EPI is Pleased to Welcome 189 New Advisors to the CEPA Community

INTRODUCING THE NEWEST CERTIFIED EXIT PLANNING ADVISORS

EPI is Pleased to Welcome 189 New Advisors to the CEPA Community


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 AckermannCEPA, Stewardship Advisory Group, Byron Center, MI [read more]
  • Todd AckermannCEPA, Stewardship Advisory Group, Byron Center, MI [read more]
  • Chad AdamsCEPA, UBS Financial Services, Inc., Denver, CO [read more]
  • Seth AdamsonCEPA, UBS Financial Services, Columbus, OH [read more]
  • John AlexanderCEPA, Bank of America, Piermont, NY [read more]
  • Chris AlmanCEPA, Bank of America, Fairhope, AL [read more]
  • Myles AndersonCEPA, Merrill Lynch, San Diego, CA [read more]
  • Mark AndreskyCEPA, Performance Business Advisors, LLC, Charlevoix, MI [read more]
  • Andrew ArnoldCEPA, Centerline Wealth Advisors, Louisville, KY [read more]
  • Heather AskhamCEPA, Askham Advisory, Inc., Calgary, AB [read more]
  • Hans AuerCEPA, UBS Financial Services, Jamestown, NY [read more]
  • Jennifer BakerCEPA, Baker wealth Strategies, Cypress, TX [read more]
  • Rebecca BakerCEPA, UBS Financial Services, Montgomery, AL [read more]
  • Meryll BangsilCEPA, UBS Serrvices, Inc., Boca Raton, FL [read more]
  • Scot BerrymanCEPA, UBS Financial Services, Inc. [read more]
  • Patrick BonannoCEPA, Bernstein Wealth Management, Tampa, FL [read more]
  • Jesse BoulericeCEPA, Merrill Lynch, Raleigh, NC [read more]
  • David BourkeCEPA, FocusCFO [read more]
  • Matthew BrehmerCEPA, Neenah, WI [read more]
  • Daniel BrownCEPA, The Brown Wealth Management Group, Paducah, KY [read more]
  • Jamey BrownCEPA, UBS Financial Services, Inc., Paducah, KY [read more]
  • Brian BuetelCEPA, UBS Financial Services [read more]
  • Cameron BuetelCEPA, UBS Financial Services, Inc., Boca Raton, FL [read more]
  • Steven BurchCEPA, UBS Financial Services, Inc., West Linn, OR [read more]
  • Tom ByrnesCEPA, RBC Wealth Management, Pennslyvania [read more]
  • Matthew CardellaCEPA, Hinesville, GA  [read more]
  • Bryan CastCEPA, Cast Financial [read more]
  • John CastronuovoCEPA, UBS Financial Services, Inc., Palm Beach Gardens, FL [read more]
  • Travis CataniaCEPA, Business Succession Pros, Inc., Escondido, CA  [read more]
  • William ChaneyCEPA, Fort Pitt Capital Group, Pittsburgh, PA [read more]
  • John ChapmanCEPA, Edward Jones, Azle, TX  [read more]
  • Victoria ConigliaroCEPA, UBS Financial Services, Inc., Maspeth, NY [read more]
  • Mark ConnellCEPA, Mark R. Connell, Attorney At Law, LLC, Essex, CT [read more]
  • Joe CoveyCEPA, UBS Financial Services, Inc., Sammamish, WA [read more]
  • Bradley CrockettCEPA, Wilmington Trust, Baltimore, MD [read more]
  • Shina CulbersonCEPA, Quist Valuation, Boulder, CO [read more]
  • John DawaltCEPA, Merrill Lynch, Chapin, SC [read more]
  • Sheetal DesaiCEPA, The Trusted Lawyers, a Desai Law Group PC, Duluth, GA [read more]
  • Douglas DomianCEPA, UBS Financial Services, Inc., Hartford, CT [read more]
  • Mark DormanCEPA, Legacy Business Advisors, Medina, OH [read more]
  • Peter DoughertyCEPA, Merrill Lynch, Chagrin Falls, OH [read more]
  • Ben DuenwaldCEPA, Seattle, WA [read more]
  • Brent EngelbrektCEPA, Sunbelt Business Advisors, Saint Cloud, MN [read more]
  • Erik FeldhausCEPA, Merrill Lynch, Northbrook, IL [read more]
  • Dwight FergusonCEPA, Ferguson Financial Group, Elkridge, MD [read more]
  • Chris FigaroCEPA, Merrill Lynch, Fitchburg, WI [read more]
  • David FordCEPA, Ford Law Firm LLC, Columbia, SC [read more]
  • Adam FreelandCEPA, Harford Financial Group [read more]
  • William GallagherCEPA, RBC Wealth Management, Bryn Mawr, PA [read more]
  • Derek Garland CEPA, First Citizens Bank, Rock Hill, SC [read more]
  • Joshua GarnierCEPA, Merrill Lynch, Spring, TX [read more]
  • Laurie GattenCEPA, Barnes Wendling CPAs, Cleveland, OH [read more]
  • John C. Gautreau IICEPA, NextGen Consuting, LLC, Mirimar Beach, FL  [read more]
  • Richard GibbsCEPA, UBS Financial Services, Inc., UBS Financial Services, Inc., Leawood, KS [read more]
  • James GibsonCEPA, UBS Financial Services, Baltimore, MD [read more]
  • Jim GilbrideCEPA, FocusCFO, Broadview Heights, OH [read more]
  • Joseph GittoCEPA, Blue Sky Exit Planning & CFO Services, Winter Garden, FL [read more]
  • Corey GoldsteinCEPA, Merrill Lynch, Chesterfield, MO [read more]
  • Matthew GorgolCEPA, Alex.Brown, Scottsdale, AZ [read more]
  • Thomas GrahamCEPA, Bank of America Private Bank, W. Conshohocken, PA [read more]
  • Sarah GreifenbergerCEPA, Arbor Valuation and Consulting, Ann Arbor, MI [read more]
  • Barry GrossCEPA, 1792 Wealth Advisors, Morristown, NJ [read more]
  • David GuadagninoCEPA, Merrill Lynch, Rochester, NY [read more]
  • Andrew HalpernCEPA, UBS, Syosset, NY [read more]
  • Trent HamansCEPA, ATB Financial, Edmonton, AB [read more]
  • James HarringtonCEPA, BOP Consulting, Rancho Cucamonga, CA [read more]
  • Kyle HarrisCEPA, UBS, Lutherville, MD [read more]
  • Bryce HarrisonCEPA, Harford Financial Group,  [read more]
  • Mark HarterCEPA, Golden Gate Growth Solutions, San Rafael, CA [read more]
  • Richard HaskinCEPA, UBS Financial Services, Inc., Washington, D.C. [read more]
  • Will Hester IIICEPA, First Citizens Bank, Asheville, NC [read more]
  • Cody HilbunCEPA, Bespoke Capital Advisors of Raymond James, Atlanta, GA [read more]
  • Todd HnatyszynCEPA, Great Lakes Consulting Group, Jamestown, NY [read more]
  • Jonathan Hodge, CEPA, UBS Financial Services, Inc., Los Angeles, CA [read more]
  • Jennifer HommanCEPA, Cultivate Wealth, LLC, DeForest, WI [read more]
  • Matthew HowardCEPA, UBS Financial Services, Inc., Bay Village, OH [read more]
  • Brandon HutchisonCEPA, Merrill Lynch, Cincinnati, OH [read more]
  • John IannucciCEPA, ILG Private Wealth, Oakdale, PA [read more]
  • Robert IbrahimCEPA, Ibrahim Wealth Advisory Group, Somerville, NJ [read more]
  • Daniel ImfeldCEPA, UBS Financial Services, Inc., Cleveland, OH [read more]
  • Christopher InglisCEPA, UBS Financial Services, Inc., Pacifica, CA [read more]
  • Chad IrvingCEPA, Merrill Lynch, Pittsburgh, PA [read more]
  • Matthew JackCEPA, UBS Financial Services, Inc., Montclair, NJ [read more]
  • Nicole JohnsonCEPA, UBS Financial Services, Inc., East Weymouth, MA [read more]
  • Kristine KannoCEPA, 1979, Bellevue, WA [read more]
  • Jeffrey KaritisCEPA, UBS Financial Services, Inc., Newburgh, NY [read more]
  • Brad KingsleyCEPA, Maximize Your Money, Mount Pleasant, SC [read more]
  • Douglas KottkeCEPA, UBS Financial Services, Inc., Wayzata, MN [read more]
  • David KuzmaCEPA, Cambridge Investment Research, Inc., Bowie, MD [read more]
  • Yong KwonCEPA, LEK Partners, San Diego, CA [read more]
  • Michael LaliberteCEPA, Coastal Retirement Advisors, Cape Coral, FL [read more]
  • Victor LamCEPA, UBS Financial Services, Inc., Portland, OR [read more]
  • Ken LeeCEPA, First Choice Business Brokers, Birmingham, MI [read more]
  • Paul LeeCEPA, UBS Financial Services, Inc., Barrington, IL [read more]
  • Robert LevinCEPA, UBS Financial Services, Inc., Los Angeles, CA [read more]
  • Shannon LewandoskiCEPA, Synergy Wealth Solutions, Chesterfield, MO [read more]
  • Andrew LiconCEPA, Frost Bank, Antonio, TX [read more]
  • Melissa LillyCEPA, UBS Financial Services, Inc., New Orleans, LA [read more]
  • Ignatius LiuCEPA, Wells Fargo, San Francisco, CA [read more]
  • Alvina LoCEPA, Wilmington Trust, N.A., New York, NY [read more]
  • Nicholas LomaglioCEPA, UBS Financial Services, Inc., Chicago, IL [read more]
  • Benjamin LondonCEPA, Equity Insurance Brokerage Services, Boca Raton, FL [read more]
  • David LongCEPA, Corrigan Krause, Westlake, OH [read more]
  • Edward LueckeCEPA, Merrill Lynch, Chagrin Falls, OH [read more]
  • Matthew MakerCEPA, Barnes Wendling CPAs, Inc., Cleveland, OH [read more]
  • Brandon MatherCEPA, Dunham & Associates, Tubac, AZ [read more]
  • Rich MazzolaCEPA, Marcum, Cleveland, OH [read more]
  • Matthew MccoyCEPA, Pilot Financial, Kernersville, NC [read more]
  • Shanda McFadden, CEPA, Merrill Lynch, Munster, IN [read more]
  • Brittany McLaughlinCEPA, UBS Financial Services, Inc., Norwood, PA [read more]
  • Jim MeadCEPA, UBS Financial Services, Inc., Bend, OR [read more]
  • Roxanne MilesCEPA, Edward Jones, Austin, TX [read more]
  • Lechelle MooreCEPA, UBS, Brentwood, TN [read more]
  • Gerardo MoyaCEPA, Merrill Lynch, Coral Gables, FL [read more]
  • Ryan MurrayCEPA, Merrill Lynch, Cincinnati, OH [read more]
  • Scott MyattCEPA, Caber Hill Advisors, Loveland, CO [read more]
  • James NeunuebelCEPA, UBS Financial Services, Inc. [read more]
  • Robert OliverCEPA, Jim Falls, WI [read more]
  • James OrrCEPA, UBS Financial Services, Inc., Menlo Park, CA [read more]
  • David PaduchCEPA, UBS Financial Services, Inc., TN [read more]
  • David PalmerCEPA, UBS Financial Services, Inc., New York, NY [read more]
  • Samuel ParkerCEPA, UBS Financial Services, Inc., TX [read more]
  • Brian PaulsenCEPA, True Wealth & Company, Overland Park, KS [read more]
  • Rebecca PearsonCEPA, Dunham, Slidell, LA [read more]
  • Donald PetersonCEPA, UBS, Dallas, TX [read more]
  • Paul PintekCEPA, Merrill Lynch Wealth Management, La Jolla, CA [read more]
  • Nickolas PrietoCEPA, UBS Financial Services, Inc., Walnut Creek, CA [read more]
  • Lee PrzybylaCEPA, Broadway Wealth Solutions, Inc., San Antonio, TX [read more]
  • Douglas QuintCEPA, Merrill Lynch, Austin, TX [read more]
  • Ken RappCEPA, Ameriprise Financial Services LLC, Mechanicsburg, PA [read more]
  • Dave RecchionCEPA, Aprio, Greensboro, NC [read more]
  • Mose Richardson JrCEPA, UBS Financial Services, Inc., Miamisburg, OH [read more]
  • Shaun RowlesCEPA, SunTrust Private Wealth, Franklin, TN [read more]
  • Nick Ruch, CEPA, UBS Financial Services, Inc., Newport, KY [read more]
  • Stephen RudolphCEPA, UBS Financial Services, Inc. [read more]
  • Linda RuffenachCEPA, Execuity, Crestwood, KY [read more]
  • Giovanni RuggieroCEPA, Ruggiero Wealth Management, Cleveland, OH [read more]
  • Modesto RuggieroCEPA, UBS Financial Services, Inc., Cleveland, OH [read more]
  • Anthony RundellaCEPA, UBS Financial Services, Inc., Millstone Township, NJ [read more]
  • Brent RupnowCEPA, Ameriprise Financial, Arcadia, CA [read more]
  • James RussoCEPA, Gallgher & Co., Brentwood, TN [read more]
  • John RyanCEPA, UBS Financial Services, Inc., Rocky River, OH [read more]
  • Brian SanchezCEPA, Merrill Lynch, Coral Gables, FL [read more]
  • Alexandre SantosCEPA, UBS Financial Services, Inc. [read more]
  • Rik SaylorCEPA, Rik Saylor Financial Inc, Hamilton, OH [read more]
  • Chris SchumacherCEPA, UBS Financial Services, Inc., Wyndmoor, PA [read more]
  • Jason SellnowCEPA, Oak Hill Business Partners, Franklin, WI [read more]
  • Neeli ShahCEPA, The Law Offices of Neeli Shah, Atlanta, GA [read more]
  • Jen SherwoodCEPA, Bank of America, Cincinnati, OH [read more]
  • Norman ShumateCEPA, Merrill Lynch, Charleston, WV [read more]
  • Tom SinghCEPA, Merrill Lynch, Alpharetta, GA [read more]
  • Rob SlighCEPA, Family Business Consulting Group, Grand Rapids, MI [read more]
  • Gregory SloanCEPA, The Purpose Co., Dunwoody, GA [read more]
  • Stuart Smith IIICEPA, Wilmington Trust, Baltimore, MD [read more]
  • Mark SpeckerCEPA, UBS Financial Services, Inc., Minneapolis, MN [read more]
  • Gerry SpitzerCEPA, UBS Financial Services, Inc., Scotch Plains, NJ [read more]
  • Thomas StadumCEPA, UBS Financial Services, Inc., Fargo, ND [read more]
  • Laurie StegengaCEPA, Foresight Capital Management Advisors, Inc., Saline, MI [read more]
  • Michael StemenCEPA, SFC Consulting, LLC, Dublin, OH [read more]
  • Scott StevensCEPA, Merrill Lynch, Carlsbad, CA [read more]
  • Brandon SullivanCEPA, UBS Financial Services, Inc., Franklin, TN [read more]
  • Robert SullivanCEPA, Sullivan Financial, LLC, Chester, MD [read more]
  • Matthew TackmanCEPA, Merrill Lynch, Ridgefield, CT [read more]
  • Jeff TerrillCEPA, Merrill Lynch, Portland, OR [read more]
  • Quinton TramontanoCEPA, Merrill Lynch, San Antonio, TX [read more]
  • Amit TrivediCEPA, UBS Financial Services, Inc., Sammamish, WA [read more]
  • Mitchell TuellCEPA, UBS Financial Services, Inc., TN [read more]
  • Sarah Van AkenCEPA, Van Aken, LLC, Philadelphia, PA [read more]
  • Amanda VellaCEPA, ATB Financial, Edmonton, AB [read more]
  • Daniel VermeireCEPA, CFA, Garland, TX [read more]
  • Edward VillanyiCEPA, Merrill Lynch, Fishers, IN [read more]
  • Therese VitaCEPA, Bank of America Private Bank, Buffalo, NY [read more]
  • Joseph VoglerCEPA, UBS Financial Services, Inc., Allendale, NJ [read more]
  • David WalshCEPA, Harbinger Partners, LLC, Reading, MA [read more]
  • Christopher WatsonCEPA, New Leaf Financial, Dublin, OH [read more]
  • Larry WeissCEPA, Weiss Advisors LLC, St. Louis, OH [read more]
  • Robert WestCEPA, 1945, Duluth, MN [read more]
  • Jeremy WestonCEPA, Edward Jones, Blaine, MN [read more]
  • Sean WielandCEPA, Tannhauser Financial, North Wales, PA [read more]
  • Zachary WildCEPA, Edward Jones Investments, Erie, PA [read more]
  • Cyprus WilliamsCEPA, Merrill Lynch, Aurora, CO [read more]
  • Ryan WilliamsCEPA, Waterfront Financial Group, Minneapolis, MN [read more]
  • Jeremy WynesCEPA, UBS Financial Services, Inc., Highland Park, IL [read more]
  • Derek YoderCEPA, UBS Financial Services, Inc., Dallas, TX [read more]
  • Anastacia YoungCEPA, UBS Financial Services, Inc., Indianapolis, IN [read more]
  • Lauren Zangardi HaynesCEPA, Spark Financial Advisors, Henrico, VA [read more]
  • Lulu ZappyCEPA, UBS, Mt Laurel, NJ [read more]
  • Jason ZukoskiCEPA, 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.