EPI is Pleased to Welcome 87 New Advisors to the CEPA Community

EPI Masterclass

June Class of 2020

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

  • Stacy Allred, CEPA, Merrill Lynch, Sammamish, WA [read more]
  • Garrett Alton, CEPA, Wilmington Trust, Atlanta, GA [read more]
  • John Anderson, CEPA, Merrill Lynch, Edina, MN [read more]
  • Joseph Biondolillo, CEPA, BiondFinancial [read more]
  • Daniel Bishop, CEPA, Black Swan Advisors, LLC., McLeansboro, IL [read more]
  • Lee Bowman, CEPA, Five Point Financial, Charlotte, NC [read more]
  • Michael Brezina, CEPA, Valentus Specialty Chemicals [read more]
  • Kathryn Bryan, CEPA, Dorman Legacy Advisors And Skylight Financial Grou, Medina, OH [read more]
  • George Burnette, CEPA, First Citizens Wealth Management, Raleigh, NC [read more]
  • Neil Byrne, CEPA, PNC Bank, Louisville, KY [read more]
  • Scott Cousino, CEPA, Legacy Capital Planners, LLC., Grand Rapids, MI [read more]
  • Christopher Cousins, CEPA, Financial Architects, Inc., Farmington Hills, MI [read more]
  • Rufus Cressend, CEPA, Waterfront Wealth Management, Metairie, LA [read more]
  • Sonia Crumpler, CEPA, Merrill Lynch Private Wealth Management, Atlanta, GA [read more]
  • Michael Dolezal, CEPA, U Advisors, Mahtomedi, MN [read more]
  • Timothy Dougherty, CEPA, Financial Guide, LLC., Horsham, PA [read more]
  • Barry Engelman, CEPA, Barry Engelman, LLC., Woodway, TX [read more]
  • James Enriquez, CEPA, Strategic Insights Financial Planning Group, Mission, TX [read more]
  • Sandra Finch, CEPA, Finch Exit Strategies, PLLC, Spring, TX [read more]
  • Karin Foster, CEPA, Treveri Law PC, Albuquerque, NM [read more]
  • Mark Fulton, CEPA, Merrill Lynch, Austin, TX [read more]
  • Carla Furuno, CEPA, BNY Mellon Wealth Management, Laguna Beach, CA [read more]
  • John Gardner, CEPA, Merrill Lynch Bank of America, Louisville, KY [read more]
  • George Gerhard, CEPA, Watchtower Advisory LLC., Elmsford, NY [read more]
  • Angela Gonino, CEPA, Chemical Bank, Birmingham, MI [read more]
  • Harry Grant, CEPA, JTL Wealth Partners [read more]
  • Andre Hamilton, CEPA, Roark Capital, Mableton, GA [read more]
  • Zachary Han, CEPA, 1984, Saint Louis, MO [read more]
  • Don Hardison, CEPA, Merrill Lynch, Louisville, KY [read more]
  • Nathaniel Harris, CEPA, First Citizens Bank [read more]
  • Jason Hetland, CEPA, Hetland Financial LLC., Minneapolis, MN [read more]
  • Gregory Hoffman, CEPA, GAH Capital, Glen Oaks, NY [read more]
  • Cory Howard, CEPA, Merrill Lynch [read more]
  • Henry Jakobsze, CEPA, UBS Financial Services, Inc., Downers Grove, IL [read more]
  • Zack Johnson, CEPA, Johnson & Brannen Advisory Group, Athens, GA [read more]
  • Daniel Johnson, CEPA, Parsec Financial Winston, Salem, NC [read more]
  • Jennifer Kasker, CEPA, UBS, Tuxedo Park, NY [read more]
  • Suzanne Killea, CEPA, Merrill Lynch, Hillsborough CA [read more]
  • Andrew Klein, CEPA, Focal Point Financial Strategies, Madison, WI [read more]
  • John Kostic, CEPA, Beacon Wealth Team, Newport Beach, CA [read more]
  • Chris Kramer, CEPA, Integrity Exit Strategies, Chino Hills, CA [read more]
  • Todd Krough, CEPA, Tealwood Asset Management, Minneapolis, MN [read more]
  • Maria Kutscher, CEPA, UBS Financial Services, Inc. Huntington Beach, CA [read more]
  • John Limongelli, CEPA, NRL Wealth Creation Strategies LLC., Roslyn, NY [read more]
  • Ellen Linares, CEPA, HF Financial [read more]
  • David Lloyd, CEPA, UBS Financial Services, San Antonio, TX [read more]
  • Hawley MacLean, CEPA, MacLean Financial Group [read more]
  • Matt Magness, CEPA, Concordia SBDC, Fargo, ND [read more]
  • Manuel Monasterio, CEPA, UBS Financial Services, Inc., Santa Fe, NM [read more]
  • Mike Morgan, CEPA, Wilmington Trust, Cumming, GA [read more]
  • James Motteler, CEPA, Ameriprise Scotts, Valley, CA [read more]
  • Troy Murray, CEPA, Poloplaz, Inc., Jacksonville, AR [read more]
  • Anthony Nichols, CEPA, The CFO Matrix, LLC., Richardson, TX [read more]
  • Colin Nicholson, CEPA, Withum, Orlando, FL [read more]
  • William Nugent, CEPA, UBS Financial Services, Inc., Riverview, FL [read more]
  • Michael O’Connell, CEPA, Merrill Lynch, Lutherville Timonium, MD [read more]
  • Joe Palma, CEPA, Cornerstone Advisors, Bangor, PA [read more]
  • W Scott Parker Jr., CEPA, UBS, Fort Lauderdale, FL [read more]
  • Frank Pellicori, CEPA, UBS, Chicago, IL [read more]
  • Allen Pierce, CEPA, UBS Financial Services, Colorado [read more]
  • Matthew Poole, CEPA, Rancho Private Wealth, San Diego, CA [read more]
  • Jameson Pugh, CEPA, H&A Capital Group, LLC., Auburn, AL [read more]
  • Zachary Ryan, CEPA, Lethert, Skwira, Schultz & Co. LLP, Saint Paul, MN [read more]
  • Krystall Sanford, CEPA, UBS Private Wealth Management, Atlanta, GA [read more]
  • Justin Schnurstein, CEPA, UBS, Las Vegas, NV [read more]
  • Lan Shaw, CEPA, Vision Financial Planning, Inc, California [read more]
  • Jacqueline Sheffer, CEPA, Merrill Lynch, Ballston Spa, NY [read more]
  • Kenny Sheresky, CEPA, Royal Bank of Canada Wealth Management [read more]
  • Lawrence Sidney, CEPA, MacLean Financial Group [read more]
  • Darren Siegrist, CEPA, Merrill Lynch, Irvine, CA [read more]
  • Bill Simonet, CEPA, Simonet Financial Group, LLC., Kyle, TX [read more]
  • Heather Smart, CEPA, WGG Wealth Partners, Roseville, CA [read more]
  • Eddy Smith, CEPA,  Knoxville, TN [read more]
  • Alexander Smith, CEPA, UBS Financial Services, Inc., Long Island City, NY [read more]
  • Lisa Snyder, CEPA, UBS Financial Services, Inc., Beverly Hills, CA [read more]
  • Dan Springer, CEPA, MFG [read more]
  • Sara Stanich, CEPA, Cultivating Wealth, Montauk, NY [read more]
  • Nicholas Tarrab, CEPA, UBS Financial Services Inc., Lafayette, CA [read more]
  • Shannon Thompson, CEPA, Creative Wealth Management Group, Winston-Salem, NC [read more]
  • David Timms, CEPA, Merrill Lynch, GA [read more]
  • Kate Vriner, CEPA, Sunbelt Business Advisors, Dayton, OH [read more]
  • Alex Weatherly, CEPA, Callison, Tighe & Robinson, LLC., Lexington, SC [read more]
  • Hardy Winburn, CEPA, Winburn Wealth Management, AR [read more]
  • Greg Wood, CEPA, Phoenix Exchange Corporation, Kitchener, Ontario [read more]
  • Lindsey Young, CEPA, Quiet Wealth LLC., Baltimore, MD [read more]
  • Henry Ziff, CEPA, Sentrik Ltd., London, London [read more]
  • Brett Zion, CEPA, Merrill Lynch, Knoxville, TN [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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