EPI is Pleased to Welcome 71 New Advisors to the CEPA Community


[Chicago, IL] EPI is Pleased to Welcome 69 New Advisors to the CEPA Community

CEPA Chicago | Class of 2019

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

  • Patrick Beaudry, CEPA, PNC Wealth Management, Naples, Florida [read more]
  • Roger Berry, CEPA, Merill Private Wealth Management, Austin, Texas [read more]
  • Brad Bocketti, CEPA, UBS Financial Services, Inc., Plymouth, Michigan [read more]
  • William Brinkley, CEPA, First Citizens Bank Wealth Management, Charlotte, North Carolina [read more]
  • Jake Bryant, CEPA, UBS Financial Services, Inc., Boca Raton, Florida [read more]
  • Salvatore M. Capizzi, CEPA, Dunham, San Diego, California [read more]
  • Scott Carson, CEPA, CarsonAllaria Wealth Management, Glen Carbon, Illinois  [read more]
  • Jennifer Chess, CEPA, PNC Wealth Management, Avon Lake, Ohio [read more]
  • Lance Cholet, CEPA, UBS Financial Services, Inc., New York City, New York [read more]
  • Charles K. Clark, CEPA, Clark & Chamberlin LLC, Pittsburgh, Pennsylvania [read more]
  • Gene Crescente, CEPA, PNC Wealth Management, Pittsburgh, Pennsylvania [read more]
  • Neil Elmouchi, CEPA, Summit Financial Consultants, Inc., Westlake Village, California [read more]
  • Rene Farret, CEPA, Bank of America Merrill, San Antonia, Texas [read more]
  • Reed Fawley, CEPA, UBS Financial Services, Inc., New York City, New York  [read more]
  • Brian Feeney, CEPA, RBK, Athlone, Westmeath  [read more]
  • Judy Fredrickson, CEPA, UBS Financial Services, Inc., Minneapolis, Minnesota [read more]
  • Adam Fuelleman, CEPA, UBS Financial Services, Inc., Chicago, Illinois [read more]
  • Sean Gabrio, CEPA, UBS Financial Services, Inc., Portland, Oregon [read more]
  • Jordan Gelb, CEPA, Bank of America Merrill, Northbrook, Illinois [read more]
  • Ted Gray, CEPA, Merill Private Wealth Management, Austin, Texas [read more]
  • Michael Greer, CEPA, Wells Fargo Advisors, Beverly Hills, California [read more]
  • Joseph Guerrero, CEPA, UBS Financial Services, Inc., Palm Beach Gardens, Florida [read more]
  • Ethan Hafner, CEPA, UBS Financial Services, Inc., Chicago, Illinois [read more]
  • Megan Hammann, CEPA, PNC, Cincinnati, Ohio [read more]
  • Aron Heikali, CEPA, Oberon Securities, Los Angeles, California [read more]
  • Jeffrey Herold, CEPA, PNC Wealth Management, Akron, Ohio [read more]
  • Michael Imber, CEPA, PNC Wealth Management, Atlanta, Georgia [read more]
  • Gary Ingram, CEPA, Sullivan, Bruyette, Speros & Blayney, LLC, McLean, Virginia [read more]
  • Mickey Johnson, CEPA, Merill Private Wealth Management, Knoxville, Tennessee [read more]
  • Joseph Katelman, CEPA, UBS Financial Services, Inc., West Des Moines, Iowa [read more]
  • Thomas Kibler, CEPA, Merrill Lynch Wealth Management, Columbia, South Carolina [read more]
  • John Kohler, CEPA,  Schneider Downs & Co., Inc., Pittsburgh, Pennsylvania [read more]
  • Katherine Kraeblen, CEPA, PNC Wealth Management, Raleigh, North Carolina [read more]
  • Linda Landry, CEPA, PNC Wealth Management, Bethseda, Maryland [read more]
  • Syndie Levien, CEPA, UBS Financial Services, Inc., Palm Beach Gardens, Florida [read more]
  • Scott Luc, CEPA, Merill Lynch Wealth Management, Indianapolis, Indiana [read more]
  • Kevin McMullen, CEPA, Merill Lynch Wealth Management, Indianapolis, Indiana [read more]
  • Jason Miller, CEPA, Bank of America Merrill Lynch, Rockledge, Florida [read more]
  • Spencer Miller, CEPA, Merill Lynch Wealth Management, Westlake Village, California [read more]
  • Joe Miller, CEPA, UBS Financial Services, Inc., Minneapolis, Minnesota [read more]
  • Jamal Mosallam, CEPA, Parkshore Capital LLC, Northville, Michigan [read more]
  • Anthony Nydegger, CEPA, Commerce Trust Company, St. Louis Missouri [read more]
  • Diego Obando CEPA, Merill Lynch Wealth Management, Miami, Florida [read more]
  • Drew Oestreicher, CEPA, Spinnaker Trust, Portland, Maine [read more]
  • Aaron, Pierce, CEPA, UBS Financial Services, Inc., Fort Myers, Florida [read more]
  • Judy Raffa, CEPA, PNC Wealth Management, Philadelphia, Pennsylvania [read more]
  • Maureen Raihle, CEPA, First Republic, Chicago, Illinois [read more]
  • Scott Reed, CEPA, Hardy Reed, Inc, Tupelo, Mississippi [read more]
  • Lei Ren, CEPA, Harmony Financial Solutions Inc., Winnipeg, Manitoba [read more]
  • Mark Rheaume, CEPA, PNC Bank, Troy, Michigan [read more]
  • Alan Rich, CEPA, McDonald Cointot Crouse LLP, Pittsford, New York [read more]
  • James Roach, CEPA, Sequinox, Inc., Lancaster, Pennsylvania [read more]
  • Erick Roshelli, CEPA, HighTower Bethesda, Bethseda, Maryland [read more]
  • John Rossi, CEPA, UBS Financial Services, Inc., Houston, Texas [read more]
  • Gregory Schink, CEPA, Merill Lynch, Auburn Hills, Michigan [read more]
  • Jason Schrimsher, CEPA, UBS Financial Services, Inc., Huntsville, Alabama [read more]
  • Cameron Scott, CEPA, BerryDunn, Portland, Maine [read more]
  • Robert Seery, CEPA, RCS Capital Consulting, Chicago, Illinois [read more]
  • Jeff Sellner, CEPA, CliftonLarsonAllen LLP, Minneapolis, Minnesota [read more]
  • Bonnie Sewell, CEPA, American Capital Planning, LLC, Leesburg, Virginia [read more]
  • Michael Shore, CEPA, PNC Bank, Baltimore, Maryland [read more]
  • Robert Stachura, CEPA, StoneBridge Advisors, Millersville, Maryland [read more]
  • Dan Sullivan, CEPA, RBC Wealth Management, Florham Park, New Jersey [read more]
  • Melissa Transier, CEPA, Merill Private Wealth Management, Dallas, Texas [read more]
  • Michael Tusing, CEPA, UBS Financial Services, Inc., Los Angeles, California [read more]
  • Patricia Valeri, CEPA, PNC Wealth Management, McLean, Virginia [read more]
  • Keith Veres, CEPA, HBK CPA’s & Consultants, Fort Myers, Florida [read more]
  • Daniel Welch, CEPA, Oak Knolls Advisors, Caledonia, New York [read more]
  • Matthew Wong, CEPA, Bank of America Private Bank, Pasadena, California [read more]

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

367 Strong

In 2019 the Exit Planning Institute welcomed 367 new CEPAs into the community. Check out the other class announcements below:

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 over saturated 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.