EPI is Pleased to Welcome 144 New Advisors to the CEPA Community

INTRODUCING THE NEWEST CERTIFIED EXIT PLANNING ADVISORS

EPI is Pleased to Welcome 144 New Advisors to the CEPA Community


EPI Masterclass


August Class of 2020

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

  • Rhylie Alaimo, CEPA, Merrill Lynch, Farmington, MI [read more]
  • Ricardo Alonso, CEPA, AAP Capital, Miami, FL [read more]
  • Zachary Anderson, CEPA, UBS, Troy, MI [read more]
  • Adam Bakhash, CEPA, Wilmington Trust, N.A. – Los Angeles, Los Angeles, CA [read more]
  • Todd Battaglia, CEPA, MG&A Wealth, Davie, FL [read more]
  • Glenn Baumer, CEPA, Merrill Lynch, Center Valley, PA [read more]
  • Philip Benavides, CEPA, Southern Oak Wealth Group, Nashville, TN [read more]
  • Mark Bianchin, CEPA, UBS Financial Services, Inc., Plano, TX [read more]
  • Gregory Blumenkranz, CEPA, UBS, Hawley, PA [read more]
  • Yvonne Bourk, CEPA, Merrill Lynch Private Wealth Management, Naples, FL [read more]
  • Erin Brand, CEPA, PNC, Philadelphia, PA [read more]
  • Micah Brandenburg, CEPA, Quick Chat, LLC, Greenville, SC [read more]
  • Mollie Brennan, CEPA, Merrill Lynch Wealth Management, Lexington, KY [read more]
  • William Burbank, CEPA, OC Elder Law, Fullerton, CA [read more]
  • Rich Burchill, CEPA, Richard Burchill CPA , Raleigh, NC [read more]
  • Scott Butera, CEPA, UBS Financial Services, Inc., Honolulu, HI [read more]
  • Michael Carballo, CEPA, AAP Capital Advisory Co, Hialeah, FL [read more]
  • Brian Carroll, CEPA, Sporting Wealth Partners of Raymond James, Carmel, IN [read more]
  • Renzo Cerabino, CEPA, Hawthorn PNC Family Wealth, Philadelphia, PA [read more]
  • Mark Clower, CEPA, Clower Consulting, Dayton, OH [read more]
  • Jacob Creydt, CEPA, UBS Financial Services, Excelsior, MN [read more]
  • Dennis Cunningham, CEPA, Precision Wealth, Irvine, CA [read more]
  • Michael Dastice, CEPA, UBS Financial Services, Inc., Oakbrook Terrace, IL [read more]
  • Dorothy Decarlo, CEPA, UBS Private Wealth Management, New York, NY [read more]
  • Kristie Duenes, CEPA, Wilmington Trust, Los Angeles, CA [read more]
  • Eric Duffee, CEPA, Kegler Brown Hill + Ritter, Bexley, OH [read more]
  • Timothy Dunn, CEPA, Merrill Lynch Wealth Management, Lexington, KY [read more]
  • F Stephen Dunnuck, CEPA, Bison Financial Group, Frankfort, IN [read more]
  • Scott Eckart, CEPA, WestPoint Private Client Group, Zionsville, IN [read more]
  • Jeff Felix, CEPA, Wilmington Trust, Santa Monica, CA [read more]
  • Diane Fernald, CEPA, Futurecast CFO, San Francisco, CA [read more]
  • Joseph Firth, CEPA, Merrill Lynch Private Wealth Management, Dallas, TX [read more]
  • Ian Flanagan, CEPA, Evans May Wealth, Indianapolis, IN [read more]
  • Damon Focaracci, CEPA, UBS, Gilroy, CA [read more]
  • Erik Gaucher, CEPA, Kansas City, MO [read more]
  • Larry Gekiere, CEPA, Frisco, TX [read more]
  • Robert Glenn, CEPA, Bauknight Pietras & Stormer, P.A., Columbia, SC [read more]
  • Josh Gonzalez, CEPA, Merrill Lynch, San Antonio, TX [read more]
  • Shane Graham, CEPA, Graham Wealth, Swan Hill, VIC [read more]
  • Roger Graham, CEPA, Wells Fargo Advisors, San Antonio, TX [read more]
  • Christopher Green, CEPA, Merrill Private Wealth Management, Dallas, TX [read more]
  • Jack Greenberg, CEPA, UBS Financial Services, Pittsburgh, PA [read more]
  • Thure Gustafson, CEPA, Hognas Wealth Advisors, Atlanta, GA [read more]
  • Kathryn Guthrie, CEPA, Focus 81 Coaching and Consulting, Penryn, CA [read more]
  • Elizabeth Hakiel, CEPA, M&T Bank, Webster, NY [read more]
  • Linda Hamilton, CEPA, Linda A Hamilton CPA LLC, New York, NY [read more]
  • Michelle Harbison, CEPA, Wells Fargo, Birmingham, AL [read more]
  • Jeremy Herskovic, CEPA, California CPA Group, Inc, Reseda, CA [read more]
  • Terri Hilliard Olson, CEPA, Terri Hilliard PC, Westlake Village, CA [read more]
  • Anthony Hoff, CEPA, Merrill Lynch, Houston, TX [read more]
  • Daniel Houle, CEPA, Mn Resort Sales, Ely, MN [read more]
  • Anatoly Iofe, CEPA, Ubs, Boca Raton, FL [read more]
  • Derek Jancisin, CEPA, Merrill Lynch Wealth Management, Pittsburgh, PA [read more]
  • Livia Jenvey, CEPA, Jenvey Consulting, Walnut Creek, CA [read more]
  • Michael Jones, CEPA, Ataraxia Advisory Services, LLC, Christiansburg, VA [read more]
  • Alec Jordan, CEPA, Dallas, TX [read more]
  • W. Rob Juergens, CEPA, Merrill, Chelsea, MI [read more]
  • Vinh Jutras, CEPA, RBC, Montreal, Quebec [read more]
  • Nolan Kapp, CEPA, Allston Advisory Group, LLC, Los Angeles, CA [read more]
  • David Katz, CEPA, Merrill Lynch, New York, NY [read more]
  • Cody Klein, CEPA, Summit Financial Consultants, Inc., Westlake  Village, CA [read more]
  • Jonathan Krueger, CEPA, LionsGate Advisors, St. Louis, MO [read more]
  • Davi Kutner, CEPA, Aprio, Atlanta, GA [read more]
  • Jessy Liddell, CEPA, BNY Mellon Wealth Management, Las Vegas, NV [read more]
  • Michael Lundon, CEPA, UBS, Naples, FL [read more]
  • Reuben Ly, CEPA, Creative Wealth Strategy, Berkeley, CA [read more]
  • Christopher MacFarlane, CEPA, Robert W. Baird & Co., Naples, FL [read more]
  • Justin Martini, CEPA, Merrill Lynch Wealth Management, Cape Girardeau, MO [read more]
  • Thomas McCausland, CEPA, RBC Wealth Management, Tucson, AZ [read more]
  • Nancy McDonald, CEPA, Merrill, Austin, TX [read more]
  • Bruce McGechan, CEPA, Bruce McGechan, Paraparaumu, Wellington [read more]
  • Michael McGlashen, CEPA, Bucks County Financial Planning Group, Inc., Newbury Park, CA [read more]
  • Michael McWhorter, CEPA, UBS, San Francisco, CA [read more]
  • Charles Mercer, CEPA, Merrill Lynch, Louisville, KY [read more]
  • Deborah Meyer, CEPA, WorthyNest, Punta Gorda, FL [read more]
  • Ken Michaud, CEPA, Broadway Wealth Solutions, Inc., San Antonio, TX [read more]
  • Benjamin Miller, CEPA, UBS Financial Services, Long Grove, IL [read more]
  • Ryan Mizushima, CEPA, Edward Jones, Grand Junction, CO [read more]
  • Michael Monroe, CEPA, Hawthorn, PNC Family Wealth, Chagrin Falls, OH [read more]
  • Vincent Montenegro, CEPA, Waddell & Reed, Farmers Branch, TX [read more]
  • Willert Morris, CEPA, WM Wealth Management, LLC, Palm Desert, CA [read more]
  • Brady Morrison, CEPA, UBS Financial Services, Birmingham, MI [read more]
  • Robyn Morton, CEPA, Embark Financial Advisors, The Colony, TX [read more]
  • Walter Mozdzer, CEPA, Foster Group, West Des Moines, IA [read more]
  • Melissa Mullan, CEPA, Harford Financial Group, White Hall, MD [read more]
  • Anneke Niemira, CEPA, Hawthorn, PNC, Oakton, VA [read more]
  • Ryan Noble, CEPA, Prosperity Planning Inc, Parkville, MO [read more]
  • Niza Oun-Nguyen, CEPA, BNY Mellon, Irvine, CA [read more]
  • Rakesh Parikh, CEPA, One Capital Financial Advisers, Chicago, IL [read more]
  • Christopher Pashley, CEPA, Merrill Lynch, Orlando, FL [read more]
  • Raj Patnaik, CEPA, Merrill Lynch, Brentwood, TN [read more]
  • Robin Petty, CEPA, PNC, Philadelphia, PA [read more]
  • James Pfeiffelmann, CEPA, PNC Bank, Grandville, MI [read more]
  • Christopher Phillips, CEPA, BNY Mellon Wealth Management, Santa Monica, CA [read more]
  • Russell Pixler, CEPA, Mariner Wealth Advisors, Sioux Falls, SD [read more]
  • Moran Poberezsky, CEPA, Acquisitions.com, Limassol, Germasogia [read more]
  • John Poling, CEPA, Southern Oak Wealth, Nolensville, TN [read more]
  • Catherine Portner, CEPA, Merrill Lynch Wealth Management, Vienna, VA [read more]
  • Michael Radford, CEPA, RSM US LLP, Charlotte, NC [read more]
  • Jennifer Ramos, CEPA, JR3 Coaching and Consulting, Carlsbad, CA [read more]
  • Mark Rindner, CEPA, Merrill Lynch, Charlotte, NC [read more]
  • Travis Rose, CEPA, PINNACLE TEAM of Thrivent Financial, Wittenberg, WI [read more]
  • Michelle Roth, CEPA, Roth Investor Relations, New York, NY [read more]
  • Todd Rowe, CEPA, RSM US Wealth Management LLC, Charlotte, NC [read more]
  • Brad Rudinsky, CEPA, PNC Bank, Cincinnati, OH [read more]
  • Bill Schalow, CEPA, West Central Small Business Development Center, Fargo, ND [read more]
  • Nicholas Schirripa, CEPA, UBS Financial Services, Inc., Los Angeles, CA [read more]
  • Debra Schmidt, CEPA, Hawthorn, Covington, KY [read more]
  • Todd Schorer, CEPA, Todd Schorer, Ann Arbor, MI [read more]
  • Frederick Schultz, CEPA, JPMorgan Securities, Potomac, MD [read more]
  • Nadav Schwartz, CEPA, AllianceBernstein, New York, NY [read more]
  • Lati Secker, CEPA, Socii8, Cincinnati, OH [read more]
  • Benjamin Segal, CEPA, UBS, New York City, NY [read more]
  • Elizabeth Shaffer, CEPA, Ameriprise AFG – US, Hurst, TX [read more]
  • Uday Shah, CEPA, BofA, Vienna, VA [read more]
  • Michael Shoaf, CEPA, UBS, North Granby, CT [read more]
  • Greg Sieber, CEPA, UBS, Apex, NC [read more]
  • Stephen Simon, CEPA, Stephen Simon Inc., San Francisco, CA [read more]
  • Robert Simon, CEPA, Stifel, Larkspur, CA [read more]
  • Shaun Skeris, CEPA, BNY Mellon, Seal Beach, CA [read more]
  • Amber Slattery, CEPA, Hawthorn, PNC Family Wealth, Philadelphia, PA [read more]
  • Ernest Patrick Smith, CEPA, Nawrocki Smith, Melville, NY [read more]
  • Clark Snitko, CEPA, MMILS, Roseville, CA [read more]
  • Joseph Sofia, CEPA, First Financial Bank, Worthington, OH [read more]
  • Jason Sprowls, CEPA, Sprowls and Company, Chandler, AZ [read more]
  • Zachary Stanley, CEPA, UBS Financial Services, Inc., Barberton, OH [read more]
  • Helen Stephens, CEPA, Aspen Wealth Management, Fort Worth, TX [read more]
  • Brian Stephens, CEPA, Legacy Venture Group, Lithia, FL [read more]
  • Brett Stone, CEPA, UBS Financial Services, Inc., Denver, CO [read more]
  • Marilyn Thompson, CEPA, Windes, Inc., Huntington Beach, CA [read more]
  • Shawn Tighe, CEPA, UBS Financial Services, Succasunna, NJ [read more]
  • Richard Toni, CEPA, Barnum Financial Group, Stamford, CT [read more]
  • James Toth, CEPA, Merrill Lynch, Wayne, PA [read more]
  • Dennis Tygart, CEPA, Regions Private Wealth, Atlanta, GA [read more]
  • Monica Van Tassel, CEPA, BNY Mellon Wealth Management, West Palm Beach, FL [read more]
  • Oscar Vives Ortiz, CEPA, PNC Bank, Riverview, FL [read more]
  • Russ Weber, CEPA, UBS, Monkton, MD [read more]
  • Marty Weinberg, CEPA, UBS Financial, Las Vegas, NV [read more]
  • Aaron Weir, CEPA, Kegler Brown Hill + Ritter, Columbus, OH [read more]
  • Geoffrey Williams, CEPA, Hawthorn, PNC Family Wealth, Bratenahl, OH [read more]
  • David Winslow, CEPA, RSM, Charlotte, NC [read more]
  • Eric Wittenberg, CEPA, UBS, Bedford Corners, NY [read more]
  • Alan Wojtowicz, CEPA, UBS Financial Services, Inc., Oakbrook Terrace, IL [read more]
  • Dave Yount, CEPA, MassMutual, Pleasant Hill, MO [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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