Who We Are

Who We Are


The Exit Planning Institute is the premier provider of education, networking, professional development, and tools for exit planning professionals worldwide.


Our team is dedicated to accomplishing this vision, providing leading educational opportunities, certification programs, events, member support, and industry research for exit planning professionals in the United States and worldwide.


Our Team




Christopher Snider

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Vice President

Scott Snider

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Vice President of Marketing

Brooke Norman

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Client Experience Manager

Josh Koza

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Program Coodinator

Drew English

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Project Manager

Dan Dwyer

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Board of Advisors

The Board of Advisors of the Exit Planning Institute acts in an advisory capacity.


, The Christman Group

Peter Christman

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Advisor, MidCap Advisors

Richard Jackim

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ARB PR Photo 1 (2014_02_05 19_16_56 UTC)

Advisor, Berryman & Company

Ron Berryman

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Photo color Tom Deans -sized_3

Advisor, Everyfamiliesbusiness.com

Tom Deans

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Advisor, Partners Private Equity

Andrew Kuhar

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Advisor, Enterprise Services, Inc.

Scott Miller

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Advisor, PNC Wealth Management

Patrick O’Brien

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Advisor, Strategic Value Advisors

Sean Hutchinson

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Advisor, The McLean Group

Dennis Roberts

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ITASCA, IL - DECEMBER 16: Michael C. Foltz, JD, CPA, CFP¨, Principal, Chief Estate Planning Officer for Balasa Dinverno Foltz, LLC photographed on Tuesday, December 16, 2014 at the firm's offices in Itasca, Illinois. Photo credit: Randy Belice

Advisor, Balasa Dinverno Foltz

Mike Foltz

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