January Class of 2021

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

• Susan Alvanos, CEPA, Ameriprise Financial, Agawam, MA
• Mike Andrews, CEPA, Assante, London, ON
• Ricardo Armijo, CEPA, Raymond James, Rochester Hills, MI
• Mike Auger, CEPA, Commonwealth Financial Group, Boston, MA
• Sean Barrett, CEPA, Business Exit Navigatgors, San Diego, CA
• Tom Bartos, CEPA, FocusCFO, Pittsburgh, PA
• Gil Bean, CEPA, InFlow Advisory, Mays Landing, NJ
• Warren Bergen, CEPA, AVAC Ltd, Sherwood Park, AB
• Forest Bookman, CEPA, FocusCFO, Chagrin Falls, OH
• Matthew Borchardt, CEPA, CLA, MINNETRISTA, FL
• Ian Borman, CEPA, Rice Financial Group, Wilsonville, OR
• Sarah Bothner, CEPA, UBS Financial Services, Inc., Washington, DC
• Mark Boutros, CEPA, Morgan Stanley, New Brunswick, NJ
• Dan Bowdey, CEPA, FocalPoint Business Coaching & Training, Boulder, CO
• Nathan Brinkman, CEPA, Triumph Wealth Management, LLC, Madison, WI
• Jennifer Brooks, CEPA, PNC, Grayslake, IL
• Anthony Cadieux, CEPA, Grandview Advisors of Raymond James, Charlotte, NC
• Carrie Cannon, CEPA, UBS, Conshohocken, PA
• Mark Carlson, CEPA, AVAC Group, CALGARY, AB
• Brian Carney, CEPA, RiversEdge Advisors, Hockessin, DE
• Justin Carpenito, CEPA, Morgan Stanley, Seattle, WA
• Brandon Chase, CEPA, Beacon Hill Wealth Services of Raymond James, Fort Worth, TX
• Anthony Citrolo, CEPA, The NYBB Group LLC, Old Bethpage, NY
• Rochelle Clarke, CEPA, Succession Strength, Concord, Noord-Holland
• Stephen Coskran, CEPA, Annual Insights, Minneapolis, MN
• Daniel Crowe, CEPA, Merrill Lynch, Raymore, MO
• Daniel D’Alberto, CEPA, D’Alberto, Graham & Grimsley, West Columbia, SC
• Lee Daniels, CEPA, White Rhino Business, Cypress, TX
• Walker Deibel, CEPA, Quiet Light Brokerage, St. Louis, MO
• David Delap, CEPA, Delap LLP, Milwaukie, OR
• Martin DesLauriers, CEPA, UBS Financial Services, Sioux Falls, SD
• Isaiah Douglass, CEPA, Vincere Wealth Management, LLC, Indianapolis, IN
• Maria Duey, CEPA, Leonine Advisory, Bloomfield Hills, MI
• Yelena Edelstein, CEPA, Blackmore Partners, Northfield, IL
• Jim Fair, CEPA, UBS Financial, Winchester, MA
• Jeff Farrington, CEPA, FocusCFO, Utica, MI
• Armando Feighl, CEPA, City National Bank, Laguna Niguel, CA
• Curtis Fessler, CEPA, Regions Bank, Houston, TX
• John Fieberg, CEPA, Edward Jones, San Diego, CA
• Shelley Forsythe, CEPA, CIBC Private Wealth Management, Port Moody, BC
• Amie Fox, CEPA, Skylight Financial Group, Cleveland, OH
• Sharon Frank, CEPA, Merrill Lynch, Columbus, OH
• Mark Frey, CEPA, Mark C. Frey and Associates L.L.C., Louisville, KY
• Neil Fujita, CEPA, RBC Wealth Management, Rancho Palos Verdes, CA
• John Gaynor, CEPA, Raymond James, Rochester, MI
• Noreen Gillen, CEPA, Merrill Lynch, Woodside, NY
• Alex Gilman, CEPA, UBS Financial Services, Inc., New York, NY
• Jeffrey Goering, CEPA, GOEplan Financial Group, Telford, PA
• Charles Goetz, CEPA, Holvick & Associates, Grand Blanc, MI
• Cam Goodwin, CEPA, HawsGoodwin Wealth, Franklin, TN
• Angela Grabovsky, CEPA, Impact Financial Group, Indianapolis, IN
• David Green, CEPA, FocusCFO, Powell, OH
• Kevin Hammer, CEPA, Merrill Lynch, Pensacola, FL
• Jeremy Harness, CEPA, MassMutual, Ballwin, MO
• Matt Haske, CEPA, Financial Designs, Forest, VA
• Paul Heath, CEPA, University of Iowa, Coralville, IA
• Richard Houston, CEPA, Fifth Third Private Bank, Charlotte, NC
• Jason Howell, CEPA, Above the Line Certified Public Accountants, PC, Gillette, WY
• Jonathan Hughes, CEPA, CLA, Bridgewater, MA
• Richard Hynes, CEPA, Merrill Lynch, Lakewood Ranch, FL
• Laurie Ingwersen, CEPA, The Harvest Group Wealth Management, Waltham, MA
• Anna Irving, CEPA, SME People Ltd, Auckland, Auckland
• David Jacobs, CEPA, Link Business – Silicon Valley, Menlo Park, CA
• Cheryl Jankowski, CEPA, Lumsden & McCormick LLP, Hamburg, NY
• Brock Jolly, CEPA, Veritas Financial, ARLINGTON, VA
• Laura Khorshid, CEPA, Merrill Lynch, Century City, CA
• Suk-Ja Kim, CEPA, BB&T now Truist, Clifton, VA
• Jamin King, CEPA, Merrill Lynch, Aiken, SC
• Benjamin Klein, CEPA, Merrill Lynch, Northbrook, IL
• James Kramer, CEPA, Kramer Financial, St Cloud, MN
• James Kuipers, CEPA, All Solutions MI, LLC, Grand Rapids, MI
• Gregg Larson, CEPA, Ameriprise Financial Services, Inc., Spokane, WA
• Lisa Ligas, CEPA, Wilmington Trust, Newport Beach, CA
• John Low, CEPA, Merrill Lynch, Bloomfield Hills, MI
• Grant Marsh, CEPA, Marsh, Stone, Huang & Associates, Vienna, VA
• John Marsh, CEPA, Bristol Group, Atlanta, GA
• Joseph Marus, CEPA, Merrill Lynch, Greensboro, NC
• Brian Matter, CEPA, CCMI, San Diego, CA
• Lesli Matukaitis, CEPA, FocusCFO and Funk Financial, Livonia, MI
• Mitch McCann, CEPA, McCann Retirement Strategies, Bloomfield Hills, MI
• Donald McElroy, CEPA, Raymond James, Seminole, FL
• John McGourty, CEPA, CFG / MassMutual, Westborough, MA
• John McIntyre, CEPA, Gearty & McIntyre, LLP, Florham Park, NJ
• Joshua Meltzer, CEPA, Diversified Business Advisors, LLC, Arlington, MA
• Dana Menard, CEPA, Twin Cities Wealth Strategies, Inc., Maple Grove, MN
• Peter Mendall, CEPA, Mendall Financial Group, LLC, Augusta, ME
• Ross Menke, CEPA, Mariner Wealth Advisors, Sioux Falls, SD
• Samantha Metcalf, CEPA, CliftonLarsonAllen (CLA), WI
• Arkady Milgram, CEPA, Milgram Financial and Services, LLC, CA
• Anita Miller, CEPA, Ameriprise Financial Advisors, LLC, Abilene, KS
• Derek Miller, CEPA, Feldmeyer Financial Group, Dayton, OH
• Glen Milligan, CEPA, Raymond James, Birmingham, MI
• Leland Mindnich, CEPA, Mohamed-Merola Wealth Management, Boston, MA
• Branden Minuth, CEPA, Merrill Lynch, Midland, MI
• Kent Mitchell, CEPA, Venturi Private Wealth, The Hills, TX
• Bryan Monteverde, CEPA, Divorce Outcomes LLC, Portsmouth, NH
• Ryan Neupaver, CEPA, Santori & Peters Inc., Monroeville, PA
• Victor Ng, CEPA, Merrill Lynch, San Diego, CA
• David Ogburn, CEPA, BNY Mellon, Alamo, CA
• Sharon Olson, CEPA, Olson Wealth Group, Bloomington, MN
• Amber Ortiz, CEPA, City National Bank, Santa Barbara, CA
• Donald Page, CEPA, Merrill Lynch, Rockville, MD
• Mark Painter, CEPA, EverGuide Financial Group, Westfield, NJ
• Kristen Palazeti, CEPA, Merrill Lynch, Bloomfield Hills, MI
• Bob Palmerton, CEPA, FocusCFO, Saline, MI
• Heather Parbst, CEPA, Velocity Advisory Group, Gainesville, FL
• Daniel Paris, CEPA, Bank of America Private Bank, Boston, MA
• Justin Parker, CEPA, MidWestOne Bank, Minnetonka, MN
• Jeff Peller, CEPA, 4REAL Growth Partners, LLC, Alpharetta, GA
• Nicholas Penido, CEPA, Busola Group, Phoenix, AZ
• Robert Peters, CEPA, Merrill Lynch, Laguna Beach, CA
• Michael Philipp, CEPA, Philipp Exit Planning LLC, Grand Junction, CO
• Nicholas Pihl, CEPA, Pihl Financial Planning, Milwaukie, OR
• Greg Popera, CEPA, POH Merrill Private Wealth Management, Tysons, MD
• Larry Prutch, CEPA, RBC, Rolling Hills Estates, CA
• Andy Pulianda, CEPA, Panjaea LLC, Flower Mound, TX
• Gerald Radican, CEPA, Veritas Financial, Lansdowne, VA
• Vinil Ramchandran, CEPA, Dream Business Brokers, Long Beach, CA
• Homer Ramirez, CEPA, JP Morgan Wealth Management, Rockwall, TX
• Drake Richey, CEPA, Bush and Company, Boston, MA
• Bridget Riley, CEPA, Riley Higgins & Associates, LLC, Scottsdale, AZ
• Robert Rosario, CEPA, Smoak, Davis & Nixon LLP, Ponte Vedra, FL
• Avigail Rosemore, CEPA, Morgan Stanley, Pikesville, MD
• Bryant Ruano, CEPA, Coastal Wealth, Miami, FL
• Mark Rust, CEPA, FocusCFO, Pittsburgh, PA
• John Schwalbach, CEPA, Freedom Financial Partners, Oakdale, WI
• Bhadresh Shah, CEPA, UBS, Pasadena, CA
• David Shapiro, CEPA, Clifton Larson Allen, St. Louis Park, MN
• John Shaw, Merrill Lynch, San Francisco, UT
• Jared Siegel, CEPA, Delap LLP & Delap Wealth Advisory, Lake Oswego, OR
• Mark Sirkin, CEPA, Sirkin Advisors, White Plains, US
• Bryant Smith, CEPA, Multi-Funds, Sewickley, PA
• Larry Smith, CEPA, Divorce Outcomes LLC, Waltham, MA
• Kevin Snead, CEPA, UBS Financial Services, Inc., New Albany, OH
• Harry Sommers, CEPA, HighTowerOmaha, Omaha, NE
• Corey Steadman, CEPA, Raymond James & Assoc, Tampa, FL
• Steve Stevens, CEPA, Westpoint Financial Group, Indianapolis, IN
• Skyler Stokes, CEPA, Aloha Wealth Partners, Encinitas, CA
• Chris Struckhoff, CEPA, Lionheart Capital Management LLC, Corona, CA
• Jeremy Suarez, CEPA, Tomoro, Colts Neck, NJ
• Daniel Toaz, CEPA, PNC Wealth Management, Columbus, OH
• Aaron Tomita, CEPA, Nelson, Van Denburg & Campbell Wealth Management Group, LLC, Omaha, NB
• Michael Torrey, CEPA, TNT Financial Services, LLC, Fairfax, VA
• Benjamin Tsai, CEPA, Nexus Community Partners, St Paul, MN
• Stephanie Tsang, CEPA, North Star Resource Group, Scottsdale, AZ
• Parsa Vahid, CEPA, Strandlife Financial Group, Lake Forest, CA
• William VanCanagan, CEPA, Datsopoulos, MacDonald & Lind, PC, Missoula, MT
• Ben VerWys, CEPA, Fiduciary Financial Advisors, Grand Rapids, MI
• Christian Vienneau, CEPA, TD Asset Management, Edmonton, Alberta
• Cengiz Volkan, CEPA, RBC Wealth Management, Rolling Hills Estates, CA
• David Walinder, CEPA, Edward Jones, Andrews, TX
• Michael Wegener, CEPA, Raymond James & Associates, Inc., Bay City, MI
• Aron Weingard, CEPA, Weingard Wealth Management of Raymond James, Fort Lauderdale, FL
• Howard Weiss, CEPA, Bank of America, Naples, FL
• Sean Wenham, CEPA, MidWestOne Bank, Golden Valley, MN
• Matt West, CEPA, Raymond James, Colorado Springs, CO
• Linnea Westlake, CEPA, Linnea Westlake Advisory, Inc. dba Transworld Business Advisors San Diego North, San Diego, CA
• Philip Whitman, CEPA, C Suite IMPACT Deal Makers, Morganville, NJ
• Gary Woolman, CEPA, Woolman Financial Group, LLC, Fort Wayne, IN
• Carmen Wright, CEPA, EntreLegacy Group, Mishawaka, IN
• Rachael Wyatt, CEPA, Venturi Private Wealth, Austin, TX
• Cory Youngs, CEPA, Peoples Bank, Mason, OH
• Joel Youngs, CEPA, Eastern Iowa SBDC, Davenport, IA
• Kevin Zeyen, CEPA, Mass Mutual, Indianapolis, IN
• Robert Zirker, CEPA, Skylight Financial Group, Bowling Green, OH
• Kurt Zuch, CEPA, Trinity Private Holdings, LLC, Dallas, TX
• Jeffrey Zurek, CEPA, Raymond James & Associates, Tampa, FL

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.

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