EPI Masterclass

April Class of 2020

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

• Jeffery Acheson, CEPA, Advanced Strategies Group, Powell, OH [read more]
• Craig Ackermann, CEPA, Stewardship Advisory Group, Byron Center, MI [read more]
• Todd Ackermann, CEPA, Stewardship Advisory Group, Byron Center, MI [read more]
• Chad Adams, CEPA, UBS Financial Services, Inc., Denver, CO [read more]
• Seth Adamson, CEPA, UBS Financial Services, Columbus, OH [read more]
• John Alexander, CEPA, Bank of America, Piermont, NY [read more]
• Chris Alman, CEPA, Bank of America, Fairhope, AL [read more]
• Myles Anderson, CEPA, Merrill Lynch, San Diego, CA [read more]
• Mark Andresky, CEPA, Performance Business Advisors, LLC, Charlevoix, MI [read more]
• Andrew Arnold, CEPA, Centerline Wealth Advisors, Louisville, KY [read more]
• Heather Askham, CEPA, Askham Advisory, Inc., Calgary, AB [read more]
• Hans Auer, CEPA, UBS Financial Services, Jamestown, NY [read more]
• Jennifer Baker, CEPA, Baker wealth Strategies, Cypress, TX [read more]
• Rebecca Baker, CEPA, UBS Financial Services, Montgomery, AL [read more]
• Meryll Bangsil, CEPA, UBS Serrvices, Inc., Boca Raton, FL [read more]
• Scot Berryman, CEPA, UBS Financial Services, Inc. [read more]
• Patrick Bonanno, CEPA, Bernstein Wealth Management, Tampa, FL [read more]
• Jesse Boulerice, CEPA, Merrill Lynch, Raleigh, NC [read more]
• David Bourke, CEPA, FocusCFO [read more]
• Matthew Brehmer, CEPA, Neenah, WI [read more]
• Daniel Brown, CEPA, The Brown Wealth Management Group, Paducah, KY [read more]
• Jamey Brown, CEPA, UBS Financial Services, Inc., Paducah, KY [read more]
• Brian Buetel, CEPA, UBS Financial Services [read more]
• Cameron Buetel, CEPA, UBS Financial Services, Inc., Boca Raton, FL [read more]
• Steven Burch, CEPA, UBS Financial Services, Inc., West Linn, OR [read more]
• Tom Byrnes, CEPA, RBC Wealth Management, Pennslyvania [read more]
• Matthew Cardella, CEPA, Hinesville, GA  [read more]
• Bryan Cast, CEPA, Cast Financial [read more]
• John Castronuovo, CEPA, UBS Financial Services, Inc., Palm Beach Gardens, FL [read more]
• Travis Catania, CEPA, Business Succession Pros, Inc., Escondido, CA  [read more]
• William Chaney, CEPA, Fort Pitt Capital Group, Pittsburgh, PA [read more]
• John Chapman, CEPA, Edward Jones, Azle, TX  [read more]
• Victoria Conigliaro, CEPA, UBS Financial Services, Inc., Maspeth, NY [read more]
• Mark Connell, CEPA, Mark R. Connell, Attorney At Law, LLC, Essex, CT [read more]
• Joe Covey, CEPA, UBS Financial Services, Inc., Sammamish, WA [read more]
• Bradley Crockett, CEPA, Wilmington Trust, Baltimore, MD [read more]
• Shina Culberson, CEPA, Quist Valuation, Boulder, CO [read more]
• John Dawalt, CEPA, Merrill Lynch, Chapin, SC [read more]
• Sheetal Desai, CEPA, The Trusted Lawyers, a Desai Law Group PC, Duluth, GA [read more]
• Douglas Domian, CEPA, UBS Financial Services, Inc., Hartford, CT [read more]
• Mark Dorman, CEPA, Legacy Business Advisors, Medina, OH [read more]
• Peter Dougherty, CEPA, Merrill Lynch, Chagrin Falls, OH [read more]
• Ben Duenwald, CEPA, Seattle, WA [read more]
• Brent Engelbrekt, CEPA, Sunbelt Business Advisors, Saint Cloud, MN [read more]
• Erik Feldhaus, CEPA, Merrill Lynch, Northbrook, IL [read more]
• Dwight Ferguson, CEPA, Ferguson Financial Group, Elkridge, MD [read more]
• Chris Figaro, CEPA, Merrill Lynch, Fitchburg, WI [read more]
• David Ford, CEPA, Ford Law Firm LLC, Columbia, SC [read more]
• Adam Freeland, CEPA, Harford Financial Group [read more]
• William Gallagher, CEPA, RBC Wealth Management, Bryn Mawr, PA [read more]
• Derek Garland , CEPA, First Citizens Bank, Rock Hill, SC [read more]
• Joshua Garnier, CEPA, Merrill Lynch, Spring, TX [read more]
• Laurie Gatten, CEPA, Barnes Wendling CPAs, Cleveland, OH [read more]
• John C. Gautreau II, CEPA, NextGen Consuting, LLC, Mirimar Beach, FL  [read more]
• Richard Gibbs, CEPA, UBS Financial Services, Inc., UBS Financial Services, Inc., Leawood, KS [read more]
• James Gibson, CEPA, UBS Financial Services, Baltimore, MD [read more]
• Jim Gilbride, CEPA, FocusCFO, Broadview Heights, OH [read more]
• Joseph Gitto, CEPA, Blue Sky Exit Planning & CFO Services, Winter Garden, FL [read more]
• Corey Goldstein, CEPA, Merrill Lynch, Chesterfield, MO [read more]
• Matthew Gorgol, CEPA, Alex.Brown, Scottsdale, AZ [read more]
• Thomas Graham, CEPA, Bank of America Private Bank, W. Conshohocken, PA [read more]
• Sarah Greifenberger, CEPA, Arbor Valuation and Consulting, Ann Arbor, MI [read more]
• Barry Gross, CEPA, 1792 Wealth Advisors, Morristown, NJ [read more]
• David Guadagnino, CEPA, Merrill Lynch, Rochester, NY [read more]
• Andrew Halpern, CEPA, UBS, Syosset, NY [read more]
• Trent Hamans, CEPA, ATB Financial, Edmonton, AB [read more]
• James Harrington, CEPA, BOP Consulting, Rancho Cucamonga, CA [read more]
• Kyle Harris, CEPA, UBS, Lutherville, MD [read more]
• Bryce Harrison, CEPA, Harford Financial Group,  [read more]
• Mark Harter, CEPA, Golden Gate Growth Solutions, San Rafael, CA [read more]
• Richard Haskin, CEPA, UBS Financial Services, Inc., Washington, D.C. [read more]
• Will Hester III, CEPA, First Citizens Bank, Asheville, NC [read more]
• Cody Hilbun, CEPA, Bespoke Capital Advisors of Raymond James, Atlanta, GA [read more]
• Todd Hnatyszyn, CEPA, Great Lakes Consulting Group, Jamestown, NY [read more]
• Jonathan Hodge, CEPA, UBS Financial Services, Inc., Los Angeles, CA [read more]
• Jennifer Homman, CEPA, Cultivate Wealth, LLC, DeForest, WI [read more]
• Matthew Howard, CEPA, UBS Financial Services, Inc., Bay Village, OH [read more]
• Brandon Hutchison, CEPA, Merrill Lynch, Cincinnati, OH [read more]
• John Iannucci, CEPA, ILG Private Wealth, Oakdale, PA [read more]
• Robert Ibrahim, CEPA, Ibrahim Wealth Advisory Group, Somerville, NJ [read more]
• Daniel Imfeld, CEPA, UBS Financial Services, Inc., Cleveland, OH [read more]
• Christopher Inglis, CEPA, UBS Financial Services, Inc., Pacifica, CA [read more]
• Chad Irving, CEPA, Merrill Lynch, Pittsburgh, PA [read more]
• Matthew Jack, CEPA, UBS Financial Services, Inc., Montclair, NJ [read more]
• Nicole Johnson, CEPA, UBS Financial Services, Inc., East Weymouth, MA [read more]
• Kristine Kanno, CEPA, 1979, Bellevue, WA [read more]
• Jeffrey Karitis, CEPA, UBS Financial Services, Inc., Newburgh, NY [read more]
• Brad Kingsley, CEPA, Maximize Your Money, Mount Pleasant, SC [read more]
• Douglas Kottke, CEPA, UBS Financial Services, Inc., Wayzata, MN [read more]
• David Kuzma, CEPA, Cambridge Investment Research, Inc., Bowie, MD [read more]
• Yong Kwon, CEPA, LEK Partners, San Diego, CA [read more]
• Michael Laliberte, CEPA, Coastal Retirement Advisors, Cape Coral, FL [read more]
• Victor Lam, CEPA, UBS Financial Services, Inc., Portland, OR [read more]
• Ken Lee, CEPA, First Choice Business Brokers, Birmingham, MI [read more]
• Paul Lee, CEPA, UBS Financial Services, Inc., Barrington, IL [read more]
• Robert Levin, CEPA, UBS Financial Services, Inc., Los Angeles, CA [read more]
• Shannon Lewandoski, CEPA, Synergy Wealth Solutions, Chesterfield, MO [read more]
• Andrew Licon, CEPA, Frost Bank, Antonio, TX [read more]
• Melissa Lilly, CEPA, UBS Financial Services, Inc., New Orleans, LA [read more]
• Ignatius Liu, CEPA, Wells Fargo, San Francisco, CA [read more]
• Alvina Lo, CEPA, Wilmington Trust, N.A., New York, NY [read more]
• Nicholas Lomaglio, CEPA, UBS Financial Services, Inc., Chicago, IL [read more]
• Benjamin London, CEPA, Equity Insurance Brokerage Services, Boca Raton, FL [read more]
• David Long, CEPA, Corrigan Krause, Westlake, OH [read more]
• Edward Luecke, CEPA, Merrill Lynch, Chagrin Falls, OH [read more]
• Matthew Maker, CEPA, Barnes Wendling CPAs, Inc., Cleveland, OH [read more]
• Brandon Mather, CEPA, Dunham & Associates, Tubac, AZ [read more]
• Rich Mazzola, CEPA, Marcum, Cleveland, OH [read more]
• Matthew Mccoy, CEPA, Pilot Financial, Kernersville, NC [read more]
• Shanda McFadden, CEPA, Merrill Lynch, Munster, IN [read more]
• Brittany McLaughlin, CEPA, UBS Financial Services, Inc., Norwood, PA [read more]
• Jim Mead, CEPA, UBS Financial Services, Inc., Bend, OR [read more]
• Roxanne Miles, CEPA, Edward Jones, Austin, TX [read more]
• Lechelle Moore, CEPA, UBS, Brentwood, TN [read more]
• Gerardo Moya, CEPA, Merrill Lynch, Coral Gables, FL [read more]
• Ryan Murray, CEPA, Merrill Lynch, Cincinnati, OH [read more]
• Scott Myatt, CEPA, Caber Hill Advisors, Loveland, CO [read more]
• James Neunuebel, CEPA, UBS Financial Services, Inc. [read more]
• Robert Oliver, CEPA, Jim Falls, WI [read more]
• James Orr, CEPA, UBS Financial Services, Inc., Menlo Park, CA [read more]
• David Paduch, CEPA, UBS Financial Services, Inc., TN [read more]
• David Palmer, CEPA, UBS Financial Services, Inc., New York, NY [read more]
• Samuel Parker, CEPA, UBS Financial Services, Inc., TX [read more]
• Brian Paulsen, CEPA, True Wealth & Company, Overland Park, KS [read more]
• Rebecca Pearson, CEPA, Dunham, Slidell, LA [read more]
• Donald Peterson, CEPA, UBS, Dallas, TX [read more]
• Paul Pintek, CEPA, Merrill Lynch Wealth Management, La Jolla, CA [read more]
• Nickolas Prieto, CEPA, UBS Financial Services, Inc., Walnut Creek, CA [read more]
• Lee Przybyla, CEPA, Broadway Wealth Solutions, Inc., San Antonio, TX [read more]
• Douglas Quint, CEPA, Merrill Lynch, Austin, TX [read more]
• Ken Rapp, CEPA, Ameriprise Financial Services LLC, Mechanicsburg, PA [read more]
• Dave Recchion, CEPA, Aprio, Greensboro, NC [read more]
• Mose Richardson Jr, CEPA, UBS Financial Services, Inc., Miamisburg, OH [read more]
• Shaun Rowles, CEPA, SunTrust Private Wealth, Franklin, TN [read more]
• Nick Ruch, CEPA, UBS Financial Services, Inc., Newport, KY [read more]
• Stephen Rudolph, CEPA, UBS Financial Services, Inc. [read more]
• Linda Ruffenach, CEPA, Execuity, Crestwood, KY [read more]
• Giovanni Ruggiero, CEPA, Ruggiero Wealth Management, Cleveland, OH [read more]
• Modesto Ruggiero, CEPA, UBS Financial Services, Inc., Cleveland, OH [read more]
• Anthony Rundella, CEPA, UBS Financial Services, Inc., Millstone Township, NJ [read more]
• Brent Rupnow, CEPA, Ameriprise Financial, Arcadia, CA [read more]
• James Russo, CEPA, Gallgher & Co., Brentwood, TN [read more]
• John Ryan, CEPA, UBS Financial Services, Inc., Rocky River, OH [read more]
• Brian Sanchez, CEPA, Merrill Lynch, Coral Gables, FL [read more]
• Alexandre Santos, CEPA, UBS Financial Services, Inc. [read more]
• Rik Saylor, CEPA, Rik Saylor Financial Inc, Hamilton, OH [read more]
• Chris Schumacher, CEPA, UBS Financial Services, Inc., Wyndmoor, PA [read more]
• Jason Sellnow, CEPA, Oak Hill Business Partners, Franklin, WI [read more]
• Neeli Shah, CEPA, The Law Offices of Neeli Shah, Atlanta, GA [read more]
• Jen Sherwood, CEPA, Bank of America, Cincinnati, OH [read more]
• Norman Shumate, CEPA, Merrill Lynch, Charleston, WV [read more]
• Tom Singh, CEPA, Merrill Lynch, Alpharetta, GA [read more]
• Rob Sligh, CEPA, Family Business Consulting Group, Grand Rapids, MI [read more]
• Gregory Sloan, CEPA, The Purpose Co., Dunwoody, GA [read more]
• Stuart Smith III, CEPA, Wilmington Trust, Baltimore, MD [read more]
• Mark Specker, CEPA, UBS Financial Services, Inc., Minneapolis, MN [read more]
• Gerry Spitzer, CEPA, UBS Financial Services, Inc., Scotch Plains, NJ [read more]
• Thomas Stadum, CEPA, UBS Financial Services, Inc., Fargo, ND [read more]
• Laurie Stegenga, CEPA, Foresight Capital Management Advisors, Inc., Saline, MI [read more]
• Michael Stemen, CEPA, SFC Consulting, LLC, Dublin, OH [read more]
• Scott Stevens, CEPA, Merrill Lynch, Carlsbad, CA [read more]
• Brandon Sullivan, CEPA, UBS Financial Services, Inc., Franklin, TN [read more]
• Robert Sullivan, CEPA, Sullivan Financial, LLC, Chester, MD [read more]
• Matthew Tackman, CEPA, Merrill Lynch, Ridgefield, CT [read more]
• Jeff Terrill, CEPA, Merrill Lynch, Portland, OR [read more]
• Quinton Tramontano, CEPA, Merrill Lynch, San Antonio, TX [read more]
• Amit Trivedi, CEPA, UBS Financial Services, Inc., Sammamish, WA [read more]
• Mitchell Tuell, CEPA, UBS Financial Services, Inc., TN [read more]
• Sarah Van Aken, CEPA, Van Aken, LLC, Philadelphia, PA [read more]
• Amanda Vella, CEPA, ATB Financial, Edmonton, AB [read more]
• Daniel Vermeire, CEPA, CFA, Garland, TX [read more]
• Edward Villanyi, CEPA, Merrill Lynch, Fishers, IN [read more]
• Therese Vita, CEPA, Bank of America Private Bank, Buffalo, NY [read more]
• Joseph Vogler, CEPA, UBS Financial Services, Inc., Allendale, NJ [read more]
• David Walsh, CEPA, Harbinger Partners, LLC, Reading, MA [read more]
• Christopher Watson, CEPA, New Leaf Financial, Dublin, OH [read more]
• Larry Weiss, CEPA, Weiss Advisors LLC, St. Louis, OH [read more]
• Robert West, CEPA, 1945, Duluth, MN [read more]
• Jeremy Weston, CEPA, Edward Jones, Blaine, MN [read more]
• Sean Wieland, CEPA, Tannhauser Financial, North Wales, PA [read more]
• Zachary Wild, CEPA, Edward Jones Investments, Erie, PA [read more]
• Cyprus Williams, CEPA, Merrill Lynch, Aurora, CO [read more]
• Ryan Williams, CEPA, Waterfront Financial Group, Minneapolis, MN [read more]
• Jeremy Wynes, CEPA, UBS Financial Services, Inc., Highland Park, IL [read more]
• Derek Yoder, CEPA, UBS Financial Services, Inc., Dallas, TX [read more]
• Anastacia Young, CEPA, UBS Financial Services, Inc., Indianapolis, IN [read more]
• Lauren Zangardi Haynes, CEPA, Spark Financial Advisors, Henrico, VA [read more]
• Lulu Zappy, CEPA, UBS, Mt Laurel, NJ [read more]
• Jason Zukoski, CEPA, Integrated Tax and Wealth Group LLC, Rochester, NY [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 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 2020.

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.