EPI is Pleased to Welcome 160 New Advisors to the CEPA Community

INTRODUCING THE NEWEST CERTIFIED EXIT PLANNING ADVISORS

EPI is Pleased to Welcome 160 New Advisors to the CEPA Community


EPI Masterclass


October Class of 2020

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

  • Allen Abney, CEPA, UBS Private Wealth Management, Dallas, TX [read more]
  • Xavier Aguayo, CEPA, UBS Financial Services, Inc., Guaynabo, Puerto Rico [read more]
  • Sloan Allen, CEPA, Bank of America, Nashville, TN [read more]
  • Bryan Althouse, CEPA, Capital Wealth Advisory Group, Madison, WI [read more]
  • Virginia Altman, CEPA, Altman Business Solutions, DBA The Exit Eagle, Greensburg, PA [read more]
  • Alex Armour, CEPA, Solutions Optimization and Innovation Lab (SOIL), Stafford, VA [read more]
  • Paul Atkinson, CEPA, UBS Financial Services, Inc., Denver, CO [read more]
  • James Axelson, CEPA, UBS Financial Services, Inc., Dana Point, CA [read more]
  • Barry Baker, CEPA, The Cobble Hill Group LLC, Durham, NC [read more]
  • Ryan Bartley, CEPA, Raymond James, Burlington, VT [read more]
  • Brett Bauch, CEPA, TWR, Middleton, WI [read more]
  • Dan Bender, CEPA, Westfield Bank, Brecksville, OH [read more]
  • Mitchell Best, CEPA, UBS Financial Services Inc., Annapolis, MD [read more]
  • Anthony Bird, CEPA, F2 Analytics, AL [read more]
  • Parke Blundon, CEPA, Merrill Lynch, Eugene, OR [read more]
  • Kyle Bochat, CEPA, Strong Gaddy Lee, Buford, GA [read more]
  • Damian Booker, CEPA, Wilmington Trust, Washington D.C. [read more]
  • Michael Boon, CEPA, JPMorgan Chase, Nolensville, TN [read more]
  • Susan Bordash, CEPA, UBS Financial Services, Inc., Rye Brook, NY [read more]
  • Matt Bridge, CEPA, Merrill Lynch Wealth Management, Bellevue, WA [read more]
  • Allison Brill, CEPA, Hawthorn PNC Family Wealth Office, Baltimore, MD [read more]
  • Joseph Brown, CEPA, Baton Rouge, LA [read more]
  • Clarke Browne, CEPA, Merrill Lynch, Baltimore, MD [read more]
  • Chris Brubaker, CEPA, Hantzmon Wiebel LLP, Earlysville, VA [read more]
  • David Butts, CEPA, Chicago, IL [read more]
  • John Byers, CEPA, Charles Schwab, TX [read more]
  • Henry Byun, CEPA, Bank of America Corp., Los Angeles Metropolitan Area, CA [read more] 
  • Samuel Callari, CEPA, Broadleaf Wealth Management, Los Angeles, CA [read more]
  • Chris Campbell, CEPA, Merrill Lynch, Frisco, TX [read more]
  • John Campbell, CEPA, Wilmington Trust, Harrisburg, PA [read more]
  • Tara Carlson, CEPA, Merrill Lynch, Brentwood, TN [read more]
  • Eddy Cheong, CEPA, Providend Ltd, Singapore [read more]
  • Kim Cooper, CEPA, Kim B. Cooper, Greensboro, NC [read more]
  • Jeff Corbett, CEPA, Merrill Lynch, Lexington, KY [read more]
  • Luis Corrales, CEPA, Cope Corrales, Washington D.C. [read more]
  • Andrew Cottrell, CEPA, Merrill Lynch, West Chester, OH [read more]
  • Charles Coughlin, CEPA, UBS Financial Services Inc., Beverly Hills, CA [read more]
  • Bradley Crawford, CEPA, Apex Partners, Houston, TX [read more]
  • Robert Cruz, CEPA, UBS Financial Services, Inc., Los Angeles, CA [read more]
  • Emmanuel Curling, CEPA, UBS Financial Services, Inc., Passaic, NJ [read more]
  • Brian Czerwinski, CEPA, F2 Analytics LLC, Frisco, TX [read more]
  • Jason Danks, CEPA, Dinsmore & Shohl LLP, Bridgeville, PA [read more]
  • Joseph Danley, CEPA, Raymond James Financial, Grosse Pointe Farms, MI [read more]
  • Nancy De Leon, CEPA, Merrill Lynch, San Antonio, TX [read more]
  • Joseph DePascale, CEPA, TFM, Youngstown, OH [read more]
  • Mark Dill, CEPA, Merrill Lynch, Lexington, KY [read more]
  • David Dinsmore, CEPA, Professional’s Prosperity Group, Broomfield, CO [read more]
  • Salvatore DiTusa, CEPA, Mueller & Co., Algonquin, IL [read more]
  • Thomas Dowling, CEPA, Aegis Planning, Hilton Head Island, SC [read more]
  • Kevin Doyle, CEPA, Raymond James, Timonium, MD [read more]
  • Jonathan Dry, CEPA, MBL Advisors, Concord, NC [read more]
  • Justin Dunwoody, CEPA, Polaris Advisors, Mechanicsburg, PA [read more]
  • Cory Durham, CEPA, UBS Financial Services, Inc., Dallas, TX [read more]
  • Chris Dyrek, CEPA, Merrill Lynch, Monrovia, CA [read more]
  • Ryan Essick, CEPA, Merrill, San Diego, CA [read more]
  • Erin Evers Lopez, CEPA, Evers Robinson Ltd., Phoenix, AZ [read more]
  • Christie Evey, CEPA, PNC Bank, Troy, MI [read more]
  • Ken Farrell, CEPA, Bank of America Private Bank, Bronx, NY [read more]
  • Kory Fay, CEPA, Goelzer Investment Management, Indianapolis, IN [read more]
  • Stephanie Fenner, CEPA, DHG, High Point, NC [read more]
  • Ryan Fleischer, CEPA, Revolution Group, Omaha, NE [read more]
  • Dustin Friedman, CEPA, First National Bank of Omaha, Omaha, NE [read more]
  • Mark Frugoni, CEPA, FOCUS Wealth Advisors, Houston, TX [read more]
  • Shane Gaddy, CEPA, Strong Gaddy Lee Wealth Management Group, Gainesville, GA [read more]
  • Richard Girth, CEPA, CSH, East Lansing, MI [read more]
  • Evelyn Goh, CEPA, Providend Limited, Singapore [read more]
  • Matthew Goldston, CEPA, PKF Texas CPA’s & Advisors, Seabrook, TX [read more]
  • Leandro Gonzalez Souto, CEPA, Charles Schwab Co. Inc., Fort Worth, TX [read more]
  • Brian Gooding, CEPA, UBS Financial Services, Inc. Los Angeles, CA [read more]
  • Louis Green, CEPA, PNC, Brooklyn, NY [read more]
  • James Grieve, CEPA, Value Driver Consulting, Kelowna, BC [read more]
  • Derek Grimm, CEPA, Merrill, Maitland, FL [read more]
  • Mike Grinnell, CEPA, Merrill Lynch, San Francisco, CA [read more]
  • James Hall, CEPA, Hall CPA Group LLP, Kings Park, NY [read more]
  • Scott Hankins, CEPA, Merrill Lynch, Royal Oak, MI [read more]
  • Sean W. Hardy, CEPA, UBS Financial Services, Inc., Cleveland, OH [read more]
  • Stephen Hart, CEPA, Generational Wealth Advisors, Richardson, TX [read more]
  • Jason Helterbridle, CEPA, Ameriprise Financial, Wooster, OH [read more]
  • Andrew Horwitz, CEPA, Wilmington Trust, Dauphin County, PA [read more]
  • David Housey, CEPA, Ideal Business Partners, Las Vegas, NV [read more]
  • Chris Jackson, CEPA, WestPoint Financial Group, Greenfield, IN [read more]
  • Danyell Jones, CEPA, Raymond James, Lutz, FL [read more]
  • Kristopher Kalish, CEPA, Merrill Private Wealth Management, Chicago, IL [read more]
  • Andrew Kauth, CEPA, NewBridge Wealth Management, Denver, CO [read more]
  • Mark Keen, CEPA, Keen & Pocock, VA [read more]
  • David Kent, PEAK Consulting, Lenoir City, TN [read more]
  • Chad Kidwell, CEPA, 212 Redding Ridge, Peachtree City, GA [read more]
  • Courtney Kidwell, CEPA, Stearns Financial Group, Greensboro, NC [read more]
  • Marc Koehler, CEPA, Lead With Purpose Inc., Oceanside, CA [read more]
  • Chris Kohart, CEPA, SS&C Solutions, Inc., Lawrence, KS [read more]
  • Stuart Krahn, CEPA, Krahn Capital Group, LLC, Minneapolis, MN [read more]
  • Tony Krause, CEPA, Service Professor, Grand Rapids, MI [read more]
  • Robert Krieger, CEPA, Perennial Pension & Wealth, Inc., New York, NY [read more]
  • Spencer Kristiansen, CEPA, Merrill Lynch, Burlington, VT [read more]
  • Daniel Kvarnberg, CEPA, Physician Advisory Solutions, Davie, FL [read more]
  • Katie Larsen, CEPA, Merrill Lynch, Sewickley, PA [read more]
  • Anna Lautenbach, CEPA, Expert Financial Solutions LLC, Oshkosh, WI [read more]
  • Lisa LaVecchia, CEPA, Bank of America, Merrill Lynch, Florham Park, NJ [read more]
  • Lutz Lehmann, CEPA, Lehmann & Partner International, Inc., Oak Park, CA [read more]
  • Ralph Lemme, CEPA, UBS Financial Services, Inc., Loudonville, NY [read more]
  • Alex Lewis, CEPA, Blackbridge Financial, Irmo, SC [read more]
  • Ng Lip Hong Kyith, CEPA, Providend Ltd, Singapore [read more]
  • Michael Livian, CEPA, Livian & Co, New York, NY [read more]
  • Luther Lockwood, CEPA, MBL Advisors, Charlotte, NC [read more]
  • John Mahony, CEPA, Mattock Burwell, Menands, NY [read more]
  • Lindsay Mais, CEPA, UBS Financial Services, Inc., Los Angeles, CA [read more]
  • Mina Manolova Grau, CEPA, UBS Financial Services, Inc., Boston, MA [read more]
  • Shane McCormick, CEPA, FPA Wealth Management, West Chester, PA [read more]
  • Steve Meek, CEPA, MY CFO, LLC, Franklin, TN [read more]
  • Rob Meenan, CEPA, UBS Financial Services, Inc., New York, NY [read more]
  • David Mietty, CEPA, UBS Financial Services, Inc., Grosse Pointe Farms, MI [read more]
  • Richard Milligan, CEPA, Bay Village, OH [read more]
  • Michael Minvielle, CEPA, Raymond James, Metairie, LA [read more]
  • Kenneth Morris, CEPA, Merrill Lynch, Coronado, CA [read more]
  • Zachary Morris, CEPA, Paces Ferry Wealth Advisors, Atlanta, GA [read more]
  • Blake Morris, CEPA, UBS Financial Services, Inc., IL [read more]
  • Michael Myers, CEPA, Cerulean Private Wealth Advisors, Indianapolis, IN [read more]
  • Tahira Neal, CEPA, Merrill Lynch, Denver, CO [read more]
  • Christine Neilson, CEPA, Apogee Wealth Management, Rancho Mirage, CA [read more]
  • Rick Nelson, CEPA, Merrill Lynch, Wall, NJ [read more]
  • Shawn Nicholas, CEPA, UBS Financial Services, Inc., Plano, TX [read more]
  • Woodside Noel, CEPA, Fastrak Realty, Inc, Plantation, FL [read more]
  • Jeff Norris, CEPA, MassMutual, Atlanta, GA [read more]
  • Mark Nuovo, CEPA, Guardian Strategic Wealth Designs, Irvine, CA [read more]
  • Tom ONeill, CEPA, Raymond James, Bellmawr, NJ [read more]
  • Kevin O’Neill, CEPA, Creative Financial Group, PA [read more]
  • Hiren Parmar, CEPA, Hrx Consulting, Irvine, CA [read more]
  • Gregory Pasiadis, CEPA, Marcum LLP, Shaker Heights, OH [read more]
  • Jackson Payne, CEPA, Wolcott Consulting, Simpsonville SC [read more]
  • Michael Pence, CEPA, UBS Financial Services, Inc., Denver, CO [read more]
  • Justine Perdomo, CEPA, Strategies for Wealth, River Vale, NJ [read more]
  • Kiley Peters, CEPA, Brainchild Studios, Milwaukee, WI [read more]
  • John Price, CEPA, Lockton, Birmingham, MI [read more]
  • Brian Pyne, CEPA, Goelzer Investment Management, Indianapolis, IN [read more]
  • Diana Ren, CEPA, Bank of America Private Bank, King County, WA [read more]
  • Mike Rich, CEPA, Rich & Company, Inc., Irvine, CA [read more]
  • Matthew Ricketts, CEPA, UBS Financial Services, Inc., Novato, CA [read more]
  • Brent Robbs, CEPA, PNC Bank, Edwardsville, IL [read more]
  • Michael Rose, CEPA, Carson Group, Northfield, MN [read more]
  • Howard Rothman, CEPA, JPMorgan, Washington, D.C. [read more]
  • Jeff Ruderman, CEPA, Capital Group PCS, Yorba Linda, CA [read more]
  • David Sachrison, CEPA, Merrill Lynch, Alexandria, VA [read more]
  • Saman Samii, CEPA, UBS Financial Services, Inc., Dallas, TX [read more]
  • Stephen Schein, CEPA, Merrill Lynch & Co., Mesa, AZ [read more]
  • Brian Schiller, CEPA, UBS Financial Services, Inc., Green Village, NJ [read more]
  • Brian Schimpf, CEPA, UBS Financial Services, Inc., Middletown, NJ [read more]
  • William Schwartz, CEPA, UBS PWM, Hoboken, NJ [read more]
  • Jacob Shine, CEPA, UBS Financial Services, Inc., New York City, NY [read more]
  • Joe Sillay, CEPA, Merrill Lynch, Portland, OR [read more]
  • Jeffrey Smith, CEPA, Coeur Private Wealth Management of Raymond James, Kootenai County, ID [read more]
  • Cammy Smith, CEPA, Integrated Equity Management, Miami, FL  [read more]
  • Christopher Stanford, CEPA, Raymond James, Peachtree City, GA [read more]
  • Blair Talty, CEPA, Wilmington Trust, Camden County, NJ [read more]
  • Christopher Tan, CEPA, Providend Ltd, Singapore [read more]
  • Elizabeth Turner, CEPA, Wilmington Trust, DE [read more]
  • Diane Valenzuela, CEPA, Merrill Lynch, Indio, CA [read more]
  • Randy Walton, CEPA, The Walton Group, Peachtree Corners, GA [read more]
  • Trenton Watrous, CEPA, WSW CPAs, PLLC, Nashville, TN [read more]
  • Marguerite Weese, CEPA, Wilmington Trust, Philadelphia, PA [read more]
  • Mark Wheeler, CEPA, Hantzmon Wiebel LLP, Charlottesville, VA [read more]
  • Jeff Winkler, CEPA, Raymond James, Grosse Pointe Farms, MI [read more]
  • David Wyss, CEPA, UBS Financial Services, Inc., Highlands, NJ [read more]
  • Hirsh Zyskind, CEPA, Merrill Lynch, Lakewood, NJ [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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