EPI is Pleased to Welcome 82 New Advisors to the CEPA Community

INTRODUCING THE NEWEST CERTIFIED EXIT PLANNING ADVISORS

[Atlanta, GA] EPI is Pleased to Welcome 82 New Advisors to the CEPA Community


CEPA Atlanta | Class of 2019

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

  • J. Max Barger, CEPA, PNC Wealth Management, McLean, Virginia [read more]
  • Scott Barron, CEPA, BNY Mellon Wealth Management, Atlanta, Georgia [read more]
  • Sno Barry, CEPA, BerryDunn, Bangor, Maine [read more]
  • Valerie Barton, CEPA, Trusted Counsel, Atlanta, Georgia [read more]
  • Kevin Bates, CEPA, UBS Financial Services, Inc., Boise, Idaho [read more]
  • Bianca Benedetti-Fang, CEPA, UBS Financial Services, Inc., Weehawken, New Jersey [read more]
  • Ronald Benedict, CEPA, PNC Wealth Management, Charlotte, North Carolina [read more]
  • Meryl Benyunes Spigelman, CEPA, UBS Financial Services, Inc., Coral Gables, Florida [read more]
  • Jeremy Bronson, CEPA, Value Defined/Weber Clark, Sylvania, Ohio [read more]
  • Todd Broussard, CEPA, SWBC Investment Services, Austin, Texas [read more]
  • James Broyd, CEPA, UBS Financial Services, Inc., Atlanta, Georgia [read more]
  • Mark Buxton, CEPA, PNC, Cleveland, Ohio [read more]
  • Timothy Byrd, Sr., CEPA, Byrd Capital, LLC, Covington, Louisiana [read more]
  • John Carter, CEPA, JMVC Transitions Group, LLC, Rochester Hills, Michigan [read more]
  • George Castrillon, CEPA, RBC Wealth Management, Rolling Hills Estates, California [read more]
  • Gregory Chapin, CEPA, UBS Financial Services, Inc., New York, New York [read more]
  • Kathleen Christy, CEPA, PNC Wealth Management, Chicago, Illinois [read more]
  • Paul Cissel, CEPA, Growth Caddie, Vero Beach, Florida [read more]
  • Victoria Collier, CEPA, The Estate & Asset Protection Law Firm, Decatur, Georgia [read more]
  • Marco Crespi, CEPA, PNC Bank, Ft Lauderdale, Florida [read more]
  • John DeRosa, CEPA, UBS Financial Services, Inc., New York, New York [read more]
  • Nicole Domis, CEPA, Wilmington Trust, Atlanta, Georgia [read more]
  • John Duane, CEPA, Bank of America Private Bank, Melville, New York [read more]
  • Thaddeus Dulin, CEPA, The Gallivan Group, Greenville, South Carolina [read more]
  • Eric Dunn, CEPA, UBS Financial Services, Inc., Sarasota, Florida [read more]
  • Joseph Fahey, CEPA, PNC Bank, McLean, Virginia [read more]
  • Brian Frey, CEPA, SignatureFD, Atlanta, Georgia [read more]
  • Matt Garrett, CEPA, Enclave Advisors, Atlanta, Georgia [read more]
  • John Gatesman, CEPA, SWBC Investment Services, San Antonio, Texas [read more]
  • Melissa Gerhardt, CEPA, Legacy Planning Partners, Allentown, Pennsylvania [read more]
  • TJ Gliha, CEPA, Sequoia Financial Group, Akron, Ohio [read more]
  • Adam Goehring, CEPA, BerganKDV, Bloomington, Minnesota [read more]
  • John Hardy, CEPA, Hardy Reed, Oxford, Mississippi [read more]
  • Thomas Harrison, CEPA, Corrigan Krause Harrison Long Harsar CPAs LLC, Westlake, Ohio [read more]
  • Brian R. Hassett, CEPA, PNC Bank, N.A., Cleveland, Ohio [read more]
  • Nathan Hayes, CEPA, IDOC, Atlanta, Georgia [read more]
  • Lisa Haynor, CEPA, Aprio, LLP, Atlanta, Georgia [read more]
  • Mark Hegstrom, CEPA, Waterfront Financial Group, Minneapolis, Minnesota [read more]
  • David Hern, CEPA, Sofer Advisors, LLC, Suwanee, Georgia [read more]
  • Douglas Hicks, CEPA, PNC, Akron, Ohio [read more]
  • Paul Hughes, CEPA, Hughes Financial Services, LLC, Herndon, Virginia [read more]
  • Lee Jackson, CEPA, LPL Financial, Madison, Alabama [read more]
  • Charles Jarrett, CEPA, Merrill Lynch, Naples, Florida [read more]
  • Daniel Kaiser, CEPA, UBS Financial Services, Inc., Fort Lauderdale, Florida [read more]
  • Jacqueline Kaltz-Coulombe, CEPA, KaltzCoulombe PLLC, Shelby Township, Michigan [read more]
  • Tomohiko Kaneko, CEPA, Struqture K.K., Chuo-ku, Tokyo [read more]
  • Sean Kelly, CEPA, PNC, Springfield, Illinois [read more]
  • James Kelly, CEPA, PNC Wealth Management, Philadelphia, Pennsylvania [read more]
  • Lauren Kinch, CEPA, BNY Mellon Wealth Management, San Francisco, California [read more]
  • Jonathan Lander, CEPA, PNC, Blue Bell, Pennsylvania [read more]
  • Ronald Lotti, CEPA, Apollo Financial Group, LLC, Hudson, New Hampshire [read more]
  • Linda Malin, CEPA, UBS Financial Services, Inc., Lafayette, Louisiana [read more]
  • Alfred Matchett, CEPA, PNC, Bethlehem, Pennsylvania [read more]
  • Thomas McMullen, CEPA, UBS Financial Services, Inc., San Diego, California [read more]
  • Mike Meilinger, CEPA, Meilinger Consulting, P.C., Greenville, South Carolina [read more]
  • Catherine Mericka, CEPA, UBS Financial Services, Inc., Atlanta, Georgia [read more]
  • Jon Milliken, CEPA, Wealth Solutions, Metairie, Louisiana [read more]
  • Jeffrey Morrison, CEPA, PNC, St. Louis, Missouri [read more]
  • Michael Moyer, CEPA, PNC Wealth Management, Philadelphia, Pennsylvania [read more]
  • Robert Packard, CEPA, PNC Wealth Management, Louisville, Kentucky [read more]
  • Chris Pintauro, CEPA, Bessemer Trust, Washington, D.C. [read more]
  • Nate Pitcher, CEPA, IndustryPro, Woodstock, Georgia [read more]
  • Joshua Pottinger, CEPA, UBS Financial Services, Inc., Austin, Texas [read more]
  • David Prowse, CEPA, Velorum Corporate Finance, Burlington, Ontario [read more]
  • Michael Remey, CEPA, Merrill, Red Bank, New Jersey [read more]
  • Jon B. Roman, CEPA, Transworld Business Advisors of Atlanta North, Atlanta, Georgia [read more]
  • Stephen Ruthven, CEPA, Baker Boyer Bank, Walla Walla, Washington [read more]
  • Alex Rykken, CEPA, RBC Wealth Management, Saint Paul, Minnesota [read more]
  • Chris Ryne, CEPA, Growth Achievement Partners, Overland Park, Kansas [read more]
  • Samuel Sax, CEPA, SVA Value Accelerators, Miami, Florida [read more]
  • Natalie Schmook, CEPA, Hayes Wealth Advisors, Dunwoody, Georgia [read more]
  • Joe Spain, CEPA, Aprio, LLP, Alpharetta, Georgia [read more]
  • Jim Stelten, CEPA, BerganKDV, Bloomington, Minnesota [read more]
  • Anna Vitelli, CEPA, PNC Wealth Management, Wayne, Pennsylvania [read more]
  • Pierre Vogelbacher, CEPA, PNC Bank, N.A., Orlando, Florida [read more]
  • James Walsh, CEPA, Bank of America Private Bank, Greensboro, North Carolina [read more]
  • Robert Wayland, CEPA, Wealth Advisory Group LLC, Clearwater, Florida [read more]
  • Katherine P. Whitehead, CEPA, BerryDunn, Portland, Maine [read more]
  • Phillip Williams, CEPA, P & P Business Solutions, Duluth, Georgia [read more]
  • Kimberly Wood, CEPA, PKF Texas, Houston, Texas [read more]
  • Joshua Young, CEPA, UBS Financial Services, Inc., Columbus, Ohio [read more]
  • Skip Zornes, CEPA, UBS Financial Services, Inc., Lafayette, Louisiana [read more]

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


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.

More than a credentialing company.

“This Methodology is Going to Supercharge My Practice!” -Justin Goodbread, CEPA, CFP®

Official ‘Exit Planning’ Definition: Exit planning combines the plan, concept, effort, and process into a clear, simple strategy to build a business that is transferable through strong human, structural, customer, and social capital. The future of the business owner, his/her family, and the business itself are addressed by exit planning through creating value today.

Exit planning is not just a plan (or a keyed-in report to print out for an owner). It is a strategy rooted in execution that grows value while expanding options so that an owner can transition the business on his/her terms when they are ready. It aligns the business, personal, and financial needs of the owner. Good exit planning utilizes the Value Acceleration Methodology™ to move clients through discovery, prepare, and decide gates. Certified Exit Planning Advisors (CEPA) educate the owner on all of the exit options and enters an engagement with an exit-option-agnostic perspective as to truly serve the business owner’s diverse needs. CEPAs collaborate with a seasoned, multi-disciplinary team of professionals to support the success of the business owner and use each other’s specialties and expertise to the benefit of the project. [view the award-winning methodology]

“Why did I earn CEPA when I already had an exit planning designation? Simple, the network. The quality of the EPI advisor network is unmatched.” -Paul Meyer, CEPA, CBEC

Do you consider your COIs or your referral network as the #1 source for new business? Look no further for your next membership affiliation. Formed in 2005 to serve educational and resource needs of financial planners and wealth managers, CPA/accountants, attorneys, commercial lenders, M&A advisors and business brokers, management consultants and other business advisors, the Exit Planning Institute is considered the standard trendsetter in the field of exit planning across the globe. It is the only organization that offers the Certified Exit Planning Advisor Program (CEPA) and qualifies for continuing education credits with twelve major professional associations, making it the most widely accepted and endorsed professional exit planning program in the world. [find a CEPA in your area]

“As a CPA, nothing is more important than exit planning.” -Bill Kenedy, CPA/ABV, CFF, CEPA

Our founders paved the way for the organization we are today. In the past three years alone, EPI has grown by more than ten times. We support and enable thousands of professional advisors who are leading the way in their local marketplaces across the globe. We invite you to join the community and experience the EPI difference.

We are powered by a dedicated staff, industry experts, and market leaders, that are passionate about providing top professional advisors the best industry content, ongoing practice support, and owner education resources. From humble beginnings, EPI has grown to become the exit planning market leader while staying focused and true to our mission. We are an education company that certifies and supports more than 900 CEPAs (and counting) as well as thousands of advisors worldwide through national, regional, chapter, and virtual education. Explore our history and make plans to play a part in our future. [explore the EPI history timeline snapshot]

“You want to have the best credential in the industry. So my advice is that you have to go with Exit Planning Institute.” -Vincent Mastrovito, CEPA, CBEC

Do you want help in an increasingly commoditized or oversaturated marketplace? Do you want just another designation for your business card or do you want the credentialing education that helps you adapt and thrive in a rapidly changing industry? You’ve come to the right place.

The Exit Planning Institute creates an exit planning “ecosystem,” and due to the diverse nature of exit planning, EPI has fostered a hyper-engaged exit planning community. This community includes CEPAs, other collaborative advisors, strategic alliance partners, academicians, the media, and business owners from across the globe made up of 15 countries, 44 U.S. States and representing over a dozen different professional disciplines. To serve this elite and cross-functional community on one major platform, EPI produces the best content as it relates to exit planning, succession planning, and value acceleration, provides ongoing advisor support and practice development, and creates connectivity to transitioning business owners. [connect with us today]

Explore the unmatched professional development experience and gain your next competitive edge in 2019.

The Certified Exit Planning Advisor (CEPA) Program is the most widely endorsed and accepted exit planning designation in the marketplace today. Experience the EPI difference and determine if earning the CEPA designation is the next strategic move for you to reinvent yourself in a changing marketplace. Visit www.EarnCEPA.com today.