EPI is Pleased to Welcome 102 New Advisors to the CEPA Community

INTRODUCING THE NEWEST CERTIFIED EXIT PLANNING ADVISORS

EPI is Pleased to Welcome 102 New Advisors to the CEPA Community


EPI Masterclass


July Class of 2020

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

  • A Cameron McKenzie-Hertell, CEPA, McKenzie & Associates, LLC, San Juan, PR [read more]
  • Adam Tolliver, CEPA, Artisan Financial Strategies LLC, Atlanta, GA [read more]
  • Akili Johnson, CEPA, Merrill Lynch a Bank of America Corporation, Dallas, TX [read more]
  • Alexander Ladage, CEPA, UBS Financial Services, Inc., Austin, TX [read more]
  • Alexander Savinar, CEPA, The Savinar Group, Denver, CO [read more]
  • Alexis George, CEPA, UBS Financial Services, Inc., Woodbury, NJ [read more]
  • Andrew Megee, CEPA, UBS Financial Services, Inc., New York, NY [read more]
  • Armando Portillo, CEPA, AAP Capital Consulting, Miami, FL [read more]
  • Arthur Riley, CEPA, EndGame Consulting, Shawnee, KS [read more]
  • Brad Martyn, CEPA, FocusCFO, Granville, OH [read more]
  • Brandon Jordan, CEPA, Heritage Investors, Duxbury, MA [read more]
  • Brian Callanan, CEPA, Raymond James, Tamarac, FL [read more]
  • Brian Westcoat, CEPA, ENSCONCE Wealth Partners, Walnut Creek, CA [read more]
  • Brooke Adam, CEPA, UBS Financial Services, Inc., Lincoln, NE [read more]
  • Carla Novak, CEPA, UBS Financial Services, Inc., Kirkland, WA [read more]
  • Carrie Zhou, CEPA, Aprio LLP, Atlanta, GA [read more]
  • Christian Abboud, CEPA, Merrill Lynch, Florham Park, NJ [read more]
  • Christian Sbarro, CEPA, Merrill Lynch, Bellevue, WA [read more]
  • Christopher Bostick, CEPA, Merrill Lynch, La Jolla, CA [read more]
  • Corey Young, CEPA, C S Young Consulting, LLC, Bucyrus, OH [read more]
  • Daniel Guillen, CEPA, Sentry Pacific Financial Group, LLC, San Diego, CA [read more]
  • Darlene Leonard, Smith Leonard PLLC, Summerfield, NC [read more]
  • Dave Schwallier, Lift Consulting, LLC, Madison, WI [read more]
  • David Betz, CEPA, UBS, St Paul, MN [read more]
  • David Condensa, CEPA, Peak360 Wealth Management, San Jose, CA [read more]
  • Denis Horrigan, CEPA, Connecticut Wealth Management, Farmington, CT [read more]
  • Drew Sapede, CEPA, Merrill Private Wealth, Hermosa Beach, CA [read more]
  • Edmond Johnson, CEPA, Business Transition Advisors LLC, Virginia Beach, VA [read more]
  • Emily Rubin, CEPA, UBS Financial Services, Inc., Greenwich, CT [read more]
  • Estefania Cruz-Alvarez, CEPA, AAP Capital, Miami, FL [read more]
  • Gabrielle O’Leary, CEPA, UBS Private Wealth Management, New York, NY [read more]
  • Gary Raniolo, CEPA, UBS Financial Services, Inc., White Plains, NY [read more]
  • Gary Zahakos, CEPA, UBS, New York, NY [read more]
  • George Georgiades, CEPA, G Squared, College Station, TX [read more]
  • George Mayer, CEPA, UBS Financial Services, Inc., West Palm Beach, FL [read more]
  • Hannes Grascher, CEPA, UBS International, New York, NY [read more]
  • Jean-Paul Aime, CEPA, Focal Point Financial Strategies, Madison, WI [read more]
  • Jeff Dever, CEPA, UBS, West Palm Beach, FL [read more]
  • Jeff Miller, CEPA, National Business Brokers, Colorado Springs, CO [read more]
  • Jeff Nunes, CEPA, JTL Wealth Partners, Woodway, TX [read more]
  • Jeff Semple, CEPA, FocusCFO, Canton, OH [read more]
  • Jeffrey George, CEPA, Tao Financial, Orlando, FL [read more]
  • Jennifer Donais, CEPA, JenFred, LLC, Mesa, AZ [read more]
  • Jennifer Garvin, CEPA, UBS, Fort Lauderdale, FL [read more]
  • Jill Epstein, CEPA, UBS Financial Services Inc., New York, NY [read more]
  • John Alex, CEPA, UBS Financial Services, Inc., Haworth, NJ [read more]
  • Johnathan Rankin, CEPA, Theorem Wealth Management, Dallas, TX [read more]
  • Joseph Bonacci, CEPA, UBS Financial, Point Pleasant, NJ [read more]
  • Joseph Scheid, CEPA, Legacy Advisors Arizona, LLC, Chandler, AZ [read more]
  • Judy Sherman, CEPA, Cornerstone Wealth Strategies, Southlake, TX [read more]
  • Julian Baena, CEPA, Legacy Business Advisors Mid-Atlantic, Norfolk, VA [read more]
  • Julie Bird, CEPA, Cornerstone Wealth Strategies, Southlake, TX [read more]
  • Karen Heider, CEPA, Concenture Wealth Management, Houston, TX [read more]
  • Kenneth Janes, CEPA, UBS Financial Services Inc., Richmond, VA [read more]
  • Kenneth Parkinson, CEPA, Hardy Reed, Oxford, MS [read more]
  • Kyle Lustenberger, CEPA, UBS, San Francisco, CA [read more]
  • Landon Smith, CEPA, UBS Financial Services, Inc., Austin, TX [read more]
  • Larry Hubbard, CEPA, Alliance Financial Partners, Greeley, CO [read more]
  • Lee Woodring, CEPA, Merrill Lynch, Victor, NY [read more]
  • Leila Larijani, CEPA, UBS Financial Services, Inc., New Fairfield, CT [read more]
  • Lewis Baker, CEPA, Rock Creek Wealth Planners and Advisors, Silver Spring, MD [read more]
  • Lisa Cochran, CEPA, PNC Bank, Dublin, OH [read more]
  • Luis Flores, CEPA, UBS, New York, NY [read more]
  • Marcellus Upshaw, CEPA, Bank of America Private Bank, Houston, TX [read more]
  • Mark Geist, CEPA, UBS Financial Services, Inc., Lincoln, NE [read more]
  • Mark Wade, CEPA, Echelon Wealth Strategies, LLC, Franklin, TN [read more]
  • Martin Eisenstein, CEPA, Martin D. Eisenstein, CPA, JD, Secaucus, NJ [read more]
  • Matthew Dupon, CEPA, The Bridgeway Group, Pasadena, CA [read more]
  • Matthew Little, CEPA, Little & O’Reilly Wealth Management, Medfrod, NJ [read more]
  • Max Sabert, CEPA, UBS, New York, NY [read more]
  • Michael Coakley, CEPA, Kreischer Miller, North Wales, PA [read more]
  • Michael Dietrich, CEPA, UBS Financial Services Inc., Fanwood, NJ [read more]
  • Michael Giacone, CEPA, UBS Financial Services, Jersey City, NY [read more]
  • Michelle Murray, CEPA, Segue Partners, St. Louis, MO [read more]
  • Nathan Hass, CEPA, UBS Financial Services, Santa Monica, CA [read more]
  • Nathan Johns, CEPA, MendenFreiman, LLP, Atlanta, GA [read more]
  • Nelson Hernandez, CEPA, BNY Mellon Wealth Management, Miami, FL [read more]
  • Nick Brannen, CEPA, Johnson & Brannen Advisory Group, Athens, GA [read more]
  • Patrick Kim, CEPA, Conversant Wealth Management, Danville, CA [read more]
  • Patrick Lizza, CEPA, UBS Financial Services, La Quinta, CA [read more]
  • Peter Chadwick, CEPA, Pinnacle Wealth Advisors, Grand Rapids, MI [read more]
  • Rajas Desai, CEPA, UBS Financial Services, Inc., New York, NY [read more]
  • Richard Barkley, CEPA, Prime Capital Investment Advisors, Boerne, TX [read more]
  • Rick Gabelman, CEPA, RBC, Lincoln, NE [read more]
  • Robert Ebling, CEPA, Merrill Lynch, Mount Laurel, NJ [read more]
  • Robert Gilliland, CEPA, Concenture Wealth Management, Spring, TX [read more]
  • Rone Reed, CEPA, Bank of America, Charlotte, NC [read more]
  • Saman Samii, CEPA, UBS Financial Services, Inc., Dallas, TX [read more]
  • Seth Bassoff, CEPA, MRB18, LLC, Boca Raton, FL [read more]
  • Steven Trimble, CEPA, UBS Financial Services, Inc., Cincinnati, OH [read more]
  • Susan Graham, CEPA, Senior Edge Legal, Boise, ID [read more]
  • Thomas Conigatti, CEPA, UBS Financial Services Inc., New York, NY [read more]
  • Tiffani Lee-Kumabe, CEPA, Morgan Stanley, Seattle, WA [read more]
  • Tiffany House, CEPA, Gift Planning Institute, Scottsdale, AZ [read more]
  • Timothy Hartland, CEPA, CoreNorth, Wichita, KS [read more]
  • Todd Ives, CEPA, UBS Financial Services, Inc., New York, NY [read more]
  • Vincent D’Addona, CEPA, Strategies for Wealth, New York, NY [read more]
  • Vincent Zullo, CEPA, Audio Energy Inc., South Plainfield, NJ [read more]
  • Violetta Terpeluk, CEPA, Ameriprise Financial, Granite Bay, CA [read more]
  • Walter Amoros, CEPA, Merrill Lynch, Rockledge, FL [read more]
  • Yuxia Ma, CEPA, Merrill Lynch, Pasadena, CA [read more]
  • Zachary Clariday, CEPA, Cornerstone Wealth Strategies, LLC, Southlake, TX [read more]

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


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