The Growth of the Exit Planning Institute Team into 2024

As the Certified Exit Planning Advisor community continues to grow and Exit Planning Institute offerings expand, the EPI team has grown significantly to surpass the needs of the exit planning community. 

With over 4,500 CEPAs in the marketplace, 25 chapters in our national EPI Chapter Network, and over 20 courses in our EPI Academy, Exit Planning Institute continues to be the authority in exit planning. To continue to serve our advisor community, EPI has added five new members to our expanding team. 

Meet the newest additions to the Exit Planning Institute team below! 

Anna Centifanti

Anna Centifanti joined EPI in December 2023. In her role as a Member Support Representative, Anna Centifanti plays a crucial part in ensuring a positive and seamless customer experience for all Certified Exit Planning Advisor (CEPA) program attendees. With experience working in operations and customer experience roles, Anna exemplifies the commitment to excellence that defines the EPI experience. With her proactive and client-focused approach, Anna ensures that every member receives unparalleled support throughout their journey with the CEPA program. 

At EPI, we firmly acknowledge that providing unwavering support to our members is not just integral but paramount to their success in the CEPA program. In line with this commitment, our dedicated Member Support team takes center stage, placing a high priority on actively assisting participants, offering timely and tailored guidance, and cultivating a nurturing environment. Our goal is to go beyond the conventional support framework, creating an ecosystem that elevates the overall experience and success of each member.

Anna shares, “I like working at EPI because I enjoy the collaborative environment and the opportunity to work with talented and passionate people. I’m also excited to be here as the company continues to grow. I am looking forward to being part of an already great team and getting to help others as they begin their journey to becoming CEPAs.”

 Fun Fact about Anna: 

Outside of work, she loves spending time with family and friends and hosting themed parties. She also enjoys trips to the ocean and spending time on the beach, as well as going downtown to enjoy performances and plays at the theater.

Brennan Diana

Brennan began at EPI in December 2023. In his role as a Member Support Representative, Brennan Diana plays a crucial part in ensuring a positive and seamless customer experience for all Certified Exit Planning Advisor (CEPA) program attendees. He exemplifies the commitment to excellence that defines the EPI experience. With his proactive and client-focused approach, Brennan ensures that every member receives unparalleled support throughout their journey with the CEPA program. 

At EPI, we firmly acknowledge that providing unwavering support to our members is not just integral but paramount to their success in the CEPA program. In line with this commitment, our dedicated Member Support team takes center stage, placing a high priority on actively assisting participants, offering timely and tailored guidance, and cultivating a nurturing environment. Our goal is to go beyond the conventional support framework, creating an ecosystem that elevates the overall experience and success of each member.

Brennan shares, “One of the first things I noticed about EPI was that the culture was entirely different than any other job I’ve had. In my time here, I have been met by a welcoming group of people who care about their employees and foster an enjoyable work environment. They practice what they preach, and it is a breath of fresh air to work for a company that prioritizes their core values.”

He enjoys engaging with incoming CEPAs and helping them wherever he can is highly rewarding for me. Brennan continues, “I like that I will be meeting our candidates and getting to connect and support wherever I can.”

Fun Fact about Brennan: 

Brennan has played drums his whole life and enjoys listening and engaging in music. He also loves cooking and makes dinner almost every night and tries to develop his skills in the kitchen by being creative with food.

Madison Knaack

Madison began her career with EPI in December 2023. Through her role as Marketing Coordinator, Madison Knaack infuses creativity and precision into our dynamic Marketing team at EPI. Madison has experience in digital marketing and asset creation. She is responsible for the marketing, execution, and growth of EPI’s webinars and CEPA Think Tanks. With a passion for crafting compelling content, coordinating impactful campaigns, and leveraging digital platforms, Madison plays a key role in enhancing our brand visibility and engagement.

Madison's expertise extends beyond conventional marketing approaches, ensuring that each webinar and CEPA Think Tank is not only informative but also an engaging experience for participants. 

Madison shares, “In the time I've been here, the entire team at EPI has been open and welcoming. The leadership team, especially Paige, has worked to keep us involved and ‘in the know’ with EPI jargon so I can be engaged in conversations. The team has a lot of fun but works extremely hard. I have been thrown into training that not only will benefit me as an employee but also allow me to have certifications to show for my time here in less than a month. I also won tickets to a Cavs game at a team-wide meeting which was incredible! I'm looking forward to working more collaboratively with my team and getting to know the nitty-gritty.”

Fun Fact about Madison:

Madison is a huge reader and has found a passion for making video reviews and other content surrounding books (almost exclusively fiction). She spends most of her time outside of EPI either reading or making this content to post and have conversations with other book lovers. Outside of reading, Madison enjoys rock climbing, going to the gym, and spending time with her friends and family.

Alex Lucas

Alex Lucas began her career with EPI in December 2023. As EPI’s Graphic Designer, Alex brings a blend of artistic flair and strategic vision to our creative endeavors, playing a pivotal role in shaping the visual identity of EPI. With her vast experience in art direction and digital asset creation, Alex has a keen eye for design aesthetics and a passion for translating complex concepts into visually compelling graphics, she elevates our marketing collateral, ensuring a seamless and captivating brand experience.

From crafting visually stunning presentations to designing captivating social media assets, Alex infuses creativity into every aspect of our marketing materials. With an innate ability to understand and amplify our brand narrative, she contributes to making EPI's content not only informative but visually engaging.

Alex shares, “What I truly appreciate about working at EPI is the commitment to bringing out the best in everyone. EPI takes the time to teach and gradually integrate newcomers, like myself, into the company and roles, which is a refreshing change of pace from my previous experiences. This approach makes for such a positive work environment and helps contribute to a smooth transition. What I find most gratifying about my role is the ability to transform the team's creative concepts into tangible pieces. As a designer, there's a unique joy in taking ideas from inception to fruition and bringing them to life in a way that resonates visually. I’m looking forward to working on future projects.”

Fun Fact about Alex: 

Alex enjoys cooking and baking. Outside of that, she enjoys reading, taking her dog to the park, or exploring antique/vintage/curiosity shops. Alex also loves going on mini road trips with friends and daydreaming of going back to Europe.

Colin Pyecroft

Colin began working with EPI in November 2023. Colin Pyecroft is a dynamic Sales Development Representative who plays a pivotal role in driving the continued growth of the CEPA community. With a genuine passion for building authentic connections, Colin's primary goal is to establish meaningful relationships with a diverse array of advisors within the exit planning community. He understands that fostering lasting connections is not merely a transactional process but a journey that involves understanding the unique needs and aspirations of each advisor. 

Just like developing an effective exit planning strategy for a transitioning owner, EPI recognizes that adding exit planning to your firm’s strategy is not “one size fits all.” This is why Colin, alongside the EPI Business Development team, helps new and prospective CEPAs understand the marketplace opportunity and how it fits into your firm’s current service model.

Colin shares, “I enjoy the teamwork within each team, the focus on personal growth, and the opportunity to come in and immediately be effective on the sales team. In my role, I can connect with people daily and help diversify the CEPA community with a variety of advisor types.”   

Fun Fact about Colin: 

Colin enjoys working out, traveling, and spending time with his friends and family outside of work. 

Meet the entire EPI Team here!