotta, CEPA, Raymond James, Wayne, PA
  • Sonny Blanchard, CEPA, Ashlar Financial, Richmond, TX
  • Todd Bowman, CEPA, UBS Financial Services, Inc., Grand Rapids, MI
  • David Bratcher, CEPA, First Citizens Wealth, Atlanta, GA
  • Michael Brown, CEPA, Krilogy, Saint Peters, MO
  • David Burnett, CEPA, Somerset CPAs, Westfield, IN
  • Thomas Burt, CEPA, UBS Financial Services, Inc., Fort Myers, FL
  • David Buslee, CEPA, Clarity Management, LLC, Delafield, WI
  • Meghan Buxton, CEPA, Warsaw, OH
  • Fred Campos, CEPA, CrossBridge Global Advisors LLC, Doral, FL
  • Ben Carter, CEPA, Northwestern Mutual, Jacksonville, FL
  • Andrew Cardone, CEPA, Merrill Lynch, Sarasota, FL 
  • Ryan Cheng, CEPA, UBS Financial Services, Inc., CA
  • U-Li Cheong, CEPA, Strategic Integrative Accountants, Booragoon, Western Australia
  • Louis Colella, CEPA, JFS Wealth Advisors, Lake Milton, OH
  • Gifford Collins, CEPA, Collins Law Firm, LLC, Wauwatosa, WI
  • Cynthia Collins, CEPA, Merrill Lynch Wealth Management, San Antonio, TX
  • Glenn Conover, CEPA, Conover Asay CPAs, PLLC, Phoenix, AZ
  • Corbin Cook, CEPA, Retirement Resource Partners, LLC, Atlanta, GA
  • Eric Cooper, CEPA, Commonwealth Financial Group, Salem, NH
  • Thad Corbin, CEPA, Merrill Lynch, Nashville, TN
  • Jack Cox, CEPA, NorthBridge Business Advisors, Morris Plains, NJ
  • Sarah Crowe, CEPA, Generational Wealth Advisors, Richardson, TX
  • Pablo De La Rosa, CEPA, UBS Financial Services, Inc., Pacific Palisades, CA
  • Michael Derringer, CEPA, FocusCFO, Westerville, OH
  • Nicholas DeRuyck, CEPA, Merrill Lynch, Chula Vista, CA
  • Bruce Dillard, CEPA, UBS Financial Services, Inc., Plano, TX
  • Tim Dorothy, CEPA, Raymond James, Atlanta, GA
  • Sandra Edwards, CEPA, Merrill Lynch, Atlanta, GA
  • Kevin Elmore, CEPA, UBS Private Wealth Management, NJ
  • Rod Evans, CEPA, Comprehensive Financial Group, San Diego, CA
  • Amanda Evans, CEPA, UBS Financial Services, Inc., Houston, TX
  • George Ewins, CEPA, Raymond James, Burlington, VT
  • Randy Feger, CEPA, FocusCFO, Cranberry Township, PA
  • Teresa Finney, CEPA, Raymond James, Austin, TX
  • Randy Flicker, CEPA, Raymond James, Kalispell, MT
  • Lisa Ford, CEPA, Genesis Business and Tax Services, Wylie, TX
  • Maryellen Frank, CEPA, UBS Financial Services, Inc., AL
  • Shilpa Gandhi, CEPA, UBS Financial Services, Inc., Albertson, NY
  • Mike Gay, CEPA, Michigan SBDC, Brighton, MI
  • Jonathan Goldstein, CEPA, Jonathan C Goldstein P.C., New York, NY
  • Michael Greenen, CEPA, Lantern Wealth Guardians LTD, Elburn, IL
  • Ian Grove, CEPA, RGG Company, Napa, CA
  • Michael Haggerty, UBS Financial Services, Inc., Orange, CT
  • Laurence Haiken, CPEA, ML, Summit, NJ
  • Thomas Hall, CEPA, Merrill Lynch, Brentwood, TN
  • Alberto Hamonet, CEPA, Merrill Lynch, Westport, CT
  • Cary Hanosek, CEPA, Merrill Lynch, Upper Arlington, OH
  • Elissa Hansen, CEPA, Northspan Group Inc, Duluth, MN
  • Brian Harris, CEPA, WestPoint Financial Group, Carmel, IN
  • Don Hauck, CEPA, Heart Pine Business Advisors, Summerville, SC
  • Trey Haydon, CEPA, Raymond James, Atlanta, GA
  • Beckie Hayes, CEPA, Merchab Consulting Group, Inc., Naperville, IL
  • Jake Hayes, CEPA, Merrill Lynch, San Diego, CA
  • Shana Heckel, CEPA, Merrill Lynch, Westerville, OH
  • Jared Hegardt, CEPA, Merrill Lynch, San Diego, CA
  • Beau Henderson, CEPA, RichLife Advisors, Gainesville, GA
  • Paul Hensrud, CEPA, Ameriprise Financial – TruStone Wealth Management, Grand Forks, ND
  • Marina Hernandez, CEPA, Swiss American Wealth Advisors, Merion Station, PA
  • Scott Highmark, CEPA, Mosaic Family Wealth, MO
  • Mark Hilke, CEPA, High Wealth Solutions of Raymond James, Chattanooga, TN
  • Jamie Hilton, CEPA, UBS Financial Services, Inc., Newport, RI
  • Gary Holvick, CEPA, Holvick & Associates, Fenton, MI
  • Randale Honaker, CEPA, UBS Financial Services, Inc., Dayton, OH
  • John Hug, CEPA, UBS Financial Services, Inc., New York, NY
  • Jeremy Hus, CEPA, Barnum Financial Group, Newtown, CT
  • Katie Iacarella, CEPA, Securian Financial, Saint Paul, MN
  • Russell Jacobson, CEPA, TD Ameritrade, Fort Worth, TX
  • Rob Jamison, CEPA, Merrill Lynch, Pittsburgh, PA
  • Logan Jones, CEPA, Everhart Advisors, Dublin, OH
  • Dan Kaibel, Purpose Financial Planning LLC, IL
  • Paul Kapur, CEPA, North Atlantic Investment Powers, Belmont, MA
  • Bob Kawabe, CEPA, Kawabe & Associates, LLC, Clermont, FL
  • Jon Kempner, CEPA, Merrill Lynch, Florham Park, NJ
  • Douglas Kincart, CEPA, UBS Financial Services, Inc., San Diego, CA
  • Brooks Kindel, CEPA, Michigan Small Business Development Center, Grand Rapids, MI
  • Michael King, CEPA, First Citizens Wealth Management, Atlanta, GA
  • Keith Kitagawa, CEPA, Merrill Lynch, San Diego, CA
  • Gavin Koenig, CEPA
  • Anthony Krause, CEPA, Service Professor, Grand Rapids, MI
  • Charles Ladas, CEPA, Smoak, Davis & Nixon LLP, Miami, FL
  • Rob Larmore, CEPA, Raymond James, Atlanta, GA
  • Paul Leach, CEPA, GSE Business Consultants, Westlake, OH
  • Matt Lee, CEPA, Wilmington Trust, New York, NY
  • Amy Levenson, CEPA, UBS Financial Services, Inc., Bronx, NY
  • Jesse Lillard, CEPA, Merrill Lynch, Freeland, MI
  • John Lin, CEPA, Morgan Stanley, San Francisco, CA
  • Michael MacConnell, CEPA, Catamount Financial, Stowe, VT
  • Thomas Madigan, CEPA, UBS Financial Services, Inc., Guilford, CT
  • Jon Maldonado, CEPA, UBS Financial Services, Inc., Buda, TX
  • Jeremy Manalis, CEPA, Map & Compass, Portland, OR
  • Kori Manus, CEPA, Heartland Planning Associates, Plain City, OH
  • Karen Martin, CEPA, LPL, Mansfield, TX
  • Travis Maus, CEPA, S.E.E.D. Planning Group LLC, Binghamton, NY
  • Justin Maust, CEPA, EntreLegacy Group, Granger, IN
  • John Mays, CEPA, UBS Financial Services, Inc., The Woodlands, TX
  • Tracey McLennan, CEPA, CIBC Private Wealth, West Lorne, ON
  • William Mertz, CEPA, Corporate CFO Services, LLC, College Park, MD
  • Jennifer Messa, CEPA, PNC Bank, N.A., Philadelphia, PA
  • Sam Messerly, CEPA, Merrill Lynch, Hilliard, OH
  • Suzanne Metzger, CEPA, Chatters, Metzger and Co. PLLC, Coeur d’Alene, ID
  • Martin Midgley , CEPA, Merrill Lynch, Mesa, AZ
  • Hannah Morehouse, CEPA, Merrill Lynch, Hopkins, MN
  • Arthur Muniz, CEPA, LPL FINANCIAL, San Diego, CA
  • LJ Nagel, CEPA, Merrill Private Wealth Management, Louisville, KY
  • Ali Nasser, CEPA, AltruVista, LLC, Houston, TX
  • Cristian Nieto, CEPA, CN Advisory, LLC, Miami, FL
  • Dante Oriente, CEPA, UBS Financial Services, Inc., AL
  • Richard Orleck, CEPA, Ameriprise Financial, Las Vegas, NV
  • Catherine Petrunia, CEPA, Hawthorn, Canfield, OH
  • Adriana Puente, CEPA, BNY Mellon Wealth Management, Miami, FL 
  • Brooke Ramstad, CEPA, Boise, ID
  • Simon Reeves, CEPA, TideRock Financial, Aliso Viejo, CA
  • Samantha Resch, CEPA, BPM LLP, Sunnyvale, CA
  • Jeffrey Rhymer, CEPA, Merrill Lynch, KY
  • Todd Richardson, CEPA, PNC Wealth Management, Indianapolis, IN
  • Ken Rinehart, CEPA, UBS Financial Services, Inc., Cincinnati, OH
  • Nicholas Rose, TrailWise Financial Partners, Arvada, CO
  • Thomas Rosellini, CEPA, UBS Financial Services, Inc., Houston, TX
  • Mitch Rosenberg, CEPA, MDR Insurance & Financial Services, Thousand Oaks, CA
  • Raj Sathyaseelan, CEPA, LINK Silicon Valley, San Ramon, CA
  • Charles Saunders, CEPA, MassMutual, San Jose, CA
  • Jeffery Sauntry, CEPA, Risk Neutral, Bradenton, FL
  • Michael Scherer, CEPA, Plus Delta Consulting, Redondo Beach, CA
  • Eric Sevatson, CEPA, Smoak, Davis & Nixon LLP, Atlanta, GA
  • Freddie Sherrill, CEPA, Merrill Lynch, Houston, TX
  • Greg Skoric, CEPA, UBS Financial Services, Inc., Ridgewood, NJ
  • Clinton Smith, CEPA, SevenBridge Financial Group, Mechanicsburg, PA
  • Eric Snyder, CEPA, Merrill Lynch, Westfield, NJ
  • Randi Sorenson, CEPA, Sorenson Business Consulting, Westlake Village, CA
  • John Stewart, CEPA, Bank of America, Glenmont, NY
  • Michael Stier, CEPA, FocusCFO, Matthews, NC
  • Andy Stolz, CEPA, Stolz & Associates, Tacoma, WA
  • Michael Stradt, CEPA, RBC, Timnath, CO
  • Jennifer Stull, CEPA, PNC Bank, Pittston, PA
  • Matthew Sumnicht, CEPA, Bowline Financial, LLC, Southfield, MI
  • Jason Tholander, CEPA, North Atlantic Investment Partners LLC, Newton Lower Falls, MA
  • Tyler Thomas, CEPA. BB&T Wealth, Wilmington, NC
  • Tyler Thompson, CEPA, Raymond James, Peachtree City, GA
  • George Thornhill, CEPA, Merrill Lynch, Louisville, KY
  • Dinu Tise, CEPA, World Wide Group LLC, New Orleans, LA 
  • Joshua Torres, CEPA, Schwab, Euless, TX
  • Jeff Tottleben, CEPA, RSW Group, St Louis, MO
  • Luke Turner, CEPA, Mosaic Family Wealth, AL
  • Gustavo Vega, CEPA, Total View Advisors, Miami, FL
  • Maureen Verduyn, CEPA, The Financial Team, Inc., Carlsbad, CA
  • Robert Vorbeck, CEPA, UBS Financial Services, Inc., Meridian, ID
  • Michael Whitehurst, CEPA, Merrill Lynch, San Antonio, TX
  • Scott Wilkins, CEPA, Wilmington Trust, Atlanta, GA
  • Erin Willis, CEPA, Erin W Gay Inc, Annapolis, MD
  • Thomas Winkler, CEPA, Winkler Law, Schaumburg, IL
  • Charles Woodhull, CEPA, Northwestern Mutual, Dayton, OH
  • Brandon Zlupko, CEPA, Baker Tilly US, LLP, State College, PA

We look forward to supporting all of you, alongside the entire CEPA network, as you change outcomes for the middle market!


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