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

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

To learn how to create, lead, or advise others on how to use exit planning in business, visit www.EPIMasterclass.com now.

Education That Delivers Results

Upcoming Virtual CEPA Broadcasts:

Register to attend the CEPA Program on any of the six upcoming EPI Masterclass™ sessions now!