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Succeed at exit & succession planning with a CEPA in your area.


Looking for a CEPA in your area? Scroll through the listings or use the buttons to jump straight to your preferred region.

US States: A-H US States: I-M US States: N-R

US States: S-W Canada Outisde US

U.S. STATES: A-H


US States: Alabama, Arizona, California, Colorado, Connecticut, Delaware, Florida, Georgia, Hawaii

Note: Currently, there is not a Certified Exit Planning Advisor® (CEPA®) in the following regions: Alaska; Arkansas.
Contact EPI Headquarters for assistance and recommendations.

Alabama

Name
Firm
City
ST
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Hanny Akl Warren Averett LLC Birmingham AL Learn More
Jeremiah Moreland MST CPAs & Advisors, LLC Montgomery AL Learn More
Howard Neiswender Sirote & Permutt Birmingham AL Learn More
Gunter Price McDaniel & Associates PC Dothan AL Learn More
Barry Rhea Sunburst Financial Vestavia Hills AL Learn More

Arizona

Name
Firm
City
ST
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Randal Breaux AscendConsulting.com Prescott AZ Learn More
Russell Bucklew Miller Russell & Associates Phoenix AZ Learn More
Kurt Cretors Optimized Business Transitions Scottsdale AZ Learn More
Kimberle Dyer Keystone Capital Management Group Glendale AZ Learn More
Joseph Evers Evers Robinson Ltd Phoenix AZ Learn More
John Kelly Integrated Financial Group Phoenix AZ Learn More
 Robert Korljan  Eaton-Cambridge Inc Scottsdale AZ Learn More
 Norman Lemus  UBS Financial Services, Inc.  Phoenix AZ Learn More
 John Levin  Levin Funding Group Tucson AZ Learn More
 Jason Morgan  SBIS Avondale AZ Learn More
 Sarah Whitmore  UBS Financial Services, Inc.  Phoenix AZ Learn More
 Rick Wilcox  Point North Advisors, LLC Phoenix AZ Learn More

California

Name
Firm
City
ST
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Kirk Badii UBS Financial Services, Inc. Los Angeles CA Learn More
Fredric Berger Exit Planning Pros Oceanside CA Learn More
Ronald Berryman Berryman & Company San Dimas CA Learn More
Chaim Borevitz Abrams Valuation Group, Inc North Hollywood CA Learn More
Ryan J. Clark The Veld Group Los Angeles CA Learn More
Charles Curto Tech Coast Equity Solutions Irvine CA Learn More
Terrie Firestone BNY Mellon Wealth Management Menlo Park CA Learn More
David Fox SVA Value Accelerators San Francisco CA Learn More
Bruce Frankel Eckhoff Wealth Management, LLC San Rafael CA Learn More
Robert Green RGG Advisors LLC Napa CA Learn More
Rich Gunn BPM San Francisco CA Learn More
Matt Hansen UBS Financial Services, Inc. Poway CA Learn More
Carl Hattermann UBS Financial Services, Inc. Tustin CA Learn More
Bryce Herman UBS Financial Services, Inc. San Diego CA Learn More
Gunther Hofmann Armanino LLP San Francisco CA Learn More
Mark Jamison BNY Mellon Wealth Management Redwood City CA Learn More
James Junio Junio & Taylor APC Long Beach CA Learn More
Howard Kern UBS Financial Services, Inc. Beverly Hills CA Learn More
Tom Krumenacker UBS Financial Services, Inc. San Diego CA Learn More
Paul Kyrimis Legacy Global Strategies San Diego CA Learn More
Tim McDonald The Leland Group Fallbrook CA Learn More
Merryll McElwain BNY Mellon Wealth Management Sherman Oaks CA Learn More
Jeremy Miller Wells Fargo San Francisco CA Learn More
David Noosinow BNY Mellon Wealth Management San Diego CA Learn More
Drew Nordlicht HighTower Advisors San Diego CA Learn More
Greg Paffendorf UBS Financial Services, Inc. San Diego CA Learn More
Kristofer Reddaway BNY Mellon Wealth Management Ladera Ranch CA Learn More
Mike Rodman Best Practices of America San Diego CA Learn More
Joe Sands Corporate Finance Associates Irvine CA Learn More
Kevin Sierzant BNY Mellon Wealth Management Long Beach CA Learn More
Melisa Silverman The Founders Group Tarzana CA Learn More
Joseph Strazzeri The Founders Group San Diego CA Learn More
Jeanne Taylor Aldrich CPAs & Advisors LLP Carlsbad CA Learn More
Dan Valente LPL Financial San Diego CA Learn More
John Vance Vance Wealth Valencia CA Learn More
Leigh Wasson BNY Mellon Wealth Management San Francisco CA Learn More
Dan Whittaker Whittaker & Company Seal Beach CA Learn More
Michael Wildeveld The Veld Group Los Angeles CA Learn More
John Zaal Nyhart San Diego CA Learn More

Colorado

Name
Firm
City
ST
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Jeff Barker Anton Collins Mitchell, LLP Denver CO Learn More
Sheryl Brake Encompass Transition Solutions LLC Windsor CO Learn More
Bobby Hancock 5H Capital, LLC Colorado Springs CO Learn More
Steven Schlagel Steven D Schlagel CPA PC Durango CO Learn More
Jon Underkofler BNY Mellon Wealth Management Denver CO Learn More

Connecticut

Name
Firm
City
ST
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David Fasi UBS Financial Services, Inc. Hartford CT Learn More
William Lewis UBS Financial Services, Inc. Norwalk CT Learn More
Thomas Mantione UBS Financial Services, Inc. Ridgefield CT Learn More
Steven Prigionieri Nicola, Yester & Co, PC Glastonbury CT Learn More
Paul Sapiro UBS Financial Services, Inc. Litchfield CT Learn More
Andrew Shantz UBS Financial Services, Inc. Fairfield CT Learn More
James Fasi UBS Financial Services, Inc. Hartford CT Learn More

Delaware

Name
Firm
City
ST
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Thomas Gogarty Thomas P Gogarty Jr CPA Dagsboro DE Learn More

Florida

Name
Firm
City
ST
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Peter Allport Florida Capital Advisors Orlando FL Learn More
Mauricio Alvarez UBS Financial Services, Inc. Ponte Vedra FL Learn More
Christopher Dunne UBS Financial Services, Inc. Ponte Vedra FL Learn More
Ghislain Gouraige Jr. UBS Financial Services, Inc. Coral Gables FL Learn More
Warland Griffith III SVA Value Accelerators Miami FL Learn More
John Haas Morgan Stanley Stuart FL Learn More
Cathy Hagan Florida Small Business Development Center Jacksonville FL Learn More
Kenneth Hamner The Entrepreneur Law Center, PL Orlando FL Learn More
Jeffrey Hogue UBS Financial Services, Inc. Gainesville FL Learn More
Samantha Hopkins UBS Financial Services, Inc. Lakeland FL Learn More
Jason Hughes UBS Financial Services, Inc. Sarasota FL Learn More
William Kehn Great Lakes Advisory Partners Estero FL Learn More
Kyle Mooney Exit Advisor’s Jacksonville FL Learn More
Chuck Owston Florida Capital Bank Orlando FL Learn More
Regina Premil Eavenson, Fraser, Lunsford & Ivan Saint Augustine FL Learn More
Matt Shafer Morgan Stanley Boca Raton FL Learn More
Jeffrey Strouse UBS Financial Services, Inc. Tampa FL Learn More
Don Wiggins Heritage Capital Group Jacksonville FL Learn More
David Wisehaupt HighTower Advisors Palm Beach Gardens FL Learn More
Alan Zinkin BNY Mellon Wealth Management Miami Beach FL Learn More

Georgia

Name
Firm
City
ST
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Philip Beatty SignatureFd Atlanta GA Learn More
Stephen Capizzi Apex Exit Advisors Alpharetta GA Learn More
Justin Gladieux Nationwide Financial Atlanta GA Learn More
Rebecca Glasgow UBS Financial Services, Inc. Atlanta GA Learn More
Ron Green Merrill Lynch Alpharetta GA Learn More
Bill Keen Keen Advisor Group Woodstock GA Learn More
William Lee Applied Economics Smyrna GA Learn More
Bruce McFadden Carr, Riggs & Ingram LLC Atlanta GA Learn More
Ross Peden Exit Strategist Ltd Auckland GA Learn More
Jeff Plank HLB Gross Collins Atlanta GA Learn More
Chritina Rebel-Otterbach CRO Management Consulting LLC Peachtree Corners GA Learn More
Curt Rubinas UBS Financial Services, Inc. Atlanta GA Learn More
Gary Rzucidlo BNY Mellon Wealth Management Marietta GA Learn More
Tim Sheehan BNY Mellon Wealth Management Atlanta GA Learn More
Michael Tarrant Integrated Financial Group Atlanta GA Learn More
Lewis Walker Capital Insight Group Peachtree Corners GA Learn More
Laura Wellon UBS Financial Services, Inc. Norcross GA Learn More

Hawaii

Name
Firm
City
ST
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Geal Talbert UBS Financial Services, Inc. Honolulu HI Learn More

U.S. STATES: I-M


US States: Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Missouri, Montana

Note: Currently, there is not a Certified Exit Planning Advisor® (CEPA®) in the following regions: Mississippi.
Contact EPI Headquarters for assistance and recommendations.

Idaho

Name
Firm
City
ST
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Jeanine Barkan PoleStar Entrepreneurial Group Boise ID Learn More

Illinois

Name
Firm
City
ST
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Nancy Anderson BNY Mellon Wealth Management Chicago IL Learn More
Rick Bastian Blackhawk Bank Rockford IL Learn More
Tom Budd Rockford Bank & Trust Rockford IL Learn More
Craig Farmer Farmer, Poklop, Hoppa CPAs Lake Zurich IL Learn More
Barry Goodman SVA Value Accelerators LLC Chicago IL Learn More
Roy Gray Merrill Lynch Swansea IL Learn More
Glen Hampton  Equilibrium IT Solutions, Inc. Chicago IL Learn More
Mary Lynn Hoffer DHJJ Naperville IL Learn More
Jacob Hong Archford Capital Strategies Caseyville IL Learn More
David Kallen SVA Value Accelerators Chicago IL Learn More
Robert Legan Whitnell Western Springs IL Learn More
Jennifer Lucas BNY Mellon Wealth Management Chicago IL Learn More
James Maher Archford Capital Strategies Swansea IL Learn More
Linda Nayder LA Nayder Enterprises Inc. Naperville IL Learn More
Scott Sandee BNY Mellon Wealth Management Chicago IL Learn More
James Scherzinger Cray, Kaiser Ltd. Oakbrook Terrace IL Learn More
Mike Sedlak Golden Trail Advisers, LLC Burr Ridge IL Learn More
Todd Sivia Sivia Business & Legal Services PC Edwardsville IL Learn More
Jeffrey Smiejek Porte Brown LLC Elk Grove Village IL Learn More
Brett Spencer D3 Financial Counselors Chicago IL Learn More
Jacob Taylor Busey Trust Company Urbana IL Learn More
Patrick Thompson UBS Financial Services, Inc. Northbrook IL Learn More
Frank Washelesky Ostrow Reisin Berk & Abrams, Ltd. Chicago IL Learn More
Marquita Wiley Innovative Business Advisors Belleville IL Learn More

Indiana

Name
Firm
City
ST
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Gordon Bell The Midland Group Fort Wayne IN Learn More
Steve Boltz Schwab Private Client – Wealth Strategies Group Indianapolis IN Learn More
Richard Campbell Myriad CPA Group, LLC Evansville IN Learn More
Mike Hutson Edge Financial Strategies, LLC. Indianapolis IN Learn More
L. Robert Lowe EWOL LLC Indianapolis IN Learn More
Andy Manchir Katz Sapper & Miller Indianapolis IN Learn More
Robert Mendoza Insight Accounting Group PC Mishawaka IN Learn More
Edwin Mysogland Legacy Transition Advisors, LLC Indianapolis IN Learn More
Lorelei Tolson Oxford Financial Group Indianapolis IN Learn More
Scott Waddell Waddell Consulting Services LLC Indianapolis IN Learn More
Steven Young UBS Financial Services, Inc. Indianapolis IN Learn More

Iowa

Name
Firm
City
ST
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Jack Gonder Honkamp Krueger Hiawatha IA Learn More
Dennis Leininger Business Transition Solutions Clive IA Learn More
Mike Moffitt Cornerstone Financial Group Creston IA Learn More
James Nalley BCC Advisers Des Moines IA Learn More

Kansas

Name
Firm
City
ST
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Lisa Brumbaugh Kansas Small Business Development Center Emporia KS Learn More
Tom Byler Kansas Small Business Development Center Pittsburg KS Learn More
Jackson Harwell Johnson County Community College Overland Park KS Learn More
Karl Klein Washburn University Kansas SBDC Lawrence KS Learn More
Brian Lang SS&C Solutions Inc Topeka KS Learn More
Barry Nelson Columbia Threadneedle / Ameriprise Olathe KS Learn More
Gary Summers SS&C Solutions Inc Lawrence KS Learn More

Kentucky

Name
Firm
City
ST
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Russ Ferreri UBS Financial Services, Inc. Louisville KY Learn More
Kent Hisle Hisle and Company CPAs Lexington KY Learn More
Kellie Sheryak UBS Financial Services, Inc. Louisville KY Learn More

Louisiana

Name
Firm
City
ST
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Vanessa Claiborne Chaffe & Associates, Inc New Orleans LA Learn More
Frank Devay Chaffe & Associates, Inc New Orleans LA Learn More
Matthew Doucet UBS Financial Services, Inc. Lafayette LA Learn More
Carl Drury E Six Thirteen Mandeville LA Learn More
Travis Frayard UBS Financial Services, Inc. Lafayette LA Learn More
Camm Morton VR Business Sales | Mergers & Acquisitions Baton Rouge LA Learn More
Owen Thompson Vincent, Liles & Thompson Private Wealth Management Lake Charles LA Learn More

Maine

Name
Firm
City
ST
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Peter Buzzini UBS Financial Services, Inc. Bangor ME Learn More
Joseph Dieterle UBS Financial Services, Inc. Freeport ME Learn More
Hal Dursema UBS Financial Services, Inc. Portland ME Learn More
Anthony Jessen UBS Financial Services, Inc. Portland ME Learn More
Frank O’Shea Berry Dunn Cape Elizabeth ME Learn More
Steven Tenney UBS Financial Services, Inc. Portland ME Learn More
Seth Webber Berry Dunn Portland ME Learn More

Maryland

Name
Firm
City
ST
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Robert Carter Hertzbach & Company, P.A. Owings Mills MD Learn More
Bob Cinquegrana Strategy Management, LLC Owings Mills MD Learn More
Walter Deyhle Grf Potomac MD Learn More
Clarke Langrall Forecast Strategic Advisors Towson MD Learn More
Jeff Leventhal HighTower Bethesda Potomac MD Learn More
John Morgan Verdence Capital Advisors Ellicott City MD Learn More
Theo Pahigiannis Catapult BD LLC Olney MD Learn More
Stephen Rosen HighTower Bethesda Bethesda MD Learn More
Andrew Seested Wells Fargo – The Private Bank Bethesda MD Learn More
David Witherspoon KatzAbosch Timonium MD Learn More

Massachusetts

Name
Firm
City
ST
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Alexis Bishop UBS Financial Services, Inc. Rockland MA Learn More
Karen Carlin UBS Financial Services, Inc. Boston MA Learn More
Joseph Drier UBS Financial Services, Inc. Rockland MA Learn More
Kenneth Fischer KMF Consulting Services Osterville MA Learn More
Allen Harris Berkshire Money Management Pittsfield MA Learn More
Todd Ingwersen The Harvest Group Wealth Management Waltham MA Learn More
William Jarry BNY Mellon Wealth Management Newton MA Learn More
Clare Kiesel UBS Financial Services, Inc. Boston MA Learn More
Kelly LeVangie UBS Financial Services, Inc. Millis MA Learn More
Jonathan Penta UBS Financial Services, Inc. Wellesley MA Learn More
Dan Ronan BNY Mellon Wealth Management Winchester MA Learn More
William Shad UBS Financial Services, Inc. Chestnut Hill MA Learn More
Michael Tulman Michael M. Tulman CPA, CGMA, CVA, MAFF, CEPA Osterville MA Learn More
Eric Vidal UBS Financial Services, Inc. Westwood MA Learn More

Michigan

Name
Firm
City
ST
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Paul Bernhard Dorchester Consulting Inc. Auburn Hills MI Learn More
Barton Burns Comerica Bank Detroit MI Learn More
Paul Damon Strategic Stewardship Partners Grand Rapids MI Learn More
Cathy Gearig LifePlan Financial Advisory Group Rochester Hills MI Learn More
Vito Gioia Fifth Third Private Bank West Bloomfield MI Learn More
Meagan Hardcastle Harmon Partners, LLC Birmingham MI Learn More
Randy Rua Rua Associates Zeeland MI Learn More
Donald Vander Zwaag Rua Associates Grand Rapids MI Learn More
Mary Van Skiver Rehmann Grand Rapids MI Learn More

Minnesota

Name
Firm
City
ST
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Mark Eisenschenk Goldmark Advisors North Oaks MN Learn More
Leon Flottemesch Simma Flottemesch & Orenstein, Ltd Minneapolis MN Learn More
Farley Kaufmann Lurie, LLP Minneapolis MN Learn More
Julie Keyes KeyeStrategies, LLC Coon Rapids MN Learn More
Joel Lebewitz Lurie, LLP St. Louis Park MN Learn More
Dyanne Ross-Hanson Exit Plan Strategies Woodbury MN Learn More
Shaun Simma Simma Flottemesch & Orenstein, Ltd Minneapolis MN Learn More
Corey Tansom Solidity Financial Stillwater MN Learn More
Ryan Tansom Solidity Financial Stillwater MN Learn More
Chris Van Schooneveld Lurie, LLP Minneapolis MN Learn More
Jean Wolfe RW Baird Minnetonka MN Learn More
Chris Zuck Frandsen Investments Jordan MN Learn More

Missouri

Name
Firm
City
ST
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Derek Barnard Anders CPAs and Advisors St. Louis MO Learn More
Kyle Danner Family Business Advisor Kansas City MO Learn More
Larry Guess Plancorp, LLC St. Louis MO Learn More
Joseph Hershewe Hershewe & Co PC St. Joseph MO Learn More
Scott Iverson Claris Advisors St. Louis MO Learn More
Jonathan Krueger Accelerated Wealth Chesterfield MO Learn More
Michael Lissner Acropolis Investment Management Chesterfield MO Learn More
Lucas Luckett Anders CPAs and Advisors Fenton MO Learn More
Brent McClure Anders CPAs and Advisors St. Louis MO Learn More
Drew McLaughlin UBS Financial Services, Inc. Clayton MO Learn More
Michael Patchett RubinBrown, LLP St. Louis MO Learn More
Brien Pidgeon Paramount Advisory Group St. Louis MO Learn More
John Placht John J Placht, CPA, PC St. Louis MO Learn More
Stevens Plowman Bayard Business Capital and Consulting Hannibal MO Learn More
Jared Ribley Saint Louis Group Ballwin MO Learn More
Matt Sallaberry Moneta Group Clayton MO Learn More
Micheal Schumacher Headwaters MB St. Louis MO Learn More
Jeff Shore BRS CPAs and Advisors Springfield MO Learn More
Kevin Summers Anders CPAs and Advisors St. Louis MO Learn More
John Williamson Wells Fargo Advisors St. Louis MO Learn More

Montana

Name
Firm
City
ST
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Alistair Stewart Montana Manufacturing Extension Center Bozeman MT Learn More

U.S. STATES: N-R


US States: Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania

Note: Currently, there is not a Certified Exit Planning Advisor® (CEPA®) in the following regions: Rhode Island.
Contact EPI Headquarters for assistance and recommendations.

Nebraska

Name
Firm
City
ST
Learn More
Clark Bellin Bellwether Wealth Lincoln NE Learn More
Sara Bennett Nebraska Business Development Center Kearney NE Learn More
Scott Carrico Lutz & Company Omaha NE Learn More
William Gaines HBE LLP Norfolk NE Learn More
Greg Harr O’Donnell, Ficenec, Wills & Ferdig, LLP Omaha NE Learn More
Odee Ingersoll Nebraska Business Development Center Kearney NE Learn More
Bill Kenedy Lutz & Company Omaha NE Learn More
Nick Niemann McGrath North Mullin & Kratz, PC LLO Omaha NE Learn More

Nevada

Name
Firm
City
ST
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Steven Beatty Financial Solutions for Business Las Vegas NV Learn More
Brian Blaylock Snell and Wilmer L.L.P. Las Vegas NV Learn More
Robert Glaser BNY Mellon Wealth Management Las Vegas NV Learn More
Jordan Grangard UBS Financial Services, Inc. Las Vegas NV Learn More
Katrina Jonah Jondewin Consulting Services Henderson NV Learn More
Jim Main Clifton Larson Allen Las Vegas NV Learn More
Ian McNeil McNeil Consulting Group Henderson NV Learn More
Sam Mineo UBS Financial Services, Inc. Las Vegas NV Learn More
Chuck Mohler Eagle Corporate Advisors Las Vegas NV Learn More
Leland Pace Stewart, Archilbald & Barney Las Vegas NV Learn More
Russell Price UBS Financial Services, Inc. Las Vegas NV Learn More
Staci Scharadin Diamond Wealth Management Henderson NV Learn More
Scott Voltz Scott Premier Growth Advisors, Inc. Las Vegas NV Learn More
Bryan Weeks Sphere Partners Las Vegas NV Learn More
Chris Wilcox Eide Bailly LLP Las Vegas NV Learn More

New Hampshire

Name
Firm
City
ST
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Jason Achmoody Ledyard National Bank Hanover NH Learn More
Mark Beliveau Gallagher Flynn & Co. LLP Hanover NH Learn More
Andy Chace Ameriprise Financial Portsmouth NH Learn More
Stephen Demarais UBS Financial Services, Inc. Hampton NH Learn More
Nick Giacoumakis New England Investment & Retirement Group Inc. Windham NH Learn More
John Howe Business Transition Strategies Pembroke NH Learn More
Raymond Noel Northeast Planning Associates Bedford NH Learn More
Erik Wheeler UBS Financial Services, Inc. Concord NH Learn More

New Jersey

Name
Firm
City
ST
Learn More
Jennifer Becker Glenmede Morristown NJ Learn More
Ray Chase UBS Financial Services, Inc. Florham Park NJ Learn More
Brett Dearing BNY Mellon Wealth Management Haworth NJ Learn More
Mark Hartmann HartmannRhodes Chester NJ Learn More
Jeffrey Kates The Founders Group Freehold NJ Learn More
Michael Reynolds Capaldi Reynolds & Pelosi P.A. Northfield NJ Learn More
Tony Rogers BNY Mellon Wealth Management Madison NJ Learn More

New Mexico

Name
Firm
City
ST
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Rosane (Bobbi) Hayes RPC CPAs + Consultants, LLP Albuquerque NM Learn More

New York

Name
Firm
City
ST
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John Alex UBS Financial Services, Inc. New York NY Learn More
Matthew Beaulieu UBS Financial Services, Inc. New York NY Learn More
Paula Brancato Barnum Financial Group New York NY Learn More
Muriel Cheng Friedman LLP New York NY Learn More
Roman Ciosek HighTower Advisors Harrison NY Learn More
Jim Cornell Praxiis, LLC West Seneca NY Learn More
Philip Dipasquale UBS Financial Services, Inc. Rochester NY Learn More
Edward Foley UBS Financial Services, Inc. Thornwood NY Learn More
Thomas Gallo Thomas S. Gallo, CPA Staten Island NY Learn More
Taylor Gray Fieldpoint Private New Rochelle NY Learn More
Catherine Guidera UBS Financial Services, Inc. New York NY Learn More
Jay Hochheiser Hochheiser, Deutsch & Company, Inc. Woodbury NY Learn More
Laurie Kamhi Hightower Advisors/LCK Wealth New York NY Learn More
Barry Kasoff REALIZATION SERVICES INC Bedford Hills NY Learn More
Mark Kravietz HighTower Melville NY Learn More
Michael Manasia Morgan Stanley Garden City NY Learn More
Sam Messina UBS Financial Services, Inc. Rochester NY Learn More
Cliff Olin Olin Capital Advisors Inc. Afton NY Learn More
Ernie Osle UBS Financial Services, Inc. New York NY Learn More
Alan Schoenberger Endeavor Financial Planning Huntington NY Learn More
Daniel Shaughnessy BNY Mellon Wealth Management New York NY Learn More
Bryan Stephens UBS Financial Services, Inc. New York NY Learn More
Gary Vengelen UBS Financial Services, Inc. Rochester NY Learn More
Bonnie Yam Pension Maxima Scarsdale NY Learn More
Scott Yoder SEA New York NY Learn More
Leora Zach UBS Financial Services, Inc. Staten Island NY Learn More

North Carolina

Name
Firm
City
ST
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Jim Guenther Strategic Veterinary Consulting, Inc. Asheville NC Learn More
Andrew Kittelson UBS Financial Services, Inc. Charlotte NC Learn More
David McCann Ulster, Inc. Marvin NC Learn More
Jennifer McKinnon HPG Wealthcare Advisors Raleigh NC Learn More
Michael (Chad) Pearson UBS Financial Services, Inc. Wilmington NC Learn More
Dean St. Marie St Marie Financial Advisors Brevard NC Learn More
John Stanford UBS Financial Services, Inc. Charlotte NC Learn More
Bonnie Suther UBS Financial Services, Inc. Winston Salem NC Learn More

North Dakota

Name
Firm
City
ST
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Jerry Arends Fargo ND Learn More
Keith Olson WSC SBDC Williston ND Learn More

Ohio

Name
Firm
City
ST
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Emmet L. Apolinario International Resource Group, Inc. Dublin OH Learn More
Christopher Bart Aurum Wealth Management Mayfield Village OH Learn More
Mark Boslett Mark W Boslett Inc CPA Hudson OH Learn More
Bob Brooks Practice Endeavors, LLC Alexandria OH Learn More
Darren Cherry FocusCFO Columbus OH Learn More
Andrew Connors Fairport Asset Management Chesterland OH Learn More
David Coomer Clark Schaefer Hackett Dayton OH Learn More
Josh Curtis Footprint Capital Columbus OH Learn More
Scott Everhart Everhart Advisors Dublin OH Learn More
Mike Fissel Clark Schaefer Hackett Miamisburg OH Learn More
Mark Gaudet Clark Schaefer Hackett Miamisburg OH Learn More
Chris Goebel Crossroad Advisers Cleveland OH Learn More
Vince Granito Gallovic, Granito & Co. Mentor OH Learn More
Rich Gulling The Value Creation Institute Dayton OH Learn More
Kenneth Haffey Skoda Minotti Mayfield Village OH Learn More
Jack Hagmeyer William Vaughan Company Maumee OH Learn More
Andrew Hollenkamp Fifth Third Corp Cincinnati OH Learn More
Karina Horton PNC Bank Cincinnati OH Learn More
Renea Irick Clark Schaefer Hackett Miamisburg OH Learn More
Ryan Kilpatrick Clark Schaefer Hackett Miamisburg OH Learn More
Bobby Kingsbury MCM Capital Partners LP Cleveland OH Learn More
Wade Kozich GBQ Partners Columbus OH Learn More
John Lame Lenox Wealth Management Cincinnati OH Learn More
Ray Lampner Sikich, LLP Akron OH Learn More
Leslie Lauer UBS Financial Services, Inc. Columbus OH Learn More
Steven LeClair UBS Financial Services, Inc. Dublin OH Learn More
Frank Legan Cedar Brook Group Gates Mills OH Learn More
Rob Lemmons Total Wealth Planning Cincinnati OH Learn More
Laura Malone American Endowment Foundation Hudson OH Learn More
Vincent Mastrovito Prometis Partners Holland OH Learn More
Anne Megerle Lenox Wealth Management Cincinnati OH Learn More
Roy Messing Ohio Employee Ownership Center Kent OH Learn More
Matthew Michael Bank of America Merrill Lynch Cincinnati OH Learn More
Renee Milyiori UBS Financial Services, Inc. Columbus OH Learn More
David Nienaber Foster & Motley Cincinnati OH Learn More
Patrick O’Brien PNC Cleveland OH Learn More
Linda Olejko Glenmede Beachwood OH Learn More
Matthew Olver HPM Partners LLP Cleveland OH Learn More
Eric Schwarz BNY Mellon Wealth Management Lorain OH Learn More
Tony Schweier Clark Schaefer Hackett Miamisburg OH Learn More
Jay Simecek MyBizAgenda St Augustine OH Learn More
Chuck Stevens MCM CPAs and Advisors Cincinnati OH Learn More
Isaiah Stidham Budros, Ruhlin & Roe, Inc. Columbus OH Learn More
Mike Trabert Skoda Minotti Cleveland OH Learn More
Kazim Unalan GBQ Partners, LLC Columbus OH Learn More
Amy Vegh BNY Mellon Wealth Management Cleveland OH Learn More
Ben Wells Dinsmore & Shohl LLP Cincinnati OH Learn More
David Wilder Total Wealth Planning Cincinnati OH Learn More
Amy Wirtz Family & Business Success, LLC Sheffield Villge OH Learn More
Eric Wulff Aurum Mayfield Village OH Learn More

Oklahoma

Name
Firm
City
ST
Learn More
Tom Evans Encompass Financial Services Inc Enid OK Learn More
Marcus Huck CCK Strategies, PLLC Tulsa OK Learn More
Nancy Hyde Hyde & Company CPAs Oklahoma City OK Learn More

Oregon

Name
Firm
City
ST
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Alan Bird Lane Powell Portland OR Learn More
John Brunk Columbia Bank The Dalles OR Learn More
Doug Davison AKT – Salem Salem OR Learn More
Gower Idrees RareBrain Capital, LP Lake Oswego OR Learn More
Damon Mapes Columbia Bank Hillsboro OR Learn More
Kirk Marley Premier Northwest Insurance Salem OR Learn More
Jon Owens BPG Wealth Management, LLC Clackamas OR Learn More
Bob Shingler KMJ Partners LLC Gearhart OR Learn More

Pennsylvania

Name
Firm
City
ST
Learn More
Paula Barrett RKL LLP Wyomissing PA Learn More
Cliff Brown Navigence, Inc. Lewisburg PA Learn More
Christopher Butsko UBS Financial Services, Inc. Pittsburgh PA Learn More
E. G. Conley E.G. Conley, P.C. Pittsburgh PA Learn More
Anthony Conte Conte Wealth Advisors Camp Hill PA Learn More
Zak Deschaine UBS Financial Services, Inc. Pittsburgh PA Learn More
Randy Fackler Brown Schultz Sheridan & Fritz Camp Hill PA Learn More
William Fasy William I Fasy MS CPA West Grove PA Learn More
Tom Garrity Compass Point Consulting Bethlehem PA Learn More
John Garvey UBS Financial Services, Inc. Philadelphia PA Learn More
Jan Graybill Legacy Planning Partners Allentown PA Learn More
Bill Guerin Catalytics Performance Consulting Warrington PA Learn More
Charles Kedra FPA Wealth Management Media PA Learn More
Matt Kulp Legacy Planning Partners Sinking Spring PA Learn More
Matthew Lang UBS Financial Services, Inc. Philadelphia PA Learn More
Charles Laverty Arnett Carbis Toothman LLP New Castle PA Learn More
Kevin Leigh BNY Mellon Wealth Management Philadelphia PA Learn More
Mark Metzler Kreischer Miller Horsham PA Learn More
Frank Michel Exit Decisions Malvern PA Learn More
William Minor UBS Financial Services, Inc. Canonsburg PA Learn More
Scott Pinchak BNY Mellon Wealth Management Enola PA Learn More
Greg Sarian Hightower Advisors Malvern PA Learn More
Brian Sharkey Kreischer Miller Allentown PA Learn More
Thomas Taricani Boyer & Ritter State College PA Learn More
Brian Tarquinio UBS Financial Services, Inc. Pittsburgh PA Learn More
John Tarquinio UBS Financial Services, Inc. Pittsburgh PA Learn More
Mark Uehling UBS Financial Services, Inc. Lansdale PA Learn More
Josh Weiskopf Legacy Planning Partners Plymouth Meeting PA Learn More
David Wimer Murphy McCormack Capital Advisors Sinking Spring PA Learn More

U.S. STATES: S-W


US States: South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, D.C., Washington (State), Wisconsin

Note: Currently, there is not a Certified Exit Planning Advisor® (CEPA®) in the following regions: West Virginia; Wyoming.
Contact EPI Headquarters for assistance and recommendations.

South Carolina

Name
Firm
City
ST
Learn More
Allen Brown LCM Columbia SC Learn More
Christopher Brown Family Legacy, Inc. Greenville SC Learn More
Cindy Collier Healthcare Valuation Solutions Myrtle Beach SC Learn More
Kent McKown McKown Company Greer SC Learn More
Matt Morley Pendleton Street Advisors Columbia SC Learn More

South Dakota

Name
Firm
City
ST
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Kayce Gerlach Casey Peterson Ltd Rapid City SD Learn More

Tennessee

Name
Firm
City
ST
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William Braddy KraftCPAs/ Kraft Asset Management Nashville TN Learn More
Rob Cook Fifth Third Private Bank Nashville TN Learn More
Justin Goodbread Financially Simple Knoxville TN Learn More
Jay Healy Century Wealth Management Memphis TN Learn More
Dana Holmes 2nd Generation Capital Nashville TN Learn More
Bryce Jenney Raymond James & Associates Nashville TN Learn More
Jessica Jung Wealth Management Group of TN Nashville TN Learn More
Jim Ward 2nd Generation Capital Nashville TN Learn More

Texas

Name
Firm
City
ST
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Jesse Abercrombie Edward Jones Dallas TX Learn More
Don Ames A&D Advisors LLC Lakeway TX Learn More
Jim Bartlett B2B CFO Arlington TX Learn More
Jack Beam Dailey Resources, Inc. Grapevine TX Learn More
Luke Britt Level Four Wealth Management Plano TX Learn More
Lynne Candler Frost Bank San Antonio TX Learn More
Ray Croff Mobius Financial Advisors Denton TX Learn More
Paul Crozier Frost Bank Bishop TX Learn More
Douglas Dickey DRDA PLLC Houston TX Learn More
Jim Ferguson Jim Ferguson McKinney TX Learn More
Chris Gain Generational Equity Dallas TX Learn More
Robert Gardner ARMOR Financial Solutions Group Addison TX Learn More
Laura Garofanello Frost Bank Dallas TX Learn More
Curtis Groves Frost Bank San Antonio TX Learn More
Robert Hancock The Hancock Firm Houston TX Learn More
Shea Hancock The Hancock Firm Houston TX Learn More
Brandon Henry Mosaic Advisors Houston TX Learn More
Jason Kimball Generational Equity Richardson TX Learn More
Bob Kitzman U.S. Trust Dallas TX Learn More
Celeste Koh Generational Equity Dallas TX Learn More
Chris Massey Frost Wealth Advisors Fort Worth TX Learn More
Shaun McDuffee Northstar Financial Austin TX Learn More
Mariann Montgomery Murphy Business Richardson TX Learn More
Matt Orth Comerica Bank Sugar Land TX Learn More
Linnie Phebus Frost Wealth Advisors Austin TX Learn More
Darlene Plumly Darlene Plumly CPA Houston TX Learn More
Kevin Roth Tanglewood Legacy Advisors Kingwood TX Learn More
Ronald Salmon Salmon Sims Thomas Dallas TX Learn More
John Sands Frost Bank Fort Worth TX Learn More
Thomas Schmidt Velocity Business Advisors Houston TX Learn More
Lori Siegel UBS Financial Services, Inc. Houston TX Learn More
Andrew Tanner U.S. Trust Dallas TX Learn More
Joe Torres Joe L. Torres, PC Odessa TX Learn More
Shei Unger BNY Mellon Wealth Management Dallas TX Learn More

Utah

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Stan Kimball Knox Capital Group Draper UT Learn More
Einar Schow Knox Capital Group Draper UT Learn More

Vermont

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John Davis Davis & Hodgdon Associates Williston VT Learn More

Virginia

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Matthew Barrette Barrette Financial Consulting Roanoke VA Learn More
David Bastiaans Wolcott Rivers Gates Virginia Beach VA Learn More
Dan Doran Quantive Tysons Corner VA Learn More
Tom Fish Go Beyond LLC Springfield VA Learn More
Holly Flores Quantive McLean VA Learn More
Bert Henderson SunTrust Norfolk VA Learn More
Darren Koch Steigerwald, Gordon & Koch Wealth Advisors Leesburg VA Learn More
Elida Pierson Fitzgerald & Co., CPAs, PC Vienna VA Learn More
Ben Rodgers BNY Mellon Wealth Management Tysons VA Learn More
Thomas Troxell BNY Mellon Wealth Management Tysons VA Learn More
Matt Whitaker Clear Rock M&A Advisors Alexandria VA Learn More
Donald Wright BNY Mellon Wealth Management Reston VA Learn More

Washington, D.C.

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Keith Apton UBS Financial Services, Inc. Washington DC Learn More
Will Finnerty UBS Financial Services, Inc. Washington DC Learn More
Nick Francia UBS Financial Services, Inc. Washington DC Learn More
Kayvon Sarmadi UBS Financial Services, Inc. Washington DC Learn More

Washington (State)

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Matthew Bisturis Schwabe Williamson & Wyatt Vancouver WA Learn More
Michael CMBI group Redmond WA Learn More
Kelly Deis Soundpoint Consulting Bainbridge Island WA Learn More
William Gibbs BNY Mellon Wealth Management Bellevue WA Learn More
Thomas Godwin CB Financial Services Anacortes WA Learn More
Arnie Hendricks Financial Management Resources Issaquah WA Learn More
John Kamprath UBS Financial Services, Inc. Spokane WA Learn More
Charles Kanieski The Business Guides Inc Port Townsend WA Learn More
Bob King C.O.O. Services, LLC Bellevue WA Learn More
Patrick McConn Baker Boyer Bank Walla Walla WA Learn More
Vincent McDonough Anderson Hostnik PLLC Tacoma WA Learn More
Thomas Ryan BNY Mellon Wealth Management Tacoma WA Learn More
Chad Wall BNY Mellon Wealth Management Maple Valley WA Learn More

Wisconsin

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Amy Biersteker Schenck SC Appleton WI Learn More
Frank Bremser Honkamp Krueger & Co. Waunakee WI Learn More
Kevin Eismann Epiphany Law, LLC Appleton WI Learn More
Eric Golueke Honkamp Krueger & Co. Madison WI Learn More
Lisa Horn Schenck SC Appleton WI Learn More
Kent Kohn Belgium WI Learn More
Jayne McQuillan Journey Consulting, LLC Green Bay WI Learn More
William Otto Investors Advisory Group Waukesha WI Learn More
Martha Sullivan Honkamp Krueger & Co. Waunakee WI Learn More