North Texas


The North Texas Chapter of the Exit Planning Institute is a group of local advisors dedicated to changing the outcome for middle market owners looking to grow, transition, or exit their businesses.


Chapter Purpose: The purpose of the EPI North Texas Chapter is to create a forum where the local community of professional advisors can collaborate to address unique needs of the local community; develop educational programs for business owners and professional advisors to build awareness and better prepare an owner for the successful exit of their business; develop, encourage and foster the adoption of best practices for the exit planning profession; and promote the common business interests of those business advisors engaged in the profession of exit planning.


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Recent studies show that 66% of the current American business market is owned by Baby Boomers, who are set to transition over the next zero to ten years. Statistics also show that only 20% – 30% of businesses that go to market actually sell; leaving up to 80% of those without solid options to harvest their wealth and ensure economic continuity into the next generation. An owner who is “ready” with an attractive business greatly increases the odds that the business will survive a transition of hands. The question is, how ready is your marketplace? Find out now by downloading the 2018 Texas State of Owner Readiness Report!


Chapter Membership

A Chapter Membership with the EPI North Texas Chapter gives you access to every event held by the chapter this year. Don’t miss out on any of the topics, speakers, and networking opportunities we have planned! The EPI North Texas Chapter offers two different chapter memberships for 2022, an Annual Membership and a Corporate Level Membership. View full details on what’s included with each membership below.

Upcoming Chapter Events

Winter Social Event

Winter Social Event

Network and connect with like-minded individuals within the exit planning industry this November at Sky Creek Kitchen. We hope to see you there!

NOV 8, 2022

Join Chapter Email List

EPI provides leading advisors the best content in the exit and
succession planning industry. Submit your contact information
to receive local chapter communications as well as industry trends,
new articles, exclusive whitepapers, market research, and training programs.

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Local Leadership




Holly Carroccio
CFP®, Managing Member, Nexus Advisors, LLC.
P: (972) 348-6311

Email Holly

Program Chair

Program Chair

Tom Bronson
Mastery Partners
P: (817) 797-1488

Email Tom

Finance Chair

Finance Chair

Chris Lucas
Lucas Valuation Group
P: (646) 415-2000

Email Chris

Social Media/Marketing

Social Media/Marketing

Heather Steele
Blue Steele Solutions
P: (214) 680-0654

Email Heather

Chapter Members


Anne Salick, CEPA

Financial Advisor
P: (972) 874-8180

Email Anne

Billy Jones

Billy R. Jones
Attorney at Law

Email Billy

Dave Sykes

Exit Planner / Value Advisor
P: (972) 979-3976

Email Dave

Heather Steele

Blue Steele Solutions
P: (214) 680-0654

Email Heather

Jeremy Furtick

Sigma Mergers & Acquisitions
P: (214) 622-5332

Email Jeremy

Alison Reiff-Martin, CEPA

P: (214) 707-1776

Email Alison

Dax Seale, CEPA

Wealth Advisor & Certified Exit Planner
P: (214) 728-2897

Email Dax

Kellie Vincent, CEPA

P: (972) 658-1578

Email Kellie

Nick Lalonde, CEPA

Financial Advsior, Edward Jones
P: (859) 420-7754

Email Nick

Robert Gardner, CEPA

Financial Advisor
P: (214) 435-4704

Email Robert

Tom Bronson, CEPA

Mastery Partners
P: (817) 797-1488

Email Tom

Brandon James

Vantage Point Advisors
P: (972) 898-7884

Email Brandon

Jeff Schafer

Crew Basics LLC
P: (972) 971-4197

Email Jeff

Nolan Duck, CEPA

DBG Advisors
P: (972) 200-0991

Email Nolan

Margaret Ricchi

Scheef & Stone
P: (214) 472-2172

Email Margaret

Brandon Chase, CEPA

Senior Vice President, Wealth Advisor
P: (817) 800-1241

Email Brandon

Daniel Drabinski, CEPA

Agency Managing Director of Business & Estate Planning
P: (214) 708-9878

Email Daniel

Holly Carroccio, CEPA

CFP®, Managing Member, Nexus Advisors, LLC.
P: (972) 348-6311

Email Holly

Gerald (Kep)
Kepner, CEPA

Founder of
Kepner CPA
P: (214) 212-4605

Email Kep

Randy McCall, CEPA

Randy McCall, Inc.
P: (214) 600-7495

Email Randy

Matt Bracy

Solid Counsel
P: (214) 472-2149

Email Matt

Amanda Bar

RTB Capital Group
P: (310) 597-7364

Email Amanda

Robert Ernst

Edward Jones
P: (214) 856-9669

Email Robert

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