Announcement: Congratulations to 65 Certified Exit Planning Advisors to Join the Exit Planning Community

Announcement: Congratulations to 65 Certified Exit Planning Advisors to Join the Exit Planning Community


The Certified Exit Planning Advisor (CEPA) designation is awarded to those professionals who meet the experience and education requirements, attend the credentialing program, and pass the proctored exam.  The CEPA designation is accepted by more than 18 major designations and organizations, making it the most widely endorsed and accepted exit planning designation in the marketplace today. To learn more, visit www.EarnCEPA.com.


CEPA Chicago | Class of 2018

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

  • Angelo Amitsis, UBS Financial Services, Inc., New Jersey
  • Rob Collins, Collins Law Office, P.A., Minnesota
  • John Daly, UBS Financial Services, Inc., Kentucky
  • David Demarest, UBS Financial Services, Inc., Kentucky
  • Alexandre Demetrio, UBS Financial Services, Inc., Connecticut
  • John Dini, The Exit Map, Texas
  • Ben Domingue, UBS Financial Services, Inc., Louisiana
  • Ileana Dominguez, UBS Financial Services, Inc., Nevada
  • Steven Flanders, UBS Financial Services, Inc., New York
  • Matt Geesman, UBS Financial Services, Inc., Illinois
  • Adam Goldstein, Buckingham Strategic Wealth, Missouri
  • Jeffrey Goodstein, UBS Financial Services, Inc., Massachusetts
  • Brian Gormley, UBS Financial Services, Inc., Massachusetts
  • Ryan Gutowski, UBS Financial Services, Inc., Maryland
  • Ryan Haag, Sagemark Consulting, Minnesota
  • Ryan Hall, UBS Financial Services, Inc., Kentucky
  • John Halloran, UBS Financial Services, Inc., Massachusetts
  • Thomas Hanlon, UBS Financial Services, Inc., Massachusetts
  • James Jack, UBS Financial Services, Inc., New Jersey
  • Lee Jones, Empyrean Associates, Inc., Texas
  • Irving Katz, Katz Financial, LLC, California
  • Wilfred Keyser, UBS Financial Services, Inc., Massachusetts
  • Andrea Kimball, UBS Financial Services, Inc., New York
  • Matt Knight, FTB Advisors, Inc., Tennessee
  • Mark Korona, UBS Financial Services, Inc., Kentucky
  • Jacque Kuchta, UBS Financial Services, Inc., Louisiana
  • Marc Laborde, UBS Financial Services, Inc., Texas
  • Jon LeDoyen, UBS Financial Services, Inc., Georgia
  • Sheryl Linck, BNY Mellon Wealth Management, Tennessee
  • Jana Lisle Parham, UBS Financial Services, Inc., Tennessee
  • Kim Liva, PNC Bank, NA, Illinois
  • Jason Lowy, UBS Financial Services, Inc., Maryland
  • Angela Lund, Self Employed, Colorado
  • Steve Lundregan, Footprint Capital, Ohio
  • Thomas Mahoney, UBS Financial Services, Inc. CA
  • Annette Mason, Trilogy Design Works CA
  • Owen McBride, UBS Financial Services, Inc., Ohio
  • Shaun McChesney, PayneWest Insurance MT
  • Andrew McGee, UBS Financial Services, Inc., Texas
  • Tyler McKean, UBS Financial Services, Inc., Ohio
  • Jasmine Menard-Lenczewski, BPM LLP, California
  • Paul Meyer, Sagemark Consulting, Wisconsin
  • Gina Miller, Bennett Thrasher, Georgia
  • David Moody, BNY Mellon Wealth Management, Texas
  • Lisa Mullaney, BNY Mellon Wealth Management, Illinois
  • Rebecca Murphy, Skylight Financial, Ohio
  • William Murphy, UBS Financial Services, Inc., Ohio
  • Jeremy Mykulak, UBS Financial Services, Inc., Georgia
  • Sterling Neblett, Centurion Wealth Management LLC, Virginia
  • Brian O’Neil, BNY Mellon Wealth Management, Colorado
  • Michael Pappas, Barnes Wendling CPAs, Ohio
  • Mary Patton, First Commonwealth Bank, Ohio
  • Jonathan Peyton, Horizon Ridge Wealth Management, Virginia
  • Barry Porter, UBS Financial Services, Inc., California
  • Joseph Powers, UBS Financial Services, Inc., Maine
  • Ashley Propst, SunTrust Bank, Tennessee
  • Claudio Ravinet, UBS Financial Services, Inc., Florida
  • Jim Rollins, Meaden & Moore Ltd., Ohio
  • Matt Roop, Deerfield Financial Advisors, Indiana
  • Zach Schnitzler, First International Bank & Trust, North Dakota
  • Cindy Vu, Vu Forensics & Advisory LLC, California
  • Mike Wade, Blue & Co. LLC, Kentucky
  • John Walsh, UBS Financial Services, Inc., New York
  • Nate Wasson, Capital Group, Illinois
  • Paul Weisinger, Rea & Associates, Inc., Ohio

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

About Exit Planning Institute:

The Exit Planning Institute (EPI) is an education company that provides exit planning education to advisors and middle market business owners.  We view exit planning as a strategy, not an event.

EPI leads the professional services profession with the best industry content, ongoing support, and owner education platform, all of which align with our mission: Change the outcome.

Only 2 out of every 10 businesses that come to market actually sell.  We want to increase the number of saleable businesses.

Only 30% of family businesses successfully transition to the second generation, only 12% transfer to the third, and the success rates diminish from there.  We want to improve those intergenerational transitions.

Of those that succeed in the sale of their business, 75% experience “profound regret” within one year of exiting their business.  We want to understand why and create strategies that achieve profound success, wealth, and satisfaction.

EPI is an education company, powered by an elite community of top advisors and owners, all focused toward creating a valuable, transferable future for the business marketplace.