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

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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